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2,306 hedge funds and large institutions have $162B invested in Merck in 2019 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 955 increasing their positions, 938 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 76

2% more repeat investments, than reductions

Existing positions increased: 955 | Existing positions reduced: 938

0% more funds holding

Funds holding: 2,2992,306 (+7)

0% less capital invested

Capital invested by funds: $163B → $162B (-$655M)

0.68% less ownership

Funds ownership: 79.66%78.98% (-0.68%)

6% less funds holding in top 10

Funds holding in top 10: 199188 (-11)

16% less call options, than puts

Call options by funds: $1.45B | Put options by funds: $1.73B

Holders
2,306
Holders Change
+7
Holders Change %
+0.3%
% of All Funds
50.56%
Holding in Top 10
188
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-5.53%
% of All Funds
4.12%
New
100
Increased
955
Reduced
938
Closed
76
Calls
$1.45B
Puts
$1.73B
Net Calls
-$285M
Net Calls Change
-$138M
Name Holding Trade Value Shares
Change
Change in
Stake
AIMCA
426
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$18.3M +$15M +186,858 +461%
MNBTD
427
Moody National Bank Trust Division
Texas
$18.2M +$45.5K +568 +0.3%
SCA
428
Stillwater Capital Advisors
Pennsylvania
$18.2M -$278K -3,468 -2%
FNBT
429
FineMark National Bank & Trust
Florida
$18.2M +$477K +5,952 +3%
RPAM
430
Rhenman & Partners Asset Management
Sweden
$18.1M +$18.1M +225,320 New
SIC
431
Salem Investment Counselors
North Carolina
$18M +$52K +649 +0.3%
DRZID
432
DePrince Race & Zollo Inc (DRZ)
Florida
$17.9M -$1.64M -20,494 -8%
AJ
433
Ashburton (Jersey)
Jersey
$17.8M +$63K +786 +0.4%
CCM
434
Covington Capital Management
California
$17.7M +$15.1K +188 +0.1%
FNT
435
First National Trust
Pennsylvania
$17.6M +$18.4K +229 +0.1%
WIC
436
Wilkins Investment Counsel
Massachusetts
$17.4M -$60.9K -760 -0.3%
Marshall Wace
437
Marshall Wace
United Kingdom
$17.4M -$21.6M -270,078 -56%
BMO
438
Beck Mack & Oliver
New York
$17.3M -$1.19M -14,815 -6%
Jacobs Levy Equity Management
439
Jacobs Levy Equity Management
New Jersey
$17.3M +$11.7M +146,594 +215%
CK
440
Cohen Klingenstein
New York
$17.3M +$1.93M +24,104 +13%
TH
441
TCTC Holdings
Texas
$17.2M -$35.7K -446 -0.2%
KA
442
KLCM Advisors
Wisconsin
$17.2M -$184K -2,295 -1%
PAM
443
Private Asset Management
California
$17M -$570K -7,114 -3%
ACM
444
Azimuth Capital Management
Michigan
$17M -$392K -4,889 -2%
CS
445
Central Securities
New York
$16.8M
MME
446
Meag Munich Ergo
Germany
$16.8M +$6.14M +76,562 +56%
AIM
447
Avity Investment Management
Connecticut
$16.7M +$54.3K +677 +0.3%
NMERB
448
New Mexico Educational Retirement Board
New Mexico
$16.7M -$1.08M -13,519 -6%
FBP
449
Flippin Bruce & Porter
Virginia
$16.7M -$359K -4,485 -2%
SC
450
Scotia Capital
Ontario, Canada
$16.5M +$2.93M +36,508 +22%

MRK Hedge Fund Activity: Q3 2019 in Review

2,306 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q3 2019, worth a combined $162B — down 0.4% from $163B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new MRK positions and 76 closed out — a net gain of 24 holders — while 955 added to existing stakes and 938 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $317M. The largest seller was Kahn Brothers Group, cutting an estimated $726M.

  • 2,306 institutional investors held Merck (MRK) as of Q3 2019, up from 2,299 in Q2 2019.
  • Funds reported $162B of Merck stock for Q3 2019, down 0.4% quarter-over-quarter.
  • 100 funds opened new Merck positions in Q3 2019 and 76 closed out, a net change of +24 holders.
  • The largest Merck buyer in Q3 2019 was Victory Capital Management, an estimated $317M added.
  • The largest Merck seller in Q3 2019 was Kahn Brothers Group, an estimated $726M sold.

Based on aggregated 13F filings for Q3 2019.