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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
WAM
451
World Asset Management
Michigan
$16.4M +$28.9K +361 +0.2%
BF
452
BOK Financial
Oklahoma
$16.4M -$1.4M -17,446 -8%
TCM
453
Twin Capital Management
Pennsylvania
$16.2M -$362K -4,520 -2%
MML Investors Services
454
MML Investors Services
Massachusetts
$16.2M +$534K +6,663 +3%
Daiwa Securities Group
455
Daiwa Securities Group
Japan
$16.1M +$3.17M +39,547 +25%
WSFS
456
Wilmington Savings Fund Society
Delaware
$15.9M -$233K -2,913 -1%
CAM
457
Centre Asset Management
New York
$15.8M +$102K +1,268 +0.6%
Kayne Anderson Rudnick Investment Management
458
Kayne Anderson Rudnick Investment Management
California
$15.8M +$361K +4,500 +2%
GIM
459
Goelzer Investment Management
Indiana
$15.7M -$34.3K -428 -0.2%
RIM
460
Redpoint Investment Management
Australia
$15.7M -$403K -5,023 -3%
TAM
461
Todd Asset Management
Kentucky
$15.6M +$337K +4,211 +2%
GGI
462
Godsey & Gibb Inc
Virginia
$15.6M -$1.72M -21,442 -10%
GAI
463
General American Investors
New York
$15.6M
KWILP
464
Kiwi Wealth Investments Limited Partnership
New Zealand
$15.6M -$2.05M -25,632 -12%
BWP
465
Baldwin Wealth Partners
Massachusetts
$15.2M -$11.1K -139 -0.1%
First Manhattan
466
First Manhattan
New York
$15.1M -$934K -11,652 -6%
CIS
467
Connors Investor Services
Pennsylvania
$15.1M -$248K -3,097 -2%
GT
468
Glenview Trust
Kentucky
$14.9M +$485K +6,048 +3%
PP
469
Paloma Partners
Connecticut
$14.8M +$11.7M +146,258 +386%
PSUF
470
People's United Financial
Connecticut
$14.7M -$401K -5,008 -3%
JMFC
471
J.M. Forbes & Co
Massachusetts
$14.6M +$82.5K +1,029 +0.6%
HCM
472
Hutchinson Capital Management
California
$14.5M -$355K -4,433 -2%
TCM
473
Tufton Capital Management
Maryland
$14.5M -$101K -1,265 -0.7%
SIA
474
Sit Investment Associates
Minnesota
$14.5M +$165K +2,054 +1%
Jones Financial Companies
475
Jones Financial Companies
Missouri
$14.4M -$260K -3,250 -2%

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.