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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
QIM
476
Quantitative Investment Management
Virginia
$14.4M +$14.3M +178,996 New
KB
477
Kimelman & Baird
New York
$14.3M -$8.41K -105 -0.1%
GMI
478
Greystone Managed Investments
Saskatchewan, Canada
$14.2M -$2.45M -30,528 -15%
FAM
479
Fred Alger Management
New York
$14.1M +$105K +1,309 +0.7%
LG
480
LaFleur & Godfrey
Michigan
$14.1M -$214K -2,670 -1%
OSIA
481
O'Shares Investment Advisers
Massachusetts
$14.1M +$2.35M +29,334 +20%
CEP
482
Chicago Equity Partners
Illinois
$14M +$312K +3,893 +2%
MAM
483
Meeder Asset Management
Ohio
$14M -$15.1K -189 -0.1%
CNAM
484
Campbell Newman Asset Management
Wisconsin
$13.9M +$20.1K +251 +0.1%
BCWM
485
Bartlett & Co Wealth Management
Ohio
$13.9M +$5.67M +70,710 +70%
SCM
486
Stevens Capital Management
Pennsylvania
$13.9M -$16.4M -205,141 -54%
COPPSERS
487
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$13.8M +$1.09M +13,539 +9%
BC
488
Bartlett & Co
Ohio
$13.8M +$5.67M +70,710 +70%
CAM
489
Cresset Asset Management
Illinois
$13.7M +$842K +10,502 +7%
UH
490
Unigestion Holding
Switzerland
$13.7M +$1.06M +13,287 +8%
V
491
Veritable
Delaware
$13.6M -$60.6K -756 -0.4%
11A
492
10-15 Associates
New York
$13.6M +$58.9K +735 +0.4%
SIM
493
Sentry Investment Management
Wisconsin
$13.6M
EGA
494
Eagle Global Advisors
Texas
$13.5M -$105K -1,313 -0.8%
NEI
495
Northwest & Ethical Investments
Ontario, Canada
$13.5M +$2.12M +26,426 +19%
IIM
496
Intact Investment Management
Quebec, Canada
$13.5M +$218K +2,725 +2%
NPF
497
Norris Perne & French
Michigan
$13.5M +$14.6K +182 +0.1%
Man Group
498
Man Group
United Kingdom
$13.3M -$12M -150,022 -47%
UBV
499
United Bank (Virginia)
Virginia
$13.3M -$456K -5,688 -3%
MSR
500
Main Street Research
Connecticut
$13.3M +$12.6M +157,238 +2,001%

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.