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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
LCM
551
Logan Capital Management
Pennsylvania
$11.1M -$20.1K -251 -0.2%
IEFM
552
IQ EQ Fund Management
Ireland
$11M -$120K -1,496 -1%
KRS
553
Kentucky Retirement Systems
Kentucky
$11M +$949K +11,840 +9%
HCM
554
Huber Capital Management
California
$11M -$798K -9,956 -7%
FDCDDQ
555
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.9M -$347K -4,328 -3%
KLWA
556
Kelly Lawrence W & Associates
California
$10.9M -$210K -2,620 -2%
LBC
557
Lowe Brockenbrough & Co
Virginia
$10.9M -$24.7K -308 -0.2%
AAM
558
Auxier Asset Management
Oregon
$10.8M +$13.5K +168 +0.1%
PF
559
Phoenix Financial
Israel
$10.8M +$11.2M +139,444 New
Susquehanna International Group
560
Susquehanna International Group
Pennsylvania
$10.7M +$3.32M +41,387 +45%
CTC
561
Central Trust Company
Missouri
$10.7M +$939K +11,711 +10%
Cerity Partners
562
Cerity Partners
New York
$10.6M -$863K -10,769 -8%
ALAM
563
Asahi Life Asset Management
Japan
$10.6M +$2.05M +25,606 +24%
GCM
564
Gabalex Capital Management
New York
$10.5M
SG Americas Securities
565
SG Americas Securities
New York
$10.5M -$54.9M -685,587 -84%
CAN
566
Cetera Advisor Networks
California
$10.5M +$68.4K +854 +0.7%
CIA
567
Capital Investment Advisors
Georgia
$10.5M -$709K -8,850 -6%
LSERS
568
Louisiana State Employees Retirement System
Louisiana
$10.4M -$504K -6,288 -5%
GIM
569
Grassi Investment Management
California
$10.4M +$80 +1 +0%
BFA
570
Bragg Financial Advisors
North Carolina
$10.2M +$136K +1,691 +1%
MC
571
Moors & Cabot
Massachusetts
$10.2M +$592K +7,387 +6%
AC
572
Alexandria Capital
Virginia
$10.2M -$104K -1,294 -1%
CIC
573
Cutler Investment Counsel
Oregon
$10.2M -$51.5K -642 -0.5%
JFL
574
Jarislowsky, Fraser Ltd
Quebec, Canada
$10.1M +$23.9K +298 +0.2%
WC
575
Woodstock Corp
Massachusetts
$10.1M +$22.6K +282 +0.2%

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.