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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
NC
576
Naman Capital
Brazil
$10.1M
CGM
577
Capital Growth Management
Massachusetts
$10.1M +$10.1M +125,760 New
CCT
578
Country Club Trust
Missouri
$9.99M -$3.03M -37,808 -23%
CCMIC
579
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$9.95M +$847K +10,563 +9%
1SB
580
1ST Source Bank
Indiana
$9.92M -$175K -2,181 -2%
SAM
581
Sectoral Asset Management
Quebec, Canada
$9.9M -$4.13M -51,561 -29%
TSW
582
Thompson Siegel & Walmsley
Virginia
$9.83M -$104K -1,295 -1%
NFC
583
Northeast Financial Consultants
Connecticut
$9.81M +$105K +1,315 +1%
EOJOAM
584
E. Ohman J:or Asset Management
Sweden
$9.76M +$689K +8,594 +8%
TFM
585
TPI Fund Managers
United Kingdom
$9.73M +$436K +5,441 +5%
SSA
586
Schonfeld Strategic Advisors
New York
$9.69M -$2.8M -34,893 -22%
SSWM
587
Smith Salley Wealth Management
North Carolina
$9.68M +$333K +4,154 +4%
BAM
588
Bruderman Asset Management
New York
$9.67M -$998K -12,448 -9%
BOH
589
Bank of Hawaii
Hawaii
$9.63M +$107K +1,338 +1%
RCYC
590
Richard C. Young & Co
Rhode Island
$9.61M +$165K +2,064 +2%
NWM
591
Nicola Wealth Management
British Columbia, Canada
$9.58M +$1.86M +23,265 +27%
CC
592
Cipher Capital
New York
$9.52M -$3.37M -41,998 -26%
CA
593
Cullinan Associates
Kentucky
$9.51M -$16.8K -209 -0.2%
PWM
594
Perigon Wealth Management
California
$9.5M +$147K +1,838 +2%
NLGIA
595
Nippon Life Global Investors Americas
New York
$9.46M +$9.44M +117,795 New
GAM
596
Griffin Asset Management
New York
$9.46M -$81.6K -1,018 -0.9%
BPC
597
Banque Pictet & Cie
Switzerland
$9.31M -$445K -5,554 -5%
MDCM
598
Morgan Dempsey Capital Management
Wisconsin
$9.28M +$503K +6,279 +6%
FMII
599
Farmers & Merchants Investments Inc
Nebraska
$9.27M -$146K -1,824 -2%
FAAS
600
First Allied Advisory Services
California
$9.26M -$2.21M -27,515 -19%

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.