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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
RFA
601
Reilly Financial Advisors
California
$9.25M +$8.63M +107,693 +1,451%
FFBTD
602
First Financial Bank - Trust Division
Ohio
$9.21M +$18K +224 +0.2%
WI
603
WBI Investments
New Jersey
$9.15M +$9.13M +113,954 New
JG
604
Jefferies Group
New York
$9.12M +$3.28M +40,887 +56%
QI
605
QV Investors
Alberta, Canada
$9.11M +$2.29M +28,578 +34%
AIP
606
Ameritas Investment Partners
Nebraska
$9.11M -$71.3K -890 -0.8%
OCAM
607
Onex Canada Asset Management
Ontario, Canada
$9.09M +$9.07M +113,132 New
PA
608
Profund Advisors
Maryland
$9.07M +$1.41M +17,563 +18%
Truist Financial
609
Truist Financial
North Carolina
$9.07M -$36.5M -455,926 -80%
CM
610
Churchill Management
California
$9.05M -$490K -6,118 -5%
MYAM
611
Meiji Yasuda Asset Management
Japan
$9.02M -$32.6K -407 -0.4%
CSS
612
Cubist Systematic Strategies
Connecticut
$9.01M -$7.44M -92,838 -45%
TTWM
613
TCV Trust & Wealth Management
Virginia
$9M -$132K -1,651 -1%
AIP
614
ARS Investment Partners
New York
$9M -$1.23M -15,397 -12%
CCT
615
Chemung Canal Trust
New York
$8.99M +$469K +5,851 +6%
GG
616
Greenwood Gearhart
Arkansas
$8.92M +$117K +1,455 +1%
WJWM
617
Williams Jones Wealth Management
New York
$8.92M +$8.9M +111,009 New
RT
618
Rockland Trust
Massachusetts
$8.9M +$2.85M +35,605 +46%
SFS
619
Sowell Financial Services
Arkansas
$8.89M +$8.87M +110,687 New
DY
620
Dowling & Yahnke
California
$8.86M +$289K +3,603 +3%
CB
621
Community Bank
New York
$8.84M -$87.9K -1,097 -1%
AF
622
Alerus Financial
North Dakota
$8.82M +$363K +4,528 +4%
6M
623
6 Meridian
Kansas
$8.75M -$7.55M -94,263 -46%
BBA
624
BLB&B Advisors
Pennsylvania
$8.71M -$73.9K -922 -0.8%
SC
625
Sepio Capital
Utah
$8.62M +$880K +10,976 +11%

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.