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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
KCP
626
KDI Capital Partners
North Carolina
$8.61M -$423K -5,278 -5%
PCM
627
Parsons Capital Management
Rhode Island
$8.6M +$117K +1,461 +1%
RHAM
628
Round Hill Asset Management
California
$8.59M -$24.4K -304 -0.3%
BCM
629
Bourgeon Capital Management
Connecticut
$8.47M +$619K +7,718 +8%
LDB
630
Lee, Danner & Bass
Tennessee
$8.45M -$28.2K -352 -0.3%
MAA
631
Matrix Asset Advisors
New York
$8.42M +$118K +1,476 +1%
CIC
632
Canal Insurance Company
South Carolina
$8.42M
PMAM
633
Picton Mahoney Asset Management
Ontario, Canada
$8.41M +$8.39M +104,721 New
LA
634
Lynch & Associates
Indiana
$8.4M +$53.5K +667 +0.6%
LNWWM
635
Laird Norton Wetherby Wealth Management
California
$8.36M +$98.7K +1,231 +1%
WAM
636
Winslow Asset Management
Ohio
$8.35M -$1.39M -17,366 -14%
CAMG
637
CWA Asset Management Group
Florida
$8.34M +$737K +9,190 +10%
TCOV
638
Trust Company of Vermont
Vermont
$8.32M -$111K -1,384 -1%
AAF
639
Andra AP-fonden
Sweden
$8.3M -$1.35M -16,873 -14%
FFSOTS
640
Fiduciary Financial Services of The Southwest
Texas
$8.27M +$39.4K +491 +0.5%
CC
641
Capital Counsel
New York
$8.22M -$92.4K -1,153 -1%
NMIMC
642
Northwestern Mutual Investment Management Company
Wisconsin
$8.21M -$13.1K -163 -0.2%
LC
643
Lavaca Capital
Texas
$8.19M -$33K -412 -0.4%
Westfield Capital Management
644
Westfield Capital Management
Massachusetts
$8.19M -$103K -1,289 -1%
BFO
645
Boston Family Office
Massachusetts
$8.17M
CAM
646
Congress Asset Management
Massachusetts
$8.16M +$145K +1,811 +2%
WC
647
Whitney & Co
New York
$8.14M +$246K +3,075 +3%
OTPPB
648
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.13M +$973K +12,144 +14%
RC
649
RegentAtlantic Capital
New Jersey
$8.08M -$256K -3,189 -3%
ECM
650
ETrade Capital Management
Virginia
$8.08M +$3.36M +41,925 +71%

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.