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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
LWCFA
651
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.06M +$278K +3,467 +4%
KA
652
Kintegral Advisory
New York
$8.02M
AC
653
Alley Company
Illinois
$8M +$269K +3,351 +3%
SCM
654
Salem Capital Management
Massachusetts
$7.97M -$594K -7,414 -7%
MCM
655
MAI Capital Management
Ohio
$7.96M +$366K +4,572 +5%
BIAS
656
Beacon Investment Advisory Services
New Jersey
$7.92M +$282K +3,516 +4%
AI
657
Atria Investments
North Carolina
$7.91M +$213K +2,661 +3%
AMI
658
Amica Mutual Insurance
Rhode Island
$7.81M +$1.39M +17,390 +22%
FLPIM
659
F.L. Putnam Investment Management
Massachusetts
$7.81M +$923K +11,511 +13%
BB
660
Busey Bank
Illinois
$7.8M +$1.11M +13,867 +17%
Squarepoint
661
Squarepoint
New York
$7.8M +$814K +10,151 +12%
JIC
662
Johnson Investment Counsel
Ohio
$7.76M +$5.21K +65 +0.1%
AP
663
Advisor Partners
California
$7.66M +$593K +7,396 +8%
NIM
664
Northeast Investment Management
Massachusetts
$7.66M +$337K +4,201 +5%
BAM
665
Barrett Asset Management
New York
$7.66M -$114K -1,420 -1%
CNBT
666
Canandaigua National Bank & Trust
New York
$7.65M +$197K +2,453 +3%
Wolverine Trading
667
Wolverine Trading
Illinois
$7.65M +$7.75M +96,722 New
CSIC
668
Clifford Swan Investment Counsel
California
$7.62M +$39.1K +488 +0.5%
RBA
669
Richard Bernstein Advisors
New York
$7.61M -$1.38M -17,278 -15%
Mercer Global Advisors
670
Mercer Global Advisors
Colorado
$7.61M +$906K +11,306 +14%
WSTAM
671
Wilbanks Smith & Thomas Asset Management
Virginia
$7.6M -$90.6K -1,130 -1%
Parallax Volatility Advisers
672
Parallax Volatility Advisers
California
$7.56M -$621K -7,749 -8%
RE
673
RBC Europe
United Kingdom
$7.54M -$112K -1,396 -1%
SA
674
Sicart Associates
New York
$7.48M +$282K +3,514 +4%
TNB
675
TCF National Bank
South Dakota
$7.46M +$7.45M +92,899 New

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.