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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
ACM
676
Argyle Capital Management
Pennsylvania
$7.46M -$143K -1,782 -2%
PPSG
677
Princeton Portfolio Strategies Group
New Jersey
$7.46M -$88.2K -1,101 -1%
SFS
678
Strategic Financial Services
New York
$7.44M -$173K -2,153 -2%
AAIM
679
Asset Advisors Investment Management
Georgia
$7.4M +$55.1K +688 +0.8%
FEG
680
Financial Enhancement Group
Indiana
$7.37M +$992K +12,377 +16%
ET
681
Equitable Trust
Tennessee
$7.37M +$187K +2,338 +3%
MGIA
682
Matthew Goff Investment Advisor
Texas
$7.37M -$165K -2,060 -2%
ACM
683
Advisors Capital Management
New Jersey
$7.36M +$1.09M +13,575 +17%
EAM
684
Erste Asset Management
Austria
$7.28M +$1.87M +23,370 +34%
OCM
685
Oakwood Capital Management
California
$7.25M -$195K -2,430 -3%
WIA
686
Wealthstreet Investment Advisors
Texas
$7.24M -$268K -3,338 -4%
TAM
687
Tradition Asset Management
Virginia
$7.18M +$236K +2,950 +3%
SGH
688
Sivik Global Healthcare
Connecticut
$7.16M +$1.26M +15,720 +21%
GP
689
Girard Partners
Pennsylvania
$7.15M -$1.55M -19,289 -18%
JIR
690
James Investment Research
Ohio
$7.14M -$352K -4,398 -5%
BIM
691
Bridges Investment Management
Nebraska
$7.08M -$62.3K -777 -0.9%
JGUA
692
John G. Ullman & Associates
New York
$7.08M -$135K -1,686 -2%
CTA
693
Chesley Taft & Associates
Illinois
$7.06M -$9.35M -116,724 -57%
AT
694
Arden Trust
Delaware
$7.05M -$47.9K -598 -0.7%
ACP
695
Ashfield Capital Partners
California
$7.05M +$184K +2,297 +3%
AAM
696
Augustine Asset Management
Florida
$7.03M -$53.2K -664 -0.8%
MI
697
Markston International
New York
$7M -$67.2K -839 -1%
SWM
698
Stockman Wealth Management
Montana
$6.98M +$1.12K +14 +0%
IA
699
Icon Advisers
Colorado
$6.97M -$1.06M -13,205 -13%
HA
700
Hamel Associates
New Jersey
$6.96M +$25.2K +315 +0.4%

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.