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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
MERSOM
701
Municipal Employees' Retirement System of Michigan
Michigan
$6.94M +$32.8K +409 +0.5%
BFA
702
Beaumont Financial Advisors
Massachusetts
$6.91M +$262K +3,270 +4%
RIG
703
Renaissance Investment Group
Massachusetts
$6.86M -$26.8K -334 -0.4%
SCA
704
Stonebridge Capital Advisors
Minnesota
$6.85M -$133K -1,664 -2%
AI
705
ArchPoint Investors
Florida
$6.83M +$5.86M +73,132 +216%
SS
706
Sunbelt Securities
Texas
$6.83M +$6.81M +84,976 New
ACM
707
Adalta Capital Management
New York
$6.8M +$10.5K +131 +0.2%
MPI
708
Mairs & Power Inc
Minnesota
$6.77M +$173K +2,159 +3%
NSEDCP
709
NJ State Employees Deferred Compensation Plan
New Jersey
$6.76M
GCM
710
Graham Capital Management
Connecticut
$6.73M
KFP
711
KMG Fiduciary Partners
Ohio
$6.72M +$123K +1,539 +2%
CI
712
Cigna Investments
Connecticut
$6.71M -$81.7K -1,019 -1%
CAM
713
Carret Asset Management
New York
$6.68M -$59.6K -744 -0.9%
FNT
714
First Nebraska Trust
Nebraska
$6.62M -$65.8K -821 -1%
IHL
715
Investment House LLC
California
$6.61M +$889K +11,088 +16%
CII
716
Capital International Inc
California
$6.6M +$2.85M +35,622 +76%
LIA
717
LS Investment Advisors
Michigan
$6.6M +$89.2K +1,113 +1%
BIC
718
Beach Investment Counsel
Pennsylvania
$6.51M -$42K -524 -0.6%
CC
719
Courier Capital
New York
$6.49M +$66.6K +831 +1%
BWM
720
Buckley Wealth Management
Nevada
$6.48M -$204K -2,547 -3%
SWM
721
SVA Wealth Management
Wisconsin
$6.46M +$58.7K +732 +0.9%
DBG
722
De Burlo Group
Massachusetts
$6.46M +$6.44M +80,382 New
SLI
723
Sumitomo Life Insurance
Japan
$6.44M -$821K -10,243 -11%
ACC
724
Accident Compensation Corp
New Zealand
$6.41M +$101K +1,258 +2%
GH
725
GAM Holding
Switzerland
$6.41M -$1.93M -24,132 -23%

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.