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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
Schroder Investment Management Group
51
Schroder Investment Management Group
United Kingdom
$564M +$35.6M +444,714 +7%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$556M -$18.1M -225,916 -3%
APG Asset Management
53
APG Asset Management
Netherlands
$547M -$11.9M -148,502 -2%
DZ Bank
54
DZ Bank
Germany
$525M +$5.57M +69,507 +1%
Capital Research Global Investors
55
Capital Research Global Investors
California
$521M -$84.1M -1,049,887 -14%
CS
56
Credit Suisse
Switzerland
$506M +$48.4M +603,583 +11%
RJA
57
Raymond James & Associates
Florida
$503M +$15.9M +198,802 +3%
Prudential Financial
58
Prudential Financial
New Jersey
$498M -$38.7M -482,311 -7%
VOYA Investment Management
59
VOYA Investment Management
Georgia
$496M +$24.5M +305,967 +5%
Loomis, Sayles & Company
60
Loomis, Sayles & Company
Massachusetts
$479M +$4.27M +53,304 +0.9%
American Century Companies
61
American Century Companies
Missouri
$466M -$11.9M -147,867 -2%
DekaBank Deutsche Girozentrale
62
DekaBank Deutsche Girozentrale
Germany
$434M +$99.8M +1,245,761 +29%
EVM
63
Eaton Vance Management
Massachusetts
$431M +$33.8M +421,224 +9%
Canada Pension Plan Investment Board
64
Canada Pension Plan Investment Board
Ontario, Canada
$415M +$33.1M +412,643 +9%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$405M +$4.16M +51,878 +1%
Barclays
66
Barclays
United Kingdom
$394M +$8.2M +102,310 +2%
Swedbank
67
Swedbank
Sweden
$375M +$9.36M +116,766 +3%
EIP
68
Epoch Investment Partners
New York
$367M +$48.2M +601,609 +15%
Victory Capital Management
69
Victory Capital Management
Texas
$365M +$317M +3,957,180 +675%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$349M +$1.41M +17,607 +0.4%
TD Asset Management
71
TD Asset Management
Ontario, Canada
$347M +$53.3M +665,436 +18%
Renaissance Technologies
72
Renaissance Technologies
New York
$341M +$229M +2,861,054 +207%
D.E. Shaw & Co
73
D.E. Shaw & Co
New York
$338M -$78.8M -983,000 -19%
Ninety One (UK)
74
Ninety One (UK)
United Kingdom
$336M -$63.2M -788,851 -16%
Robeco Institutional Asset Management
75
Robeco Institutional Asset Management
Netherlands
$332M -$4.96M -61,837 -1%

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.