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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
BFIM
726
Beese Fulmer Investment Management
Ohio
$6.37M +$1.33M +16,628 +27%
SIM
727
Sonora Investment Management
Arizona
$6.34M +$690K +8,612 +12%
FNFDCM
728
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.33M +$122K +1,519 +2%
HCM
729
Hodges Capital Management
Texas
$6.32M +$494K +6,164 +8%
SP
730
Sarasin & Partners
United Kingdom
$6.29M +$1.05M +13,140 +20%
CIA
731
Choate Investment Advisors
Massachusetts
$6.27M -$294K -3,668 -4%
MIC
732
MU Investments Company
Japan
$6.26M
AUB
733
Atlantic Union Bankshares
Virginia
$6.26M +$54.3K +678 +0.9%
BA
734
Boston Advisors
Massachusetts
$6.25M -$941K -11,747 -13%
RMCM
735
Reynders McVeigh Capital Management
Massachusetts
$6.24M -$801 -10 -0%
EP
736
Edgestream Partners
New Jersey
$6.23M -$3.79M -47,286 -38%
CCM
737
Copernicus Capital Management
California
$6.23M -$5.63M -70,216 -48%
OIM
738
Opus Investment Management
Massachusetts
$6.2M -$399K -4,978 -6%
SIG
739
Sky Investment Group
Connecticut
$6.2M -$37.8K -472 -0.6%
GCA
740
Greenwood Capital Associates
South Carolina
$6.12M +$358K +4,469 +6%
SC
741
Stralem & Co
New York
$6.11M -$189K -2,358 -3%
GCM
742
Garland Capital Management
Washington
$6.11M -$55K -686 -0.9%
ONB
743
Old National Bancorp
Indiana
$6.11M +$239K +2,987 +4%
BUB
744
BBVA USA Bancshares
Texas
$6.04M -$6.17K -77 -0.1%
JC
745
Jacobs & Co
California
$5.96M +$55.1K +687 +0.9%
PDN
746
Pensionfund DSM Netherlands
Netherlands
$5.95M
BPM
747
Bowling Portfolio Management
Ohio
$5.9M +$4.74M +59,119 +411%
MCM
748
Matarin Capital Management
New York
$5.9M -$9.22K -115 -0.2%
BHA
749
Beech Hill Advisors
New York
$5.9M -$172K -2,148 -3%
SCM
750
Sitrin Capital Management
California
$5.9M -$30.7K -383 -0.5%

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.