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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
AAIM
751
American Assets Investment Management
California
$5.89M
ACI
752
Alpha Cubed Investments
California
$5.87M +$18.8K +235 +0.3%
B
753
Bailard
California
$5.85M +$18.8K +235 +0.3%
PP
754
Palladium Partners
Virginia
$5.84M +$230K +2,875 +3%
GAB
755
German American Bancorp
Indiana
$5.79M -$45K -561 -0.8%
GIA
756
Guyasuta Investment Advisors
Pennsylvania
$5.78M -$210K -2,623 -4%
PFM
757
Premier Fund Managers
United Kingdom
$5.77M
SWP
758
Stratos Wealth Partners
Ohio
$5.76M -$63.2K -789 -1%
MLL
759
Moody Lynn & Lieberson
Massachusetts
$5.74M -$5.02M -62,695 -47%
SBWIC
760
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.74M +$106K +1,317 +2%
NEAM
761
New England Asset Management
Connecticut
$5.69M
JWM
762
Jackson Wealth Management
Florida
$5.67M +$920K +11,474 +19%
OAM
763
Oxford Asset Management
United Kingdom
$5.66M -$10.5M -130,453 -65%
GI
764
GAMCO Investors
Connecticut
$5.66M -$340K -4,244 -6%
NGA
765
Naples Global Advisors
Florida
$5.62M +$55.1K +687 +1%
NB
766
NBT Bank
New York
$5.61M +$48.2K +602 +0.9%
MCM
767
Mengis Capital Management
Oregon
$5.58M +$164K +2,047 +3%
ECM
768
Everence Capital Management
Indiana
$5.57M
MHIC
769
Marble Harbor Investment Counsel
Massachusetts
$5.56M +$2.08K +26 +0%
WAS
770
WESPAC Advisors SoCal
California
$5.54M +$58.8K +734 +1%
RIA
771
RPG Investment Advisory
California
$5.54M +$32.2K +402 +0.6%
QT
772
Quantbot Technologies
New York
$5.5M +$694K +8,655 +14%
MCM
773
Murphy Capital Management
New Jersey
$5.48M +$83.3K +1,039 +2%
KIC
774
Keating Investment Counselors
Florida
$5.48M -$1.33M -16,606 -20%
TCOT
775
Trust Company of Toledo
Ohio
$5.47M -$31.4K -392 -0.6%

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.