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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
AF
776
Ally Financial
Michigan
$5.47M
KIA
777
KCM Investment Advisors
California
$5.45M +$450K +5,616 +9%
DSC
778
Duncker Streett & Co
Missouri
$5.44M +$13.8K +172 +0.3%
MPA
779
Marvin & Palmer Associates
Delaware
$5.43M +$134K +1,670 +3%
Fiera Capital (Canada)
780
Fiera Capital (Canada)
Quebec, Canada
$5.42M -$96.3K -1,201 -2%
WT
781
Washington Trust
Rhode Island
$5.42M -$26.6K -332 -0.5%
BCM
782
Birmingham Capital Management
Alabama
$5.41M -$176K -2,201 -3%
CT
783
Coastline Trust
Rhode Island
$5.38M -$397K -4,954 -7%
CCMINC
784
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.38M -$35.6K -444 -0.7%
BO
785
Bank OZK
Arkansas
$5.33M -$68.8K -858 -1%
FNBOMD
786
First National Bank of Mount Dora
Florida
$5.32M -$378K -4,719 -7%
SAM
787
SP Asset Management
California
$5.3M +$32.7K +408 +0.6%
ST
788
Spinnaker Trust
Maine
$5.29M +$20.5K +256 +0.4%
AIA
789
Affinity Investment Advisors
California
$5.26M +$5.25M +65,482 New
BOC
790
Barbara Oil Co
Illinois
$5.24M
HAI
791
Hennessy Advisors Inc
California
$5.24M -$1.18M -14,672 -18%
AF
792
Arrow Financial
New York
$5.24M -$133K -1,656 -2%
CAL
793
Capital Analysts LLC
Pennsylvania
$5.21M +$191K +2,381 +4%
CRB
794
Chad R. Baker
$5.19M
SCM
795
Stellar Capital Management
Arizona
$5.17M -$309K -3,853 -6%
NCM
796
Narwhal Capital Management
Georgia
$5.16M -$515K -6,421 -9%
GCM
797
Gladius Capital Management
Illinois
$5.16M +$1.14M +14,207 +28%
PHS
798
Pekin Hardy Strauss
Illinois
$5.16M -$264K -3,297 -5%
RIL
799
Rothschild Investment LLC
Illinois
$5.15M -$57.3K -715 -1%
AWM
800
AE Wealth Management
Kansas
$5.14M -$203K -2,532 -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.