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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
CAM
801
Covenant Asset Management
New Jersey
$5.12M
BFM
802
Boston Financial Management
Massachusetts
$5.12M -$118K -1,467 -2%
Millennium Management
803
Millennium Management
New York
$5.1M +$3.31M +41,342 +187%
NWP
804
Northstar Wealth Partners
Connecticut
$5.09M -$45.2K -564 -0.9%
BCM
805
BTC Capital Management
Iowa
$5.09M +$173K +2,161 +4%
KRSITF
806
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.08M +$564K +7,034 +13%
JAM
807
Jolley Asset Management
North Carolina
$5.08M -$47.6K -594 -0.9%
MIM
808
Marco Investment Management
Georgia
$5.03M +$112K +1,397 +2%
CBN
809
Cadence Bank NA
Texas
$5.01M -$57.7K -720 -1%
ASN
810
Advisory Services Network
Georgia
$5.01M
CA
811
Cetera Advisors
Colorado
$5M -$181K -2,256 -3%
SCM
812
Shelton Capital Management
Colorado
$4.98M -$6.89K -86 -0.1%
PTC
813
Philadelphia Trust Company
Pennsylvania
$4.96M +$709K +8,845 +17%
EM
814
Excalibur Management
Massachusetts
$4.96M -$42K -524 -0.8%
SSB
815
Sandy Spring Bank
Maryland
$4.95M -$231K -2,886 -4%
BCMO
816
Buckingham Capital Management (Ohio)
Ohio
$4.94M -$213K -2,652 -4%
MC
817
Miramar Capital
Illinois
$4.92M +$597K +7,454 +14%
AWA
818
ARS Wealth Advisors
Florida
$4.91M -$228K -2,848 -4%
CWM
819
Calamos Wealth Management
Illinois
$4.9M +$103K +1,280 +2%
MCM
820
Maryland Capital Management
Maryland
$4.89M +$164K +2,047 +3%
RG
821
Rathbones Group
United Kingdom
$4.87M +$162K +2,018 +3%
PJSIMP
822
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.84M -$110K -1,368 -2%
CIM
823
Cambria Investment Management
California
$4.83M -$58.4K -729 -1%
HI
824
Horizon Investments
North Carolina
$4.82M +$3.1M +38,627 +180%
PTC
825
Private Trust Company
Ohio
$4.82M -$19.7K -246 -0.4%

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.