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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
TF
826
Tompkins Financial
New York
$4.81M -$14.1K -176 -0.3%
GIM
827
Greylin Investment Management
Virginia
$4.77M -$105K -1,305 -2%
FCBT
828
First Citizens Bank & Trust
North Carolina
$4.75M +$468K +5,845 +11%
JAFL
829
Jay A. Fishman Ltd
Michigan
$4.74M +$12.6K +157 +0.3%
ODCM
830
Old Dominion Capital Management
Virginia
$4.74M +$41.7K +520 +0.9%
SNB
831
Security National Bank
Nebraska
$4.74M +$80.1K +1,000 +2%
FVCM
832
F&V Capital Management
Florida
$4.73M -$1.89M -23,622 -29%
ECM
833
Evergreen Capital Management
Washington
$4.72M +$68K +848 +1%
CCM
834
Cadence Capital Management
Massachusetts
$4.68M -$6.33K -79 -0.1%
ISB
835
Iowa State Bank
Iowa
$4.67M +$728K +9,088 +19%
GP
836
Greenline Partners
New York
$4.67M +$64.6K +806 +1%
VWM
837
Valley Wealth Managers
New Jersey
$4.66M +$683K +8,527 +17%
HT
838
HighTower Trust
Texas
$4.64M
DWM
839
Dakota Wealth Management
Florida
$4.63M +$1.92M +24,014 +71%
NDSI
840
Newman Dignan & Sheerar Inc
Rhode Island
$4.63M -$103K -1,279 -2%
B
841
Brightworth
Georgia
$4.62M +$438K +5,469 +11%
DDC
842
DF Dent & Co
Maryland
$4.59M +$191K +2,378 +4%
CIC
843
Cornercap Investment Counsel
Georgia
$4.59M +$303K +3,781 +7%
IIM
844
Ipswich Investment Management
Massachusetts
$4.58M
FCA
845
FLC Capital Advisors
California
$4.55M -$101K -1,258 -2%
CA
846
Clearstead Advisors
Ohio
$4.54M -$45K -562 -1%
BRWA
847
B. Riley Wealth Advisors
Florida
$4.54M +$448K +5,592 +11%
DT
848
Diversified Trust
Tennessee
$4.53M +$2.81K +35 +0.1%
GWM
849
Geneos Wealth Management
Colorado
$4.51M +$244K +3,048 +6%
OLA
850
Oliver Luxxe Assets
New Jersey
$4.51M +$908K +11,326 +25%

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.