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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
BSW
851
Buckingham Strategic Wealth
Missouri
$4.49M +$956K +11,924 +27%
IC
852
Intersect Capital
California
$4.48M +$75.5K +942 +2%
CCP
853
Corient Capital Partners
California
$4.48M +$829K +10,350 +23%
VAS
854
Vestmark Advisory Solutions
Massachusetts
$4.48M +$272K +3,389 +6%
ED
855
Exane Derivatives
France
$4.47M +$101K +1,260 +2%
CGH
856
Crossmark Global Holdings
Texas
$4.45M -$965K -12,041 -18%
RIM
857
Regent Investment Management
Kentucky
$4.42M -$3.37K -42 -0.1%
SVWAG
858
Sound View Wealth Advisors Group
Georgia
$4.41M +$22.2K +277 +0.5%
MYLI
859
Meiji Yasuda Life Insurance
Japan
$4.4M -$13.5K -169 -0.3%
BAS
860
Brown Advisory Securities
Maryland
$4.4M -$552K -6,889 -11%
SYBT
861
Stock Yards Bank & Trust
Kentucky
$4.39M -$76.2K -951 -2%
FBT
862
First Bankers Trust
Kentucky
$4.38M -$226K -2,817 -5%
CAM
863
Costello Asset Management
Pennsylvania
$4.37M -$160K -1,998 -4%
NSIM
864
North Star Investment Management
Illinois
$4.37M +$36.5K +456 +0.8%
TAM
865
Tealwood Asset Management
Minnesota
$4.36M -$105K -1,315 -2%
CRC
866
Curi RMB Capital
Illinois
$4.35M -$1.04M -13,039 -19%
LS
867
Livforsakringsbolaget Skandia
Sweden
$4.34M
PFPT
868
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.33M +$132K +1,642 +3%
CAM
869
Cozad Asset Management
Illinois
$4.33M +$64.9K +810 +2%
SFWA
870
Summit Financial Wealth Advisors
Louisiana
$4.33M +$611K +7,629 +17%
WIC
871
Woodmont Investment Counsel
Tennessee
$4.33M -$94.9K -1,184 -2%
BKA
872
Brick & Kyle Associates
Pennsylvania
$4.31M +$106K +1,325 +2%
LDFR
873
Lehman & Derafelo Financial Resources
Pennsylvania
$4.29M -$16.6K -207 -0.4%
RB
874
Rodgers Brothers
Pennsylvania
$4.29M -$446K -5,565 -9%
EWM
875
Executive Wealth Management
Michigan
$4.27M +$278K +3,472 +7%

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.