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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
CB
876
Cadence Bank
Mississippi
$4.27M +$129K +1,611 +3%
VFA
877
Voya Financial Advisors
Connecticut
$4.26M +$232K +2,890 +6%
IFAM
878
Institutional & Family Asset Management
Colorado
$4.26M -$159K -1,989 -4%
WDA
879
Wendell David Associates
New Hampshire
$4.26M +$16.9K +211 +0.4%
FHA
880
First Horizon Advisors
Tennessee
$4.25M -$478K -5,960 -10%
CCM
881
Campbell Capital Management
Florida
$4.24M
BA
882
Baugh & Associates
Georgia
$4.22M -$16.8K -209 -0.4%
TNB
883
Thomasville National Bank
Georgia
$4.22M +$16.9K +211 +0.4%
AWM
884
Avitas Wealth Management
California
$4.22M +$70K +874 +2%
VMPIC
885
Varma Mutual Pension Insurance Co
Finland
$4.21M -$16.8M -209,600 -80%
FA
886
FDx Advisors
Illinois
$4.17M -$1.2M -14,929 -22%
HSA
887
HBK Sorce Advisory
Pennsylvania
$4.16M +$71.7K +895 +2%
CT
888
Chicago Trust
Illinois
$4.14M +$19.7K +246 +0.5%
ECM
889
Exchange Capital Management
Michigan
$4.14M +$112K +1,399 +3%
CAM
890
Cypress Asset Management
Texas
$4.13M -$60.5K -755 -1%
PCA
891
Personal Capital Advisors
California
$4.11M +$617K +7,701 +18%
RC
892
Roundview Capital
New Jersey
$4.11M +$73.9K +922 +2%
CCA
893
Cobblestone Capital Advisors
New York
$4.09M -$921K -11,491 -18%
CCG
894
Cypress Capital Group
Florida
$4.08M +$67.7K +845 +2%
BRM
895
Boston Research & Management
Massachusetts
$4.07M +$68.9K +860 +2%
BOTW
896
Bank of the West
California
$4.07M +$1.3M +16,215 +47%
HCM
897
Howland Capital Management
Massachusetts
$4.05M +$177K +2,209 +5%
WA
898
WealthTrust Axiom
Pennsylvania
$4.02M -$130K -1,628 -3%
CCM
899
Coldstream Capital Management
Washington
$4.02M -$95.1K -1,187 -2%
APP
900
Avantax Planning Partners
Iowa
$4M +$169K +2,114 +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.