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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
WKWM
901
Walter & Keenan Wealth Management
Indiana
$4M +$416K +5,188 +12%
AF
902
Advisornet Financial
Minnesota
$4M +$294K +3,672 +8%
BE
903
Bonness Enterprises
District of Columbia
$3.99M
RP
904
Rowlandmiller & Partners
Georgia
$3.99M -$25.4K -317 -0.6%
RMAM
905
Raab & Moskowitz Asset Management
New Jersey
$3.97M -$72.9K -910 -2%
SPC
906
Sigma Planning Corp
Michigan
$3.97M +$51K +636 +1%
PS
907
Pensionfund Sabic
Netherlands
$3.94M
BA
908
Bennicas & Associates
California
$3.94M
FFWA
909
FRG Family Wealth Advisors
Washington
$3.92M -$221K -2,759 -5%
MAFM
910
Mid Atlantic Financial Management
Pennsylvania
$3.91M -$155K -1,930 -4%
NONA
911
Ninety One North America
New York
$3.9M -$1.06M -13,187 -21%
PAMG
912
Patton Albertson Miller Group
Tennessee
$3.9M +$2.07M +25,868 +114%
RMA
913
Roffman Miller Associates
Pennsylvania
$3.89M +$1.82M +22,656 +88%
TC
914
Telemus Capital
Michigan
$3.89M +$25.6K +320 +0.7%
Verition Fund Management
915
Verition Fund Management
Connecticut
$3.88M +$1.52M +19,011 +65%
WPW
916
Winthrop Partners - WNY
New York
$3.87M +$81.3K +1,015 +2%
CCG
917
Chatham Capital Group
Georgia
$3.87M +$3.37K +42 +0.1%
WF
918
WoodTrust Financial
Wisconsin
$3.86M +$89.5K +1,117 +2%
AC
919
Abbrea Capital
California
$3.83M +$362K +4,522 +11%
BCM
920
Beddow Capital Management
Wyoming
$3.83M -$771K -9,618 -17%
GIA
921
GHP Investment Advisors
Colorado
$3.82M -$22.5K -281 -0.6%
MJRIC
922
Mogy Joel R Investment Counsel
California
$3.82M
GT
923
Greenleaf Trust
Michigan
$3.82M +$83.7K +1,044 +2%
HKAM
924
Horizon Kinetics Asset Management
New York
$3.81M -$135K -1,690 -3%
MPM
925
Meritage Portfolio Management
Kansas
$3.8M +$80.2K +1,001 +2%

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.