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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
CYG
926
Clean Yield Group
Vermont
$3.79M
FNBTCON
927
First National Bank & Trust Co of Newtown
Pennsylvania
$3.79M -$51.6K -644 -1%
NMIFOAC
928
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.78M
AA
929
Ancora Advisors
Ohio
$3.77M -$26.7K -333 -0.7%
JFGIW
930
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.76M +$671K +8,371 +22%
AP
931
Appleton Partners
Massachusetts
$3.75M +$10.1K +126 +0.3%
WAM
932
Wealthspire Advisors (Maryland)
Maryland
$3.75M -$391K -4,873 -9%
LIM
933
Leavell Investment Management
Alabama
$3.74M -$1.76K -22 -0%
LBD
934
Landsberg Bennett & Dubbaneh
Florida
$3.74M +$10.7K +134 +0.3%
HVIA
935
Hudson Valley Investment Advisors
New York
$3.73M +$140K +1,745 +4%
SIA
936
SeaBridge Investment Advisors
New Jersey
$3.73M +$7.53K +94 +0.2%
AOWM
937
Alpha Omega Wealth Management
Virginia
$3.73M +$3.03M +37,749 +420%
MIM
938
Montgomery Investment Management
Maryland
$3.73M +$490K +6,110 +15%
VCM
939
Violich Capital Management
California
$3.73M -$39.9K -498 -1%
GLLW
940
Graves Light Lenhart Wealth
Virginia
$3.73M +$72.9K +909 +2%
KTC
941
Kistler-Tiffany Companies
Pennsylvania
$3.71M +$59.5K +742 +2%
CM
942
Columbus Macro
Pennsylvania
$3.71M -$1.99M -24,786 -35%
OCM
943
One Capital Management
California
$3.7M -$16.8K -209 -0.5%
H
944
HoyleCohen
California
$3.68M +$17K +212 +0.5%
IRF
945
IBM Retirement Fund
New York
$3.67M -$39.1K -488 -1%
HW
946
Hancock Whitney
Mississippi
$3.66M -$70K -874 -2%
FPCG
947
Fort Pitt Capital Group
Pennsylvania
$3.66M +$1.48M +18,433 +68%
IWA
948
IBEX Wealth Advisors
New Jersey
$3.66M +$3.49M +43,488 +2,130%
GSBTD
949
Glenview State Bank Trust Department
Illinois
$3.65M -$84K -1,048 -2%
IMOV
950
Investment Management of Virginia
Virginia
$3.63M +$34.2K +427 +1%

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.