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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
Grantham, Mayo, Van Otterloo & Co (GMO)
76
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$329M +$16.1M +200,953 +5%
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$326M -$2.73M -34,072 -0.8%
Stifel Financial
78
Stifel Financial
Missouri
$320M +$17.1M +212,848 +6%
Adage Capital Partners
79
Adage Capital Partners
Massachusetts
$308M -$2.41M -30,077 -0.8%
TIM
80
Thornburg Investment Management
New Mexico
$307M
Korea Investment Corp
81
Korea Investment Corp
South Korea
$296M +$20M +249,424 +7%
Boston Partners
82
Boston Partners
Massachusetts
$290M -$14.9M -186,259 -5%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$289M -$3.85M -47,981 -1%
Primecap Management
84
Primecap Management
California
$287M -$596K -7,441 -0.2%
Fayez Sarofim & Co
85
Fayez Sarofim & Co
Texas
$261M +$1.94M +24,150 +0.7%
LCOV
86
London Company of Virginia
Virginia
$255M -$1.52M -19,006 -0.6%
SEI Investments
87
SEI Investments
Pennsylvania
$254M +$24.1M +300,946 +27%
AT
88
AMF Tjänstepension
Sweden
$253M -$6.57M -81,995 -3%
HSBC Holdings
89
HSBC Holdings
United Kingdom
$242M +$16.2M +202,604 +7%
National Pension Service
90
National Pension Service
South Korea
$238M +$11.2M +140,072 +5%
Citigroup
91
Citigroup
New York
$237M -$101M -1,258,677 -30%
Canada Life
92
Canada Life
Manitoba, Canada
$237M -$14.2M -177,788 -6%
PP
93
Prudential plc
United Kingdom
$234M +$6.24M +77,871 +3%
State of Wisconsin Investment Board
94
State of Wisconsin Investment Board
Wisconsin
$223M -$10.9M -136,315 -5%
AL
95
AJO LP
Pennsylvania
$223M -$36.7M -458,175 -14%
Citadel Advisors
96
Citadel Advisors
Florida
$223M +$164M +2,044,502 +281%
M&T Bank
97
M&T Bank
New York
$220M -$3M -37,469 -1%
Skandinaviska Enskilda Banken (SEB)
98
Skandinaviska Enskilda Banken (SEB)
Sweden
$219M +$77.2M +963,141 +55%
PI
99
PGGM Investments
Netherlands
$216M
Mitsubishi UFJ Trust & Banking
100
Mitsubishi UFJ Trust & Banking
Japan
$216M +$16.3M +203,955 +8%

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.