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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
SCP
976
Stamos Capital Partners
California
$3.41M +$1.4M +17,502 +70%
P
977
Pitcairn
Pennsylvania
$3.38M -$129K -1,614 -4%
ETI
978
Enterprise Trust & Investment
California
$3.37M -$208K -2,600 -6%
MCM
979
McMillion Capital Management
North Carolina
$3.37M -$70.1K -875 -2%
JPMIA
980
J.P. Marvel Investment Advisors
Massachusetts
$3.36M +$3.35M +41,836 New
FB
981
Fulton Bank
Pennsylvania
$3.36M -$41.2K -514 -1%
CBTWT
982
Community Bank & Trust (Waco, Texas)
Texas
$3.35M -$27.3K -341 -0.8%
RWM
983
Rench Wealth Management
Texas
$3.34M +$112K +1,392 +3%
WPC
984
White Pine Capital
Minnesota
$3.31M +$721 +9 +0%
PAI
985
Pittenger & Anderson Inc
Nebraska
$3.3M +$262K +3,266 +9%
OWD
986
Osborn Williams & Donohoe
Ohio
$3.29M -$93.4K -1,166 -3%
NO
987
Ninety One
South Africa
$3.29M -$89.2K -1,113 -3%
TYCC
988
Texas Yale Capital Corp
Florida
$3.28M
PT
989
Plimoth Trust
Massachusetts
$3.25M -$88.2K -1,100 -3%
IC
990
Investment Counsel
Michigan
$3.24M -$26.9K -336 -0.8%
WS
991
Wedbush Securities
California
$3.23M +$57.9K +722 +2%
SFG
992
SevenBridge Financial Group
Pennsylvania
$3.23M +$58.1K +725 +2%
FNBOO
993
First National Bank of Omaha
Nebraska
$3.23M +$21K +262 +0.7%
BFEC
994
Benjamin F. Edwards & Company
Missouri
$3.23M -$124K -1,544 -4%
LNC
995
Lincoln National Corp
Pennsylvania
$3.23M +$220K +2,748 +7%
KCM
996
Kempner Capital Management
Texas
$3.22M -$1.07M -13,345 -25%
BCP
997
Blue Chip Partners
Michigan
$3.2M +$199K +2,480 +7%
BO
998
BRR OpCo
Ohio
$3.2M +$19.8K +247 +0.6%
MA
999
Mutual Advisors
Nebraska
$3.18M -$483K -6,022 -13%
HB
1000
Homrich & Berg
Georgia
$3.18M -$94.5K -1,179 -3%

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.