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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
CIS
1001
Capital International Sarl
California
$3.17M -$1.07M -13,309 -25%
CRIG
1002
Charter Research & Investment Group
Connecticut
$3.17M +$86.9K +1,084 +3%
S
1003
Seeyond
France
$3.15M -$374K -4,665 -11%
HCM
1004
Hengehold Capital Management
Ohio
$3.15M -$80.1K -1,000 -2%
LW
1005
Linscomb Wealth
Texas
$3.15M -$73.3K -915 -2%
JCM
1006
Jacobi Capital Management
Pennsylvania
$3.14M -$74.6K -931 -2%
PWMG
1007
Prestige Wealth Management Group
New Jersey
$3.14M -$2.24K -28 -0.1%
FDS
1008
First Dallas Securities
Texas
$3.14M +$46.2K +577 +1%
IAA
1009
Independent Advisor Alliance
North Carolina
$3.11M +$14.8K +185 +0.5%
PI
1010
Pettee Investors
Connecticut
$3.1M -$7.05K -88 -0.2%
SCM
1011
Silvant Capital Management
Georgia
$3.07M -$81.6K -1,018 -3%
PWAG
1012
Polaris Wealth Advisory Group
California
$3.07M +$3.16M +39,443 New
SC
1013
SouthState Corp
Florida
$3.06M -$224K -2,793 -7%
BCA
1014
Bray Capital Advisors
Florida
$3.06M -$213K -2,661 -7%
SCP
1015
Shorepoint Capital Partners
Massachusetts
$3.06M -$112K -1,393 -4%
EVM
1016
Evelyn V. Moreno
$3.06M +$37.7K +471 +1%
SFP
1017
Shepherd Financial Partners
Massachusetts
$3.06M -$59.3K -740 -2%
CHAM
1018
Clear Harbor Asset Management
Connecticut
$3.05M +$711K +8,870 +30%
NIM
1019
Nicollet Investment Management
Minnesota
$3.05M -$45.1K -563 -1%
LFAS
1020
Level Four Advisory Services
Texas
$3.04M -$226K -2,817 -7%
RTC
1021
Riverview Trust Company
Washington
$3.03M -$4.09K -51 -0.1%
LA
1022
Lau Associates
Delaware
$3.01M -$607K -7,578 -17%
MRCM
1023
M&R Capital Management
New Jersey
$3.01M -$83.7K -1,044 -3%
AWA
1024
Arete Wealth Advisors
Illinois
$3.01M -$656K -8,183 -18%
BL
1025
BFSG LLC
California
$3M +$240K +2,991 +9%

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.