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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
TCMG
1026
TSP Capital Management Group
New Jersey
$3M
AIM
1027
AIA Investment Management
Singapore
$3M +$2.99M +37,351 New
FQ
1028
First Quadrant
California
$2.98M -$349K -4,349 -10%
CI
1029
Capital International
California
$2.98M +$1.17M +14,568 +65%
PAS
1030
Park Avenue Securities
New York
$2.97M +$409K +5,099 +16%
BPWA
1031
Beacon Pointe Wealth Advisors
California
$2.96M +$970K +12,102 +49%
MSAM
1032
Moloney Securities Asset Management
Missouri
$2.96M -$481K -6,000 -14%
LWAC
1033
Laurel Wealth Advisors (California)
California
$2.95M +$360K +4,496 +14%
BFO
1034
Biltmore Family Office
North Carolina
$2.95M +$1.03M +12,903 +55%
GIC
1035
Gantzert Investment Company
Illinois
$2.94M +$299K +3,736 +11%
CC
1036
ClearArc Capital
Ohio
$2.94M -$4.81K -60 -0.2%
MCM
1037
Monument Capital Management
Virginia
$2.94M -$21.7K -271 -0.7%
TI
1038
Truehand Inc
New Hampshire
$2.93M
AFM
1039
Abbot Financial Management
Massachusetts
$2.93M -$8.26K -103 -0.3%
CAM
1040
Chesapeake Asset Management
New York
$2.91M -$223K -2,781 -7%
SFI
1041
SPC Financial Inc
Maryland
$2.91M -$55.9K -697 -2%
NNP
1042
Nachman Norwood & Parrott
South Carolina
$2.91M +$12.7K +159 +0.4%
CVM
1043
Cheviot Value Management
California
$2.9M -$18.6K -232 -0.6%
LJHT
1044
Laurie J. Hall Trustee
$2.9M -$23.2K -289 -0.8%
HC
1045
Hendley & Co
Ohio
$2.9M +$21K +262 +0.7%
BMA
1046
Brooks Moore & Associates
Tennessee
$2.89M +$47.4K +592 +2%
OIA
1047
OneDigital Investment Advisors
Kansas
$2.88M +$77.7K +969 +3%
SACTSONJ
1048
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.86M
PAM
1049
Paradigm Asset Management
New York
$2.86M -$630K -7,860 -18%
TFS
1050
TrustCore Financial Services
Tennessee
$2.86M -$106K -1,321 -4%

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.