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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
KIG
1051
Kessler Investment Group
Indiana
$2.86M -$81K -1,011 -3%
BS
1052
Boenning & Scattergood
Pennsylvania
$2.84M -$61.7K -770 -2%
VIA
1053
Vident Investment Advisory
Georgia
$2.83M -$651K -8,122 -19%
SP
1054
Symmetry Partners
Connecticut
$2.82M
CIM
1055
CenturyLink Investment Management
Colorado
$2.81M -$476K -5,939 -14%
BWL
1056
Bogart Wealth LLC
Virginia
$2.81M +$20.8K +260 +0.7%
ECM
1057
EagleClaw Capital Management
Massachusetts
$2.81M +$431K +5,374 +18%
AWM
1058
Altium Wealth Management
New York
$2.81M +$87.6K +1,093 +3%
UCI
1059
Uncommon Cents Investing
Wisconsin
$2.8M -$45.4K -566 -2%
VCA
1060
Verdence Capital Advisors
Maryland
$2.8M -$65.6K -818 -2%
FMBTD
1061
First Midwest Bank Trust Division
Illinois
$2.79M -$159K -1,983 -5%
CWG
1062
Cornerstone Wealth Group
North Carolina
$2.79M +$965K +12,044 +53%
ACM
1063
Alpha Capital Management
Texas
$2.79M +$104K +1,300 +4%
APA
1064
American Portfolios Advisors
New York
$2.76M +$139K +1,739 +5%
RG
1065
Rikoon Group
New Mexico
$2.75M
PCA
1066
Providence Capital Advisors
North Carolina
$2.74M +$2.71M +33,836 +15,105%
FSA
1067
Fort Sheridan Advisors
Illinois
$2.73M +$26K +325 +1%
DCM
1068
Donaldson Capital Management
Indiana
$2.73M +$27.6K +344 +1%
MBTD
1069
Mechanics Bank - Trust Department
California
$2.72M -$383K -4,781 -12%
AA
1070
ALPS Advisors
Colorado
$2.72M -$514K -6,413 -16%
ST
1071
Smithfield Trust
Pennsylvania
$2.71M +$42.6K +531 +2%
PA
1072
Parallel Advisors
California
$2.71M +$121K +1,506 +5%
HH
1073
Hilltop Holdings
Texas
$2.71M -$332K -4,148 -11%
AIM
1074
Anchor Investment Management
South Carolina
$2.7M +$26K +324 +1%
DI
1075
DAGCO Inc
Ohio
$2.68M +$119K +1,479 +5%

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.