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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
KFBMI
1076
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.67M
BJL
1077
Brighton Jones LLC
Washington
$2.67M -$18.6K -232 -0.7%
Rafferty Asset Management
1078
Rafferty Asset Management
New York
$2.67M -$189K -2,363 -7%
CPA
1079
Capital Planning Advisors
California
$2.66M -$29.9K -373 -1%
PWSG
1080
Pacific Wealth Strategies Group
California
$2.65M +$255K +3,176 +11%
EHC
1081
Everett Harris & Co
California
$2.65M -$2.61M -32,599 -50%
FA
1082
FMA Advisory
Pennsylvania
$2.65M -$103K -1,287 -4%
PIM
1083
Penobscot Investment Management
Massachusetts
$2.64M -$240 -3 -0%
AL
1084
Arnhold LLC
New York
$2.64M
VCAM
1085
Van Cleef Asset Management
Ohio
$2.64M -$15.8K -197 -0.6%
BFM
1086
Boothbay Fund Management
New York
$2.64M +$2.63M +32,843 New
HCA
1087
Horan Capital Advisors
Ohio
$2.63M -$33.6K -419 -1%
CDH
1088
Charles D. Hyman
$2.63M +$160 +2 +0%
SS
1089
Simplicity Solutions
Minnesota
$2.62M +$24.3K +303 +0.9%
AIL
1090
AGF Investments LLC
Ontario, Canada
$2.61M -$465K -5,807 -15%
DAM
1091
Doheny Asset Management
California
$2.61M -$8.34K -104 -0.3%
TVWM
1092
Tower View Wealth Management
Wisconsin
$2.61M +$67.8K +846 +3%
AAM
1093
Azzad Asset Management
Virginia
$2.61M +$1.37M +17,117 +102%
CWM
1094
Cordatus Wealth Management
Pennsylvania
$2.61M -$41K -511 -2%
BWAM
1095
Boyd Watterson Asset Management
Ohio
$2.6M -$54.8K -684 -2%
MIC
1096
Means Investment Company
Maine
$2.6M +$12.8K +160 +0.5%
CCM
1097
Chilton Capital Management
Texas
$2.59M -$51.1K -638 -2%
BBWA
1098
Bell & Brown Wealth Advisors
California
$2.56M +$16.2K +202 +0.6%
ECM
1099
Element Capital Management
New York
$2.55M -$3.37M -42,094 -57%
AIM
1100
Axiom Investment Management
New York
$2.55M -$6.97M -87,002 -73%

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.