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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
SBIA
1101
Sheaff Brock Investment Advisors
Indiana
$2.55M -$30.8K -384 -1%
CCFCSB
1102
Cape Cod Five Cents Savings Bank
Massachusetts
$2.55M -$148K -1,844 -5%
FMWA
1103
Forvis Mazars Wealth Advisors
Missouri
$2.54M -$56K -699 -2%
PIMJS
1104
PKO Investment Management Joint-Stock
Poland
$2.54M
GFPC
1105
Global Financial Private Capital
Florida
$2.54M -$158K -1,972 -6%
HAG
1106
HighPoint Advisor Group
Illinois
$2.54M +$21.8K +272 +0.9%
CFA
1107
Carroll Financial Associates
North Carolina
$2.51M +$8.82K +110 +0.4%
HIC
1108
Holderness Investments Company
North Carolina
$2.51M -$3.29K -41 -0.1%
WB
1109
Webster Bank
Connecticut
$2.51M +$16.2K +202 +0.7%
PVWM
1110
Point View Wealth Management
New Jersey
$2.51M -$342K -4,267 -12%
MPWT
1111
MassMutual Private Wealth & Trust
Connecticut
$2.51M +$254K +3,166 +11%
PCAP
1112
Pratt Collard Advisory Partners
New York
$2.5M -$7.13K -89 -0.3%
OPTFSNA
1113
Old Point Trust & Financial Services N A
Virginia
$2.5M -$86.9K -1,084 -3%
BP
1114
Ballentine Partners
Massachusetts
$2.5M +$864K +10,776 +53%
FCCM
1115
First City Capital Management
Georgia
$2.49M -$61.5K -768 -2%
RMC
1116
Regis Management Company
California
$2.48M
HIC
1117
Harvey Investment Company
Kentucky
$2.48M
IA
1118
IFP Advisors
Florida
$2.47M +$2.51M +31,304 New
CIC
1119
Chase Investment Counsel
Virginia
$2.47M -$36.3K -453 -1%
FHA
1120
Flagship Harbor Advisors
Massachusetts
$2.47M +$48.5K +605 +2%
RIM
1121
Rampart Investment Management
Connecticut
$2.45M -$1.16M -14,412 -32%
CCC
1122
Chelsea Counsel Company
California
$2.45M -$678K -8,463 -22%
TIM
1123
Thompson Investment Management
Wisconsin
$2.45M
FLI
1124
Family Legacy Inc
South Carolina
$2.42M +$298K +3,718 +14%
O
1125
Ossiam
France
$2.42M -$3.29M -41,081 -58%

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.