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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
GCM
1126
Gables Capital Management
Florida
$2.41M +$239K +2,987 +11%
1IA
1127
1834 Investment Advisors
Wisconsin
$2.4M +$28.1K +350 +1%
SIAG
1128
Signet Investment Advisory Group
Rhode Island
$2.4M -$84.8K -1,058 -3%
AWM
1129
Aries Wealth Management
Maine
$2.4M -$18.2K -227 -0.8%
MAM
1130
Morse Asset Management
Connecticut
$2.4M
BFC
1131
Blue Fin Capital
Rhode Island
$2.38M -$145K -1,813 -6%
ESB
1132
Essex Savings Bank
Connecticut
$2.37M -$1.27M -15,795 -35%
DPIM
1133
Duff & Phelps Investment Management
Illinois
$2.37M
FC
1134
Forte Capital
New York
$2.37M -$57.7K -720 -2%
CIC
1135
Carnegie Investment Counsel
Ohio
$2.36M -$16.8K -210 -0.7%
BAAM
1136
Baker Avenue Asset Management
California
$2.36M +$55.4K +691 +2%
WCM
1137
Washington Capital Management
Washington
$2.35M
ACM
1138
AlphaCrest Capital Management
New York
$2.35M -$1.16M -14,483 -33%
BOCM
1139
Bontempo Ohly Capital Management
Maryland
$2.34M +$3.29K +41 +0.1%
HFM
1140
Hartford Financial Management
Connecticut
$2.32M +$7.77K +97 +0.3%
LOAME
1141
Lombard Odier Asset Management (Europe)
United Kingdom
$2.31M
HCA
1142
Harbour Capital Advisors
Virginia
$2.31M +$207K +2,578 +10%
MCM
1143
Mitchell Capital Management
Kansas
$2.31M -$23.5K -293 -1%
SNT
1144
Security National Trust
West Virginia
$2.31M -$8.34K -104 -0.4%
HF
1145
HRT Financial
New York
$2.3M +$2.3M +28,642 New
SFA
1146
Sequoia Financial Advisors
Ohio
$2.3M -$34.7K -433 -1%
EFS
1147
Essex Financial Services
Connecticut
$2.3M -$107K -1,338 -4%
SCM
1148
Stonebridge Capital Management
California
$2.29M -$818K -10,206 -26%
LWS
1149
Lucia Wealth Services
California
$2.29M -$41.1K -513 -2%
TA
1150
Tiedemann Advisors
New York
$2.28M +$132K +1,644 +6%

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.