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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
FL
1151
Fort LP
Maryland
$2.28M +$937K +11,690 +70%
WEC
1152
Winslow Evans & Crocker
Massachusetts
$2.27M +$24.5K +306 +1%
FWM
1153
Frontier Wealth Management
Missouri
$2.26M -$107K -1,329 -5%
MOS
1154
MGO One Seven
Ohio
$2.26M +$137K +1,715 +7%
MCP
1155
Mirador Capital Partners
California
$2.26M +$3.53K +44 +0.2%
GWCM
1156
Godshalk Welsh Capital Management
Pennsylvania
$2.25M -$2.16K -27 -0.1%
MSS
1157
Mitchell Sinkler & Starr
Pennsylvania
$2.25M -$148K -1,852 -6%
MMG
1158
Monetary Management Group
Missouri
$2.25M +$1.28M +15,951 +132%
TWM
1159
Torch Wealth Management
Ohio
$2.25M +$23.4K +292 +1%
FPB
1160
First PREMIER Bank
South Dakota
$2.23M -$40.3K -503 -2%
RCAG
1161
Rehmann Capital Advisory Group
Michigan
$2.23M -$50.9K -635 -2%
HTHT
1162
Hemenway Trust Hemenway Trust
New Hampshire
$2.23M -$301K -3,751 -12%
FCMT
1163
Founders Capital Management (Texas)
Texas
$2.23M +$1.08M +13,440 +94%
HDIM
1164
Hanson & Doremus Investment Management
Vermont
$2.23M -$44.9K -560 -2%
ACP
1165
Aviance Capital Partners
Florida
$2.22M -$435K -5,423 -16%
GBT
1166
Grove Bank & Trust
Florida
$2.2M +$147K +1,828 +7%
PWW
1167
Pettyjohn Wood & White
Virginia
$2.2M -$202K -2,526 -8%
NPP
1168
New Potomac Partners
Maryland
$2.2M -$11K -137 -0.5%
FHB
1169
First Hawaiian Bank
Hawaii
$2.2M +$700K +8,739 +47%
EWM
1170
Empirical Wealth Management
Washington
$2.19M -$135K -1,689 -6%
HL
1171
HeadInvest LLC
Maine
$2.19M +$72.2K +901 +3%
OA
1172
Oak Associates
Ohio
$2.17M
LNB
1173
Ledyard National Bank
$2.17M -$46.6K -582 -2%
PVH
1174
Psagot Value Holdings
Israel
$2.17M +$213K +2,652 +11%
WOC
1175
West Oak Capital
California
$2.17M -$282K -3,521 -12%

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.