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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
SBSB
1176
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.17M -$2.32K -29 -0.1%
SGA
1177
Strategic Global Advisors
California
$2.14M -$193K -2,405 -8%
CCA
1178
Checchi Capital Advisers
California
$2.13M -$29.7K -370 -1%
TPA
1179
Trivium Point Advisory
Connecticut
$2.13M +$12.2K +152 +0.6%
ZCA
1180
Zeke Capital Advisors
Pennsylvania
$2.13M +$302K +3,767 +17%
AFM
1181
Andesa Financial Management
Pennsylvania
$2.13M -$105K -1,309 -5%
WCM
1182
Wallace Capital Management
Texas
$2.13M -$54.3K -677 -2%
PMG
1183
ProVise Management Group
Florida
$2.13M -$47.3K -590 -2%
PG
1184
Patten Group
Tennessee
$2.12M -$16.4K -205 -0.8%
GWI
1185
Grace & White Inc
New York
$2.12M
DAS
1186
Dynamic Advisor Solutions
Arizona
$2.11M +$263K +3,285 +14%
FG
1187
Fiduciary Group
Georgia
$2.11M -$53.8K -671 -2%
CWS
1188
Cypress Wealth Services
California
$2.11M +$50.6K +631 +2%
RM
1189
Resource Management
Louisiana
$2.1M -$7.61K -95 -0.4%
IB
1190
Intrust Bank
Kansas
$2.1M -$51.2K -639 -2%
OCM
1191
Orleans Capital Management
Louisiana
$2.1M +$30.3K +378 +1%
CA
1192
Continental Advisors
Utah
$2.09M
DMC
1193
Drexel Morgan & Co
Pennsylvania
$2.09M +$481 +6 +0%
PFSC
1194
Peoples Financial Services Corp
Pennsylvania
$2.09M
ARMC
1195
American Research & Management Company
Massachusetts
$2.09M -$164K -2,044 -7%
MJP
1196
Michael J. Puzo
$2.08M -$67.2K -839 -3%
CS
1197
Cannell & Spears
New York
$2.08M
SW
1198
SlateStone Wealth
Florida
$2.08M +$177K +2,212 +9%
EH
1199
Employers Holdings
Nevada
$2.08M -$639K -7,975 -24%
SP
1200
SWS Partners
Ohio
$2.07M +$35.3K +440 +2%

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.