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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
BAM
1201
Blueshift Asset Management
New Jersey
$2.05M +$1.64M +20,496 +406%
RHDIC
1202
R.H. Dinel Investment Counsel
California
$2.04M
CFN
1203
Cordasco Financial Network
Florida
$2.04M +$10.2K +127 +0.5%
MLM
1204
Mount Lucas Management
Pennsylvania
$2.04M -$153K -1,908 -7%
S
1205
SignatureFD
Georgia
$2.03M +$223K +2,787 +12%
SFM
1206
Signet Financial Management
New Jersey
$2.03M +$847K +10,568 +71%
SC
1207
Sawyer & Company
Massachusetts
$2.03M -$52.5K -655 -3%
IIC
1208
Integrated Investment Consultants
Michigan
$2.02M -$126K -1,572 -6%
IPW
1209
Inlet Private Wealth
Florida
$2.02M +$131K +1,636 +7%
SCA
1210
Snowden Capital Advisors
New York
$2.02M +$460K +5,738 +30%
CCWA
1211
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.01M +$529K +6,606 +36%
GIP
1212
Granite Investment Partners
California
$2.01M +$161K +2,006 +9%
SC
1213
Searle & Co
Connecticut
$2M
DKCM
1214
Davidson Kempner Capital Management
New York
$2M +$2M +24,924 New
W
1215
Wealthquest
Ohio
$2M -$78.5K -980 -4%
GA
1216
GFS Advisors
Texas
$2M +$21.8K +272 +1%
IMC Chicago
1217
IMC Chicago
Illinois
$1.99M -$1.26M -15,693 -39%
HWA
1218
HCR Wealth Advisors
California
$1.99M -$49K -611 -2%
WA
1219
WBH Advisory
Maryland
$1.99M +$147K +1,830 +8%
SC
1220
Savant Capital
Illinois
$1.99M +$128K +1,601 +7%
FIB
1221
First Interstate Bank
Montana
$1.99M -$152K -1,892 -7%
BFA
1222
Brendel Financial Advisors
New Hampshire
$1.99M
CWM
1223
Chesapeake Wealth Management
Virginia
$1.99M +$40.3K +503 +2%
NERM
1224
New England Research & Management
Illinois
$1.96M -$37.8K -472 -2%
VNIM
1225
Vaughan Nelson Investment Management
Texas
$1.96M

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.