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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
Aberdeen Group
101
Aberdeen Group
United Kingdom
$215M -$9.84M -122,812 -4%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$214M +$115M +1,435,713 +116%
Public Employees Retirement Association of Colorado
103
Public Employees Retirement Association of Colorado
Colorado
$213M +$30.6M +381,264 +17%
PAMU
104
Pictet Asset Management (UK)
United Kingdom
$212M -$3.06M -38,129 -1%
Two Sigma Advisers
105
Two Sigma Advisers
New York
$206M +$67.5M +841,858 +49%
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$202M -$14.8M -184,549 -7%
UIM
107
USS Investment Management
United Kingdom
$199M +$54M +674,313 +37%
KBC Group
108
KBC Group
Belgium
$197M +$19.8M +247,538 +11%
SCCM
109
Schafer Cullen Capital Management
New York
$196M -$4.58M -57,099 -2%
CIBC Private Wealth Group
110
CIBC Private Wealth Group
Georgia
$194M +$1.86M +23,154 +1%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$192M -$831K -10,369 -0.4%
MSV
112
MN Services Vermogensbeheer
Netherlands
$191M +$79.5M +991,926 +71%
MAMU
113
Marathon Asset Management (UK)
United Kingdom
$189M -$7.66M -95,591 -4%
AG
114
Aperio Group
California
$184M +$17M +212,176 +10%
RJFSA
115
Raymond James Financial Services Advisors
Florida
$181M +$12.1M +151,357 +7%
US Bancorp
116
US Bancorp
Minnesota
$174M -$863K -10,767 -0.5%
Bank of Nova Scotia
117
Bank of Nova Scotia
Ontario, Canada
$173M +$114M +1,427,455 +196%
CP
118
Coho Partners
Pennsylvania
$173M -$5.73M -71,483 -3%
Toronto Dominion Bank
119
Toronto Dominion Bank
Ontario, Canada
$170M -$152M -1,897,282 -47%
State of New Jersey Common Pension Fund D
120
State of New Jersey Common Pension Fund D
New Jersey
$168M -$126M -1,576,402 -43%
Russell Investments Group
121
Russell Investments Group
United Kingdom
$166M -$39.6M -493,932 -19%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$165M +$1.53M +19,093 +0.9%
O
123
OrbiMed
New York
$164M -$51.7M -645,568 -24%
Lord, Abbett & Co
124
Lord, Abbett & Co
New Jersey
$161M -$49.4M -616,945 -24%
BGIM
125
Brandywine Global Investment Management
Pennsylvania
$160M -$12.7M -158,875 -7%

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.