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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
UR
1226
USCA RIA
Texas
$1.96M -$797K -9,946 -29%
BDS
1227
Banco de Sabadell
Florida
$1.96M -$1.77M -22,108 -47%
ACM
1228
Allred Capital Management
Texas
$1.96M -$62.2K -776 -3%
BHBT
1229
Burke & Herbert Bank & Trust
Virginia
$1.96M -$3.93K -49 -0.2%
SFSIG
1230
San Francisco Sentry Investment Group
California
$1.95M +$8.49K +106 +0.4%
HI
1231
HBK Investments
Texas
$1.95M +$1.95M +24,314 New
OFG
1232
OmniStar Financial Group
North Carolina
$1.95M -$4.65K -58 -0.2%
SSG
1233
Summit Securities Group
New York
$1.95M +$487K +6,079 +34%
GCM
1234
Glynn Capital Management
California
$1.94M
DHFB
1235
Dixon Hubard Feinour & Brown
Virginia
$1.94M -$9.54K -119 -0.5%
CFG
1236
Citizens Financial Group
Rhode Island
$1.94M -$55.2K -689 -3%
AW
1237
ACG Wealth
Georgia
$1.94M +$147K +1,835 +8%
AR
1238
Advisory Research
Illinois
$1.93M -$29.4K -367 -2%
MCM
1239
Maple Capital Management
Vermont
$1.93M +$28.5K +355 +2%
PCM
1240
Penserra Capital Management
California
$1.93M -$380K -4,740 -16%
Lido Advisors
1241
Lido Advisors
California
$1.91M -$290K -3,614 -13%
WA
1242
WESPAC Advisors
California
$1.91M -$710K -8,856 -27%
IWM
1243
IHT Wealth Management
Illinois
$1.91M +$420K +5,238 +28%
GAM
1244
Gould Asset Management
California
$1.9M
MHS
1245
M Holdings Securities
Oregon
$1.9M -$35.6K -444 -2%
ANRIA
1246
American National Registered Investment Advisor
Texas
$1.9M
AMIM
1247
Aull & Monroe Investment Management
Alabama
$1.9M -$63K -786 -3%
CGL
1248
Clarius Group LLC
Washington
$1.9M +$385K +4,806 +26%
GCA
1249
Gideon Capital Advisors
New York
$1.9M +$1.16M +14,439 +157%
PHK
1250
Point72 Hong Kong
Hong Kong
$1.88M +$1.87M +23,367 New

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.