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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
GW
1251
GW & Wade
Massachusetts
$1.87M +$160K +1,999 +9%
MWM
1252
Modera Wealth Management
New Jersey
$1.87M +$240 +3 +0%
IIC
1253
Ironwood Investment Counsel
Arizona
$1.87M -$17.2K -215 -0.9%
PIM
1254
Platinum Investment Management
Australia
$1.86M
CS
1255
Comerica Securities
Michigan
$1.86M +$161K +2,013 +10%
BMCM
1256
Bryn Mawr Capital Management
Pennsylvania
$1.85M +$36.4K +454 +2%
QCG
1257
Quadrant Capital Group
Ohio
$1.84M +$5.93K +74 +0.3%
PAM
1258
Pegasus Asset Management
New York
$1.84M +$15.5K +194 +0.9%
BWM
1259
BigSur Wealth Management
Florida
$1.83M +$77.3K +964 +4%
SBWM
1260
Sunflower Bank Wealth Management
Arizona
$1.83M
MIP
1261
Marietta Investment Partners
Wisconsin
$1.83M -$20.1K -251 -1%
IAMOG
1262
Investors Asset Management of Georgia
Georgia
$1.83M
PFO
1263
Pathstone Family Office
New Jersey
$1.83M -$64K -798 -3%
PTB
1264
Pioneer Trust Bank
Oregon
$1.83M +$1.04M +12,932 +132%
SCA
1265
Sippican Capital Advisors
Massachusetts
$1.82M -$84.3K -1,052 -4%
PK
1266
Pflug Koory
Nebraska
$1.82M +$6.41K +80 +0.4%
CCM
1267
Compton Capital Management
Rhode Island
$1.82M -$120K -1,499 -6%
SBL
1268
Sargent Bickham Lagudis
Colorado
$1.82M +$5.53K +69 +0.3%
SIC
1269
Shoker Investment Counsel
Ohio
$1.82M +$19K +237 +1%
ROTUOC
1270
Regents of the University of California
California
$1.82M
TIP
1271
Torray Investment Partners
Maryland
$1.81M +$16.4K +205 +0.9%
PAM
1272
Palisade Asset Management
Minnesota
$1.81M +$17.9K +223 +1%
SIAP
1273
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.81M -$36.5K -455 -2%
PWAP
1274
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.8M -$1.59M -19,857 -47%
PL
1275
Perpetual Ltd
Australia
$1.8M

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.