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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
SA
1276
Strategic Advisors
New York
$1.8M +$35.7K +446 +2%
BAM
1277
Belpointe Asset Management
Nevada
$1.79M +$167K +2,082 +10%
CHC
1278
City Holding Co
West Virginia
$1.79M +$362K +4,516 +25%
MSA
1279
Marino Stram & Associates
Massachusetts
$1.79M +$36.3K +453 +2%
CCM
1280
Cox Capital Management
Massachusetts
$1.78M +$717K +8,941 +67%
IC
1281
Inverness Counsel
New York
$1.78M -$412K -5,135 -19%
ADL
1282
Asset Dedication LLC
California
$1.77M +$69.2K +864 +4%
SGCA
1283
Steel Grove Capital Advisors
Tennessee
$1.76M -$5.21K -65 -0.3%
CF
1284
Copperwynd Financial
Arizona
$1.75M +$163K +2,038 +10%
FPS
1285
Fieldpoint Private Securities
Connecticut
$1.75M -$38.6K -482 -2%
SWA
1286
Sutton Wealth Advisors
Florida
$1.75M +$16.8K +209 +1%
Cetera Investment Advisers
1287
Cetera Investment Advisers
Illinois
$1.75M -$69.8K -871 -4%
KFGK
1288
Keystone Financial Group (Kentucky)
Kentucky
$1.74M +$11.1K +139 +0.6%
EFSCE
1289
Enterprise Financial Services Corp (EFSC)
Missouri
$1.74M -$25.9K -323 -1%
FANJ
1290
Financial Architects (New Jersey)
New Jersey
$1.74M -$116K -1,451 -6%
KCM
1291
Kanawha Capital Management
Virginia
$1.73M +$135K +1,687 +9%
MFW
1292
Meristem Family Wealth
Minnesota
$1.73M -$212K -2,642 -11%
JCM
1293
Janney Capital Management
Pennsylvania
$1.73M +$290K +3,613 +20%
KFS
1294
Kurt F. Somerville
$1.73M -$42K -524 -2%
BEAM
1295
Baker Ellis Asset Management
Washington
$1.72M
PH
1296
Pinnacle Holdings
Oklahoma
$1.72M -$11.1K -138 -0.6%
TCM
1297
Telos Capital Management
California
$1.72M +$242K +3,018 +16%
QCM
1298
Quest Capital Management
Texas
$1.71M -$9.86K -123 -0.6%
CCG
1299
Ceeto Capital Group
Florida
$1.71M -$74.1K -925 -4%
PGIM
1300
Pacific Global Investment Management
California
$1.71M +$17.3K +216 +1%

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.