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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
PMG
1301
Private Management Group
California
$1.71M -$137K -1,705 -7%
FCT
1302
Family Capital Trust
Massachusetts
$1.7M
PFS
1303
Prospera Financial Services
Texas
$1.7M +$107K +1,329 +7%
IC
1304
Inscription Capital
Texas
$1.7M +$1.68M +20,997 New
BAM
1305
Brave Asset Management
New Jersey
$1.69M -$49.9K -623 -3%
CFMC
1306
Curbstone Financial Management Corp
New Hampshire
$1.69M
WMSA
1307
Weiss Multi-Strategy Advisers
New York
$1.68M -$420K -5,240 -20%
VFM
1308
Viking Fund Management
North Dakota
$1.68M
EIP
1309
Ellis Investment Partners
Pennsylvania
$1.68M +$46.6K +582 +3%
LF
1310
Lee Financial
Texas
$1.68M -$92.9K -1,159 -5%
WC
1311
Whitnell & Co
Illinois
$1.67M +$420K +5,240 +34%
NME
1312
Notis-McConarty Edward
$1.67M -$29.4K -367 -2%
MWA
1313
Meridian Wealth Advisors
Texas
$1.67M +$178K +2,221 +12%
WWM
1314
Western Wealth Management
Colorado
$1.67M -$31.5K -393 -2%
RMC
1315
Resources Management Corp
Connecticut
$1.66M +$1.66M +20,713 New
AIC
1316
Archer Investment Corporation
Indiana
$1.65M +$4.25K +53 +0.3%
RSWM
1317
Robertson Stephens Wealth Management
California
$1.65M +$1.64M +20,427 New
PFA
1318
Pure Financial Advisors
California
$1.65M +$3.21K +40 +0.2%
LPIC
1319
LeJeune Puetz Investment Counsel
Michigan
$1.63M
PA
1320
Probity Advisors
Texas
$1.63M +$240 +3 +0%
WSCM
1321
Wellington Shields Capital Management
New York
$1.63M +$298K +3,723 +22%
DWM
1322
Dorchester Wealth Management
Quebec, Canada
$1.63M -$16.8K -209 -1%
NFG
1323
Next Financial Group
Texas
$1.62M +$78.4K +978 +5%
BC
1324
Burney Company
Virginia
$1.61M -$95.4K -1,190 -6%
DJSG
1325
D.J. St. Germain
Massachusetts
$1.61M -$29.3K -365 -2%

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.