We are live on ! Find out more

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
BCM
1326
Buckhead Capital Management
Georgia
$1.61M +$23.6K +294 +1%
RAM
1327
RWC Asset Management
United Kingdom
$1.6M -$4.09M -50,984 -72%
RPC
1328
Rossmore Private Capital
Connecticut
$1.6M +$575K +7,179 +56%
LJAC
1329
L.J. Altfest & Co
New York
$1.59M -$254K -3,173 -14%
PCP
1330
Proficio Capital Partners
Massachusetts
$1.59M -$7.85K -98 -0.5%
SRC
1331
Shufro Rose & Co
New York
$1.58M -$81.4K -1,016 -5%
CAM
1332
Cubic Asset Management
Massachusetts
$1.58M +$43.4K +542 +3%
AAM
1333
Aureus Asset Management
Massachusetts
$1.58M
FIM
1334
Frontier Investment Management
Texas
$1.57M +$40.6K +506 +3%
KA
1335
Kovack Advisors
Florida
$1.57M +$67.7K +845 +5%
WHG
1336
Westwood Holdings Group
Texas
$1.57M -$41.4K -517 -3%
VC
1337
Vicus Capital
Pennsylvania
$1.57M +$390K +4,865 +33%
WP
1338
WealthSource Partners
California
$1.55M +$139K +1,731 +10%
EWM
1339
Evermay Wealth Management
Virginia
$1.55M +$27.3K +341 +2%
HT
1340
Heritage Trust
Oklahoma
$1.55M -$5.21K -65 -0.3%
CIAS
1341
Capital Investment Advisory Services
North Carolina
$1.54M -$70.9K -885 -4%
NCM
1342
Noesis Capital Mangement
Florida
$1.54M +$16.2K +202 +1%
RBFC
1343
Roman Butler Fullerton & Co
Missouri
$1.54M -$20.5K -256 -1%
YIA
1344
YHB Investment Advisors
Connecticut
$1.54M +$2.32K +29 +0.2%
NAM
1345
NTV Asset Management
West Virginia
$1.54M +$32.9K +410 +2%
BMC
1346
Beaton Management Company
Massachusetts
$1.53M +$12.6K +157 +0.8%
TPWA
1347
TRUE Private Wealth Advisors
Oregon
$1.53M +$164K +2,042 +12%
BOPW
1348
Brandywine Oak Private Wealth
Pennsylvania
$1.53M +$96.9K +1,209 +7%
WCM
1349
Whitener Capital Management
North Carolina
$1.52M +$25.2K +314 +2%
CC
1350
Chicago Capital
Illinois
$1.52M

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.