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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
VHAM
1351
Van Hulzen Asset Management
California
$1.52M -$51.3K -640 -3%
WTB
1352
Washington Trust Bank
Washington
$1.52M -$80.3K -1,002 -5%
BWP
1353
Bernardo Wealth Planning
Pennsylvania
$1.52M -$38.4K -479 -2%
PCMI
1354
Paradigm Capital Management Inc
New York
$1.51M
QIM
1355
Quest Investment Management
Oregon
$1.51M
EWA
1356
EP Wealth Advisors
California
$1.51M +$133K +1,664 +10%
OC
1357
Oakworth Capital
Alabama
$1.51M -$714K -8,908 -32%
HKIM
1358
Hayek Kallen Investment Management
Alabama
$1.51M +$42.6K +532 +3%
BW
1359
Bison Wealth
Georgia
$1.5M -$174K -2,172 -10%
DC
1360
DeDora Capital
California
$1.5M +$233K +2,908 +18%
GJIC
1361
Gamble Jones Investment Counsel
California
$1.5M -$62.8K -783 -4%
LF
1362
Lantz Financial
Illinois
$1.49M +$160 +2 +0%
WI
1363
Wintrust Investments
Illinois
$1.49M +$36.1K +451 +2%
JIC
1364
Joel Isaacson & Co
New York
$1.48M -$489K -6,102 -25%
MWM
1365
Mission Wealth Management
California
$1.47M -$92.2K -1,150 -6%
DI
1366
Diligent Investors
California
$1.46M -$24.4K -305 -2%
SFFS
1367
Stonehage Fleming Financial Services
Jersey
$1.46M
CCM
1368
Cribstone Capital Management
Maine
$1.46M -$239K -2,980 -14%
PAM
1369
Premier Asset Management
Illinois
$1.46M -$4.17K -52 -0.3%
PCIA
1370
Prime Capital Investment Advisors
Kansas
$1.45M +$107K +1,337 +8%
FIM
1371
Freedom Investment Management
Connecticut
$1.45M -$420K -5,243 -23%
WP
1372
WMS Partners
Maryland
$1.45M -$146K -1,823 -9%
QI
1373
Qtron Investments
Massachusetts
$1.44M +$131K +1,635 +10%
IA
1374
Independence Advisors
Pennsylvania
$1.44M +$761K +9,490 +113%
FBC
1375
Fairfield, Bush & Co
Connecticut
$1.43M +$46.2K +577 +3%

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.