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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
EWA
1376
Exencial Wealth Advisors
Oklahoma
$1.43M +$219K +2,728 +18%
MC
1377
Martin & Co
Tennessee
$1.43M -$6.25K -78 -0.4%
EGA
1378
E&G Advisors
Texas
$1.42M +$58.9K +735 +4%
CL
1379
CPWM LLC
Washington
$1.4M +$14.3K +179 +1%
CG
1380
Caprock Group
Idaho
$1.4M +$106K +1,328 +8%
FM
1381
Foster & Motley
Ohio
$1.39M +$244K +3,039 +21%
MHIM
1382
MacNealy Hoover Investment Management
Ohio
$1.39M -$99.1K -1,237 -7%
NG
1383
Northstar Group
New York
$1.39M -$38.7K -483 -3%
DAM
1384
Delta Asset Management
Tennessee
$1.39M +$96K +1,198 +7%
IWC
1385
Integrated Wealth Concepts
Massachusetts
$1.39M +$196K +2,444 +16%
KWM
1386
Kingsview Wealth Management
Oregon
$1.38M +$74.4K +928 +6%
SJIM
1387
St. Johns Investment Management
Florida
$1.38M -$122K -1,520 -8%
FSA
1388
Franklin Street Advisors
North Carolina
$1.37M -$235K -2,926 -15%
BIA
1389
Bigelow Investment Advisors
Maine
$1.37M -$9.7K -121 -0.7%
WIM
1390
Waverton Investment Management
United Kingdom
$1.37M
KWMG
1391
King Wealth Management Group
Florida
$1.36M +$145K +1,809 +12%
HI
1392
Human Investing
Oregon
$1.36M -$73K -911 -5%
SWRP
1393
Summit Wealth & Retirement Planning
California
$1.36M -$41.9K -523 -3%
FAIM
1394
Financial Advocates Investment Management
Washington
$1.36M +$1.2K +15 +0.1%
CFA
1395
Camarda Financial Advisors
Florida
$1.36M -$16.1K -201 -1%
SLT
1396
St Louis Trust
Missouri
$1.35M -$277K -3,452 -17%
CL
1397
Choreo LLC
Illinois
$1.35M +$16.4K +205 +1%
PFBT
1398
Parkside Financial Bank & Trust
Missouri
$1.34M +$98.1K +1,224 +8%
1WA
1399
180 Wealth Advisors
Washington
$1.33M -$9.62K -120 -0.7%
BHB
1400
Bank Hapoalim BM
Israel
$1.32M -$218K -2,724 -14%

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.