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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
PAM
1401
Peak Asset Management
Colorado
$1.31M -$10.8K -135 -0.8%
GRP
1402
Global Retirement Partners
California
$1.31M +$709K +8,850 +119%
WA1
1403
Wimmer Associates 1
California
$1.31M +$371K +4,624 +40%
CP
1404
Covenant Partners
Tennessee
$1.3M
SSWM
1405
Sheets Smith Wealth Management
North Carolina
$1.3M +$641 +8 +0%
WAP
1406
Wealthcare Advisory Partners
Pennsylvania
$1.3M +$16K +200 +1%
SWA
1407
Stratos Wealth Advisors
Ohio
$1.3M +$24K +299 +2%
FFA
1408
First Foundation Advisors
California
$1.3M -$90.3K -1,127 -7%
VSWA
1409
Vontobel Swiss Wealth Advisors
Switzerland
$1.3M +$119K +1,488 +10%
THWM
1410
Taylor Hoffman Wealth Management
Virginia
$1.29M +$252K +3,144 +24%
HAM
1411
Highstreet Asset Management
Ontario, Canada
$1.29M -$17.7K -221 -1%
JCM
1412
Jag Capital Management
Missouri
$1.29M +$126K +1,572 +11%
PGA
1413
Portland Global Advisors
Maine
$1.28M -$174K -2,171 -12%
CIM
1414
CIM Investment Management
Pennsylvania
$1.28M -$121K -1,515 -9%
WPW
1415
Waldron Private Wealth
Pennsylvania
$1.28M +$9.62K +120 +0.8%
SLG
1416
Stanley-Laman Group
Pennsylvania
$1.28M -$111K -1,381 -8%
TSWM
1417
Triangle Securities Wealth Management
North Carolina
$1.27M +$83K +1,036 +7%
CBU
1418
CIBC Bank USA
Illinois
$1.27M -$5.21K -65 -0.4%
CAG
1419
Csenge Advisory Group
Florida
$1.27M +$1.06M +13,269 +523%
RCM
1420
RNC Capital Management
California
$1.26M +$6.01K +75 +0.5%
YWP
1421
YorkBridge Wealth Partners
New York
$1.26M +$16.3K +204 +1%
MC
1422
Maverick Capital
Texas
$1.26M +$1.25M +15,645 New
PFM
1423
Parsec Financial Management
North Carolina
$1.26M -$84K -1,048 -6%
EGM
1424
Engineers Gate Manager
New York
$1.25M +$725K +9,048 +138%
BRWM
1425
B. Riley Wealth Management
Tennessee
$1.25M -$352K -4,389 -22%

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.