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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
HR
1426
Hayden Royal
North Carolina
$1.25M +$70.5K +880 +6%
CPO
1427
Cerity Partners OCIO
New York
$1.25M +$79.8K +996 +7%
VCM
1428
Virtue Capital Management
Tennessee
$1.24M -$52.8K -659 -4%
MFG
1429
MidWestOne Financial Group
Iowa
$1.24M -$63.3K -790 -5%
CA
1430
Calton & Associates
Florida
$1.24M +$26.4K +329 +2%
TW
1431
TrinityPoint Wealth
Connecticut
$1.24M +$236K +2,947 +23%
NAMP
1432
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.24M +$109K +1,363 +10%
AWM
1433
Avior Wealth Management
Nebraska
$1.24M -$21.4K -267 -2%
CA
1434
Cambridge Advisors
Nebraska
$1.24M -$24.5K -306 -2%
PI
1435
PFS Investments
Georgia
$1.24M +$604K +7,537 +96%
SCP
1436
Seizert Capital Partners
Michigan
$1.22M -$23.6K -294 -2%
BWM
1437
BT Wealth Management
Georgia
$1.22M
Winslow Capital Management
1438
Winslow Capital Management
Minnesota
$1.22M +$1.22M +15,196 New
TFS
1439
Thoroughbred Financial Services
Tennessee
$1.22M +$7.61K +95 +0.6%
LSAG
1440
Lake Street Advisors Group
New Hampshire
$1.22M +$50.7K +633 +4%
MAM
1441
Mastrapasqua Asset Management
Tennessee
$1.22M -$1.28K -16 -0.1%
MIAS
1442
Mason Investment Advisory Services
Virginia
$1.21M +$50.6K +631 +4%
NFG
1443
Nations Financial Group
Iowa
$1.21M +$204K +2,547 +21%
SWM
1444
Segment Wealth Management
Texas
$1.21M -$252K -3,142 -17%
AFA
1445
Abacus FCF Advisors
Florida
$1.21M +$2.81K +35 +0.2%
MYIA
1446
Mount Yale Investment Advisors
Colorado
$1.21M +$45.8K +571 +4%
SIM
1447
Stratos Investment Management
Ohio
$1.2M +$117K +1,457 +11%
TFF
1448
The Family Firm
Maryland
$1.19M +$641 +8 +0.1%
WPP
1449
Whalerock Point Partners
Rhode Island
$1.18M +$2.4K +30 +0.2%
CGA
1450
Crescent Grove Advisors
Illinois
$1.18M -$9.14K -114 -0.8%

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.