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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
ARMT
1451
Amica Retiree Medical Trust
Rhode Island
$1.18M +$251K +3,135 +27%
BSA
1452
Bull Street Advisors
Georgia
$1.18M +$1.18M +14,721 New
AWM
1453
Altavista Wealth Management
North Carolina
$1.17M
TWA
1454
TCI Wealth Advisors
Arizona
$1.17M -$220K -2,742 -16%
OIA
1455
Optimum Investment Advisors
Illinois
$1.17M -$22.3K -278 -2%
MMHP
1456
Murphy Middleton Hinkle & Parker
Georgia
$1.17M -$2.56K -32 -0.2%
RGNCM
1457
R.G. Niederhoffer Capital Management
New York
$1.16M +$857K +10,689 +283%
LCM
1458
Leisure Capital Management
California
$1.15M +$36.9K +461 +3%
AL
1459
Aspiriant LLC
California
$1.15M -$12.7K -158 -1%
CCB
1460
Cutter & Co Brokerage
Missouri
$1.15M -$2.56K -32 -0.2%
FI
1461
Fosun International
China
$1.14M -$500K -6,236 -30%
NHC
1462
Nicholas Hoffman & Company
Georgia
$1.14M -$47.8K -597 -4%
ADBIC
1463
A.D. Beadell Investment Counsel
Wisconsin
$1.14M +$80 +1 +0%
AIA
1464
Angeles Investment Advisors
California
$1.14M +$376K +4,693 +49%
VFA
1465
Valeo Financial Advisors
Indiana
$1.14M -$32.5K -405 -3%
CIA
1466
Covington Investment Advisors
Pennsylvania
$1.13M
NCM
1467
Northwest Capital Management
Oregon
$1.13M
SOAMC
1468
Spirit of America Management Corp
New York
$1.13M +$25.2K +314 +2%
MFG
1469
Magnus Financial Group
New York
$1.13M +$4.09K +51 +0.4%
BBNA
1470
Bremer Bank National Association
Minnesota
$1.11M -$838K -10,453 -43%
ACG
1471
Allen Capital Group
Nebraska
$1.11M -$27.7K -346 -2%
PIMG
1472
Patriot Investment Management Group
Tennessee
$1.11M -$23.1K -288 -2%
PC
1473
Port Capital
Illinois
$1.11M -$14.6K -182 -1%
WCM
1474
Weld Capital Management
New York
$1.11M +$1.11M +13,815 New
SM
1475
Sciencast Management
New Jersey
$1.11M -$521K -6,498 -32%

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.