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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
SEC
1476
Seven Eight Capital
New York
$1.1M -$15.6M -194,928 -93%
TBNY
1477
Trustco Bank (New York)
New York
$1.1M -$8.41K -105 -0.8%
BCM
1478
BlueCrest Capital Management
Jersey
$1.09M +$1.09M +13,628 New
IA
1479
IFG Advisory
Georgia
$1.09M -$323K -4,028 -23%
IBOK
1480
Independence Bank of Kentucky
Kentucky
$1.09M +$102K +1,274 +10%
BC
1481
Burleson & Co
California
$1.09M +$43.1K +538 +4%
MIA
1482
MainStreet Investment Advisors
Illinois
$1.09M -$39K -487 -3%
NIA
1483
Northstar Investment Advisors
Colorado
$1.08M +$1.05M +13,145 New
PCG
1484
Private Capital Group
Connecticut
$1.08M +$338K +4,222 +46%
SC
1485
Saturna Capital
Washington
$1.08M +$561K +7,004 +109%
AWE
1486
Avidian Wealth Enterprises
Texas
$1.08M -$216K -2,697 -17%
UCMOK
1487
United Capital Management of KS
Kansas
$1.08M +$70.4K +878 +7%
BEC
1488
Blue Edge Capital
Virginia
$1.07M
HJGA
1489
Hardman Johnston Global Advisors
Connecticut
$1.07M
PPP
1490
Private Portfolio Partners
New Jersey
$1.07M -$595K -7,426 -36%
WGA
1491
Weather Gauge Advisory
Virginia
$1.07M
SCG
1492
Sonata Capital Group
Washington
$1.07M +$6.49K +81 +0.6%
MC
1493
Mathes Company
New York
$1.07M
TA
1494
TCG Advisors
Texas
$1.06M -$73.4K -916 -6%
APG
1495
Abacus Planning Group
South Carolina
$1.06M +$216K +2,699 +26%
BCB
1496
Brian C. Broderick
$1.05M -$101K -1,260 -9%
KMWM
1497
Keudell/Morrison Wealth Management
Oregon
$1.05M +$2.81K +35 +0.3%
UF
1498
Univest Financial
Pennsylvania
$1.05M -$116K -1,445 -10%
AIC
1499
Ayalon Insurance Company
Israel
$1.04M +$1.04M +12,995 New
OAM
1500
Occidental Asset Management
California
$1.03M

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.