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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
AB
1501
Atlas Brown
Kentucky
$1.03M -$133K -1,664 -11%
OCM
1502
Osterweis Capital Management
California
$1.03M +$38.3K +478 +4%
AssetMark Inc
1503
AssetMark Inc
California
$1.03M +$87.4K +1,091 +9%
WCM
1504
Windsor Capital Management
Arizona
$1.03M +$27.9K +348 +3%
TAIM
1505
TD Ameritrade Investment Management
Nebraska
$1.02M -$9.22K -115 -0.9%
RIA
1506
Realta Investment Advisors
Delaware
$1.02M -$17.6K -219 -2%
KWA
1507
KCS Wealth Advisory
California
$1.02M -$20.5K -256 -2%
CAN
1508
Claraphi Advisory Network
United States
$1.02M -$33.4K -417 -3%
FWP
1509
FAS Wealth Partners
Kansas
$1.02M -$3.04K -38 -0.3%
VNA
1510
Valley National Advisers
Pennsylvania
$1.02M +$187K +2,334 +23%
CPIA
1511
Cornell Pochily Investment Advisors
New York
$1.02M +$4.65K +58 +0.5%
MMPW
1512
Mitchell McLeod Pugh & Williams
Alabama
$1.01M -$18.8K -234 -2%
CA
1513
Capital Advantage
California
$1M +$998K +12,452 New
NL
1514
NWAM LLC
Washington
$999K +$11.2K +140 +1%
KC
1515
Knuff & Co
California
$999K +$39.5K +493 +4%
ICM
1516
IMS Capital Management
Oregon
$996K +$25.4K +317 +3%
SC
1517
Schulhoff & Co
Ohio
$992K +$10.5K +131 +1%
Kovitz Investment Group Partners
1518
Kovitz Investment Group Partners
Illinois
$989K +$202K +2,525 +4%
PCM
1519
Perkins Capital Management
Minnesota
$988K +$210K +2,620 +27%
AI
1520
Accredited Investors
Minnesota
$983K -$25.2K -315 -3%
GC
1521
Grimes & Company
Massachusetts
$983K -$7.61K -95 -0.8%
PL
1522
Plancorp LLC
Missouri
$983K -$1.36K -17 -0.1%
MPAM
1523
Murphy Pohlad Asset Management
Minnesota
$983K
SCP
1524
Sandhill Capital Partners
New York
$983K +$73.8K +921 +8%
SAM
1525
Security Asset Management
New York
$981K

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.