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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
CST
1526
Charles Schwab Trust
Nevada
$981K +$986K +12,302 New
FMTCOCP
1527
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$980K -$4.17K -52 -0.4%
WBC
1528
West Branch Capital
Massachusetts
$979K +$977K +12,192 New
RA
1529
RFG Advisory
Alabama
$977K +$47.2K +589 +5%
CC
1530
Cadinha & Co
Hawaii
$976K -$28.1K -351 -3%
AFC
1531
AFT Forsyth & Company
Florida
$974K
PHIMC
1532
Private Harbour Investment Management & Counsel
Ohio
$970K -$21K -262 -2%
NSAM
1533
North Star Asset Management
Wisconsin
$966K -$16.8K -209 -2%
AIM
1534
Allen Investment Management
New York
$965K +$11.2K +140 +1%
TIA
1535
Tiemann Investment Advisors
California
$958K -$35.7K -446 -4%
GCM
1536
Grisanti Capital Management
New York
$955K +$7.53K +94 +0.8%
HFM
1537
Harvest Fund Management
China
$955K +$642K +8,007 +206%
WWM
1538
Windsor Wealth Management
Indiana
$954K -$154K -1,922 -14%
HFBOT
1539
Home Federal Bank of Tennessee
Tennessee
$952K +$12.6K +157 +1%
CPIG
1540
Chicago Partners Investment Group
Illinois
$952K +$44.7K +558 +5%
3C
1541
361 Capital
Colorado
$950K -$7.53K -94 -0.8%
WCM
1542
Wunderlich Capital Managemnt
Tennessee
$948K +$38.1K +475 +4%
HWA
1543
HHM Wealth Advisors
Tennessee
$947K +$944K +11,785 New
FBB
1544
Fulton Breakefield Broenniman
Maryland
$937K +$935K +11,671 New
AF
1545
Aldebaran Financial
$936K -$111K -1,391 -11%
WFM
1546
Wolff Financial Management
Michigan
$935K
PFS
1547
Physicians Financial Services
North Carolina
$927K -$24.7K -308 -3%
LKIM
1548
Lawson Kroeker Investment Management
Nebraska
$926K -$16.8K -210 -2%
NJBEST
1549
New Jersey Better Educational Savings Trust
New Jersey
$926K
OSNBOA
1550
Old Second National Bank of Aurora
Illinois
$926K +$5.13K +64 +0.6%

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.