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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
RWP
1551
RWA Wealth Partners
Massachusetts
$922K +$38.5K +481 +4%
HAIM
1552
Hunter Associates Investment Management
Pennsylvania
$920K -$9.7K -121 -1%
HPWM
1553
Highland Private Wealth Management
Washington
$919K +$74.2K +926 +9%
AA
1554
Apriem Advisors
California
$914K -$46.2K -576 -5%
IRC
1555
Investors Research Corp
Georgia
$911K +$59.6K +744 +7%
EA
1556
Elm Advisors
California
$906K -$5.21K -65 -0.6%
V
1557
VeraBank
Texas
$901K
GIA
1558
Gladstone Institutional Advisory
Florida
$901K +$439K +5,474 +95%
HI
1559
Hendershot Investments
Virginia
$897K -$6.81K -85 -0.8%
MCM
1560
Marathon Capital Management
Maryland
$897K -$641 -8 -0.1%
MBT
1561
Montecito Bank & Trust
California
$897K +$16.8K +209 +2%
DC
1562
Diametric Capital
Massachusetts
$896K -$3.69M -46,092 -81%
9WM
1563
9258 Wealth Management
Ohio
$896K +$561 +7 +0.1%
WFWM
1564
Wechter Feldman Wealth Management
New Jersey
$894K
LMAM
1565
Legg Mason Asset Management
Japan
$893K
MGIA
1566
Moneta Group Investment Advisors
Missouri
$890K -$12.5K -156 -1%
BIM
1567
Barton Investment Management
Pennsylvania
$890K
FFC
1568
First Financial Corp
Indiana
$887K +$36.1K +451 +4%
WA
1569
Wealth Architects
California
$886K -$10K -125 -1%
LC
1570
LCNB Corp
Ohio
$886K +$73.3K +915 +9%
RIM
1571
Redwood Investment Management
Arizona
$884K +$233K +2,907 +36%
JIP
1572
Jaffetilchin Investment Partners
Florida
$882K +$44.9K +560 +5%
CC
1573
Cypress Capital
Tennessee
$880K +$45.3K +565 +5%
FWM
1574
Foresight Wealth Management
Utah
$879K -$3.04K -38 -0.3%
HCM
1575
Hollencrest Capital Management
California
$877K +$1.92K +24 +0.2%

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.