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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
AIA
1576
AIMZ Investment Advisors
California
$873K -$2K -25 -0.2%
WG
1577
Welch Group
Alabama
$871K -$9.62K -120 -1%
IWS
1578
Insight Wealth Strategies
California
$868K +$168K +2,097 +24%
SMC
1579
Smith, Moore & Co
Missouri
$862K -$6.89K -86 -0.8%
FMT
1580
First Mercantile Trust
Tennessee
$859K +$33.1K +413 +4%
ACS
1581
Archford Capital Strategies
Illinois
$857K +$164K +2,044 +24%
AAM
1582
Ascension Asset Management
New York
$855K -$4.17K -52 -0.5%
NEPWA
1583
New England Private Wealth Advisors
Massachusetts
$854K +$24.7K +308 +3%
JSL
1584
JT Stratford LLC
Georgia
$854K +$141K +1,759 +20%
SMFS
1585
Squar Milner Financial Services
California
$854K +$185K +2,311 +27%
NB
1586
Northwest Bancshares
Pennsylvania
$851K -$6.33K -79 -0.7%
KPCM
1587
Kings Point Capital Management
New York
$851K +$144K +1,791 +20%
FI
1588
FormulaFolio Investments
Michigan
$850K -$80 -1 -0%
KM
1589
Kalos Management
Georgia
$850K
SRC
1590
Sage Rhino Capital
California
$848K +$2.56K +32 +0.3%
LCH
1591
Lee Capital Holdings
New York
$842K
BCA
1592
Berman Capital Advisors
Georgia
$839K +$13.5K +169 +2%
MSFP
1593
Mark Sheptoff Financial Planning
Connecticut
$839K +$275K +3,429 +49%
UAS
1594
United Asset Strategies
New York
$838K +$385K +4,800 +85%
FWM
1595
Focused Wealth Management
New York
$836K -$37.4K -467 -4%
GCP
1596
GSA Capital Partners
United Kingdom
$832K -$45.8K -571 -5%
JGIA
1597
Jackson Grant Investment Advisers
Connecticut
$830K +$4.09K +51 +0.5%
HCM
1598
Hall Capital Management
Rhode Island
$829K -$21.8K -272 -3%
FIM
1599
Fruth Investment Management
Texas
$829K -$5.45K -68 -0.7%
ATC
1600
Adirondack Trust Company
New York
$821K -$68.3K -852 -8%

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.