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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
VF
1601
Virtu Financial
New York
$820K +$819K +10,216 New
BCM
1602
Brookstone Capital Management
Illinois
$817K +$69.6K +869 +9%
NL
1603
NVWM LLC
Pennsylvania
$816K +$13.8K +172 +2%
FC
1604
Financial Consulate
Maryland
$814K +$102K +1,274 +14%
VLKIM
1605
Van Lanschot Kempen Investment Management
Netherlands
$811K -$68.3K -852 -8%
SHWM
1606
Smith & Howard Wealth Management
Georgia
$809K +$63.1K +787 +8%
GAM
1607
GQ Asset Management
New York
$806K -$798K -9,953 -50%
CWM
1608
Centric Wealth Management
Illinois
$805K +$51.3K +640 +7%
CA
1609
Claro Advisors
Massachusetts
$804K +$2.32K +29 +0.3%
WMC
1610
Westwood Management Corporation
Illinois
$804K +$521K +6,498 +185%
ECG
1611
Edge Capital Group
Georgia
$803K -$54.1K -675 -6%
TMAM
1612
Tokio Marine Asset Management
Japan
$803K +$119K +1,491 +18%
AIC
1613
Ameritas Investment Company
Nebraska
$801K +$562K +7,014 +239%
GIA
1614
Granite Investment Advisors
New Hampshire
$800K -$24.4K -304 -3%
PCM
1615
Princeton Capital Management
New Jersey
$800K
PWPS
1616
Pinnacle Wealth Planning Services
Ohio
$798K +$214K +2,670 +37%
GHAM
1617
Gilman Hill Asset Management
Connecticut
$797K
LRPA
1618
L. Roy Papp & Associates
Arizona
$793K -$29.4K -367 -4%
MKC
1619
M. Kraus & Co
Vermont
$784K
ECM
1620
Elgethun Capital Management
South Dakota
$783K +$54.6K +681 +8%
HC
1621
Henshaw Capital
Massachusetts
$778K -$51.9K -648 -6%
SCM
1622
Schnieders Capital Management
California
$777K -$115K -1,441 -13%
CAM
1623
Claret Asset Management
Quebec, Canada
$774K
CB
1624
CNB Bank
Pennsylvania
$774K +$78.7K +982 +11%
BCM
1625
Bluefin Capital Management
New York
$774K +$143K +1,782 +23%

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.