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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
FNC
1626
First National Corp
Massachusetts
$773K +$882 +11 +0.1%
CA
1627
Cornerstone Advisory
Maryland
$773K +$15.1K +189 +2%
RIS
1628
Retirement Income Solutions
Michigan
$772K +$78.9K +984 +11%
HA
1629
Halsey Associates
Connecticut
$772K +$278K +3,474 +57%
PWP
1630
Principle Wealth Partners
Connecticut
$771K +$122K +1,526 +19%
HFA
1631
Hoover Financial Advisors
Pennsylvania
$769K +$321 +4 +0%
CHP
1632
Cable Hill Partners
Oregon
$768K -$33.3K -415 -4%
WA
1633
Wheatland Advisors
Pennsylvania
$764K -$96.8K -1,208 -11%
CAM
1634
Close Asset Management
United Kingdom
$764K
SMM
1635
Stadion Money Management
Georgia
$759K -$205K -2,556 -21%
NPT
1636
Nixon Peabody Trust
Massachusetts
$758K -$362K -4,522 -32%
BPCE
1637
Bank Pictet & Cie (Europe)
Germany
$757K +$506K +6,309 +203%
FMW
1638
Farr Miller & Washington
District of Columbia
$755K +$5.05K +63 +0.7%
ACM
1639
Argent Capital Management
Missouri
$754K
FM
1640
Family Management
New York
$754K +$57.2K +714 +8%
GAMC
1641
Garner Asset Management Corp
Texas
$752K -$52.3K -653 -7%
JWA
1642
JFS Wealth Advisors
Pennsylvania
$751K -$14.6K -182 -2%
SGI
1643
Summit Global Investments
Utah
$749K -$27K -337 -3%
BCM
1644
Boltwood Capital Management
California
$749K -$16.8K -210 -2%
HIM
1645
Hotaling Investment Management
Pennsylvania
$743K -$27.2K -339 -4%
PBT
1646
Pictet Bank & Trust
Bahamas
$741K
EWF
1647
Epstein & White Financial
California
$741K +$33.7K +420 +5%
VA
1648
Valmark Advisers
Ohio
$740K +$13.5K +169 +2%
GTAM
1649
Global Trust Asset Management
Florida
$736K -$651K -8,124 -47%
DAC
1650
Dividend Assets Capital
South Carolina
$736K +$53.4K +666 +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.