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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
FTC
1651
Farmers Trust Company
Ohio
$735K -$2.24K -28 -0.3%
SRAM
1652
Stone Ridge Asset Management
New York
$733K
SXL
1653
Summit X LLC
Missouri
$733K +$10.6K +132 +1%
VWA
1654
V Wealth Advisors
Kansas
$732K +$24.9K +311 +4%
MWM
1655
Marietta Wealth Management
Georgia
$731K +$18.3K +228 +3%
BSB
1656
Bangor Savings Bank
Maine
$730K +$99.9K +1,246 +16%
BBI
1657
Baxter Bros Inc
Connecticut
$729K -$3.77K -47 -0.5%
GC
1658
Gilbert & Cook
Iowa
$727K +$241K +3,013 +50%
FCB
1659
First Command Bank
Texas
$724K +$9.94K +124 +1%
FCFS
1660
First Command Financial Services
Texas
$724K +$9.94K +124 +1%
SIP
1661
Stoneridge Investment Partners
Pennsylvania
$720K -$1.08M -13,506 -60%
LCM
1662
LVM Capital Management
Michigan
$719K -$118K -1,467 -14%
NA
1663
Navellier & Associates
Nevada
$717K -$7.77K -97 -1%
AWCI
1664
Alpine Woods Capital Investors
New York
$716K -$18K -224 -2%
SDAM
1665
Shulman DeMeo Asset Management
New York
$713K +$711K +8,873 New
OPCM
1666
Osborne Partners Capital Management
California
$708K -$8.41K -105 -1%
SFG
1667
SNS Financial Group
Minnesota
$707K -$79.7K -994 -10%
WP
1668
WealthPLAN Partners
Nebraska
$707K +$102K +1,277 +17%
WANY
1669
Wealthspire Advisors (New York)
New York
$705K +$703K +8,776 New
Credit Agricole
1670
Credit Agricole
France
$704K +$166K +2,074 +31%
DW
1671
Domani Wealth
Pennsylvania
$703K +$21.5K +268 +3%
FFG
1672
Fortem Financial Group
California
$703K +$375K +4,677 +115%
OFW
1673
Omnia Family Wealth
Florida
$701K +$2.48K +31 +0.4%
PCM
1674
Prelude Capital Management
New York
$696K -$1.51M -18,851 -69%
EWM
1675
Endurance Wealth Management
Rhode Island
$693K

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.