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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
BPA
1676
Beacon Pointe Advisors
California
$687K -$181K -2,255 -21%
RAM
1677
Redmond Asset Management
Virginia
$687K +$129K +1,610 +23%
GBBWRPM
1678
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$686K +$25.2K +314 +4%
BPB
1679
Badgley, Phelps & Bell
Washington
$685K +$20.8K +259 +3%
MC
1680
Miles Capital
Iowa
$684K -$142K -1,771 -17%
TC
1681
TAP Consulting
Missouri
$681K +$680K +8,485 New
NAS
1682
Nicolet Advisory Services
Wisconsin
$680K -$105K -1,311 -13%
NED
1683
Nancy E. Dempze
$680K -$16.8K -210 -2%
RHJA
1684
Rice Hall James & Associates
California
$679K
CBA
1685
Coastal Bridge Advisors
Connecticut
$679K +$7.77K +97 +1%
BCA
1686
Bay Colony Advisors
Massachusetts
$679K +$341K +4,250 +101%
AEPG
1687
American Economic Planning Group
New Jersey
$676K -$45.8K -572 -6%
PAWC
1688
P.A.W. Capital
Connecticut
$673K -$42K -524 -6%
CCM
1689
Cutler Capital Management
Massachusetts
$673K
HCM
1690
HGI Capital Management
New York
$673K
TF
1691
TLWM Financial
Texas
$672K -$23.6K -294 -3%
UC
1692
Unio Capital
New Jersey
$671K -$393K -4,899 -37%
WPA
1693
Winning Points Advisors
Florida
$669K
SG
1694
StoneX Group
New York
$669K +$101K +1,262 +18%
PV
1695
Private Vista
Illinois
$668K +$21K +262 +3%
CWM
1696
Concentric Wealth Management
California
$667K +$721 +9 +0.1%
HIM
1697
Hillsdale Investment Management
Ontario, Canada
$667K +$31.1K +388 +5%
BA
1698
Bridgewater Associates
Connecticut
$664K +$663K +8,270 New
SFM
1699
Systematic Financial Management
New Jersey
$663K -$2.54M -31,645 -79%
CPC
1700
Congress Park Capital
New York
$663K

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.