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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
PNAA
1701
Pictet North America Advisors
Switzerland
$663K
TSS
1702
Two Sigma Securities
New York
$663K +$662K +8,258 New
OWP
1703
Obermeyer Wealth Partners
Colorado
$662K +$57.9K +722 +10%
WTFG
1704
Wells Trecaso Financial Group
Ohio
$661K -$7.21K -90 -1%
IFWM
1705
Institute for Wealth Management
Colorado
$657K -$203K -2,529 -24%
NFG
1706
Nadler Financial Group
Illinois
$657K +$5.77K +72 +0.9%
RIA
1707
Regal Investment Advisors
Michigan
$657K +$6.81K +85 +1%
GC
1708
Gratus Capital
Georgia
$655K +$32.5K +405 +5%
CHA
1709
Carmichael Hill & Associates
Maryland
$654K +$8.49K +106 +1%
EW
1710
Evoke Wealth
California
$654K +$648K +8,086 New
WMA
1711
Wealth Management Associates
New Jersey
$654K +$192K +2,391 +42%
HWA
1712
Heritage Wealth Advisors
Virginia
$651K -$2.78M -34,642 -81%
TCM
1713
Traynor Capital Management
Pennsylvania
$651K +$36.9K +460 +6%
SCA
1714
STALEY CAPITAL ADVISERS
Pennsylvania
$649K +$394K +4,910 +155%
LIM
1715
Lathrop Investment Management
Arkansas
$646K +$211K +2,633 +49%
SQA
1716
Simon Quick Advisors
New Jersey
$646K +$242K +3,024 +60%
IP
1717
Investment Partners
Ohio
$645K +$14.3K +178 +2%
VCM
1718
Vigilant Capital Management
Maine
$643K +$123K +1,532 +24%
JWBC
1719
J.W. Burns & Co
New York
$641K +$13.5K +169 +2%
SP
1720
Successful Portfolios
Florida
$637K +$52.6K +656 +9%
NP
1721
NorthRock Partners
Minnesota
$636K +$330K +4,122 +110%
MWP
1722
MYCIO Wealth Partners
Pennsylvania
$635K +$29.1K +363 +5%
FBFS
1723
First Business Financial Services
Wisconsin
$634K -$20.1K -251 -3%
FHC
1724
First Heartland Consultants
Missouri
$633K +$14.5K +181 +2%
GLI
1725
Guardian Life Insurance
New York
$631K +$1.44K +18 +0.2%

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.