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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
CI Investments Inc
151
CI Investments Inc
Ontario, Canada
$131M +$7.5M +93,542 +6%
HM
152
HealthCor Management
New York
$131M +$22.3M +278,642 +21%
Aviva
153
Aviva
United Kingdom
$130M +$21.4M +267,449 +20%
Public Sector Pension Investment Board (PSP Investments)
154
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$123M +$32.2M +402,145 +36%
Two Sigma Investments
155
Two Sigma Investments
New York
$122M +$116M +1,448,091 +2,066%
First Trust Advisors
156
First Trust Advisors
Illinois
$120M +$2.79M +34,757 +2%
SCM
157
Sterling Capital Management
North Carolina
$119M -$587K -7,328 -0.5%
MMH
158
Menora Mivtachim Holdings
Israel
$119M +$35.3M +440,191 +42%
Envestnet Asset Management
159
Envestnet Asset Management
Illinois
$117M +$8M +99,822 +7%
PC
160
Polar Capital
United Kingdom
$115M +$10.9M +135,935 +10%
HA
161
Homestead Advisers
Virginia
$114M -$3.98M -49,653 -3%
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$114M +$784K +9,785 +0.7%
Lazard Asset Management
163
Lazard Asset Management
New York
$114M -$4.16M -51,913 -4%
TPI
164
Tesco Pension Investment
United Kingdom
$112M -$5.89M -73,476 -5%
AIA
165
Avalon Investment & Advisory
Texas
$109M +$881K +10,998 +0.8%
JMPWA
166
JP Morgan Private Wealth Advisors
California
$108M +$9.29M +115,940 +9%
MSE
167
MUFG Securities EMEA
United Kingdom
$106M +$54.7M +682,060 +106%
GIA
168
Gateway Investment Advisers
Ohio
$104M -$6.17M -77,002 -6%
FCM
169
Flinton Capital Management
Pennsylvania
$103M -$1.52M -18,992 -1%
TCM
170
Tekla Capital Management
Massachusetts
$102M +$16.6M +207,178 +20%
BIP
171
Brandes Investment Partners
California
$101M -$10M -125,188 -9%
Mackenzie Financial
172
Mackenzie Financial
Ontario, Canada
$101M +$886K +11,050 +0.9%
Treasurer of the State of North Carolina
173
Treasurer of the State of North Carolina
North Carolina
$99.3M -$39.7M -495,662 -29%
Calamos Advisors
174
Calamos Advisors
Illinois
$98.7M +$3.6M +44,902 +4%
BCM
175
Bridgeway Capital Management
Texas
$97.9M -$3.43M -42,759 -3%

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.