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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
SPC
1726
Stewart & Patten Company
California
$630K
DBRC
1727
D.B. Root & Company
Pennsylvania
$629K -$286K -3,563 -31%
SCI
1728
Stableford Capital II
Arizona
$628K +$4.81K +60 +0.8%
PBO
1729
Peoples Bank (Ohio)
Ohio
$626K -$9.7K -121 -2%
GCAC
1730
Guardian Capital Advisors (Canada)
Ontario, Canada
$625K +$18.9K +236 +3%
BCWM
1731
Blue Chip Wealth Management
Florida
$624K +$2.08K +26 +0.3%
AFP
1732
Ausdal Financial Partners
Iowa
$624K +$9.14K +114 +1%
BAMCO Inc
1733
BAMCO Inc
New York
$624K +$303K +3,780 +95%
DE
1734
Day & Ennis
Georgia
$618K
FAM
1735
Fenimore Asset Management
New York
$618K
BI
1736
Bredin Investment
Delaware
$615K
IGGA
1737
Iron Gate Global Advisors
Utah
$614K
VST
1738
Van Strum & Towne
California
$614K
GEA
1739
Glen Eagle Advisors
New Jersey
$614K -$2.16K -27 -0.4%
AWMG
1740
Alliance Wealth Management Group
New Jersey
$612K
TCM
1741
Towercrest Capital Management
Pennsylvania
$612K
FFG
1742
Frisch Financial Group
New York
$611K +$304K +3,789 +99%
EIA
1743
Eldridge Investment Advisors
New Hampshire
$610K +$321 +4 +0.1%
PCTC
1744
Perkins Coie Trust Company
Washington
$609K -$4.25K -53 -0.7%
PAS
1745
Professional Advisory Services
Florida
$608K
SAM
1746
Shikiar Asset Management
New York
$602K -$361K -4,507 -38%
CWM
1747
Cornerstone Wealth Management
Missouri
$602K -$95.6K -1,193 -14%
CAI
1748
Capital Advisors Inc
Oklahoma
$601K
CC
1749
Cedar Capital
Illinois
$599K +$51.5K +642 +9%
ONST
1750
Old North State Trust
North Carolina
$598K -$10.4K -130 -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.