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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
CBT
1751
Central Bank & Trust
Kentucky
$597K -$51.1K -638 -8%
NB
1752
Nicolet Bankshares
Wisconsin
$594K -$39.4K -491 -6%
NIT
1753
NumerixS Investment Technologies
British Columbia, Canada
$592K -$2.14M -26,659 -78%
KLI
1754
Kelman-Lazarov Inc
Tennessee
$592K
CCM
1755
Community Capital Management
Florida
$592K +$170K +2,127 +41%
BPCA
1756
Bank Pictet & Cie (Asia)
Singapore
$589K
MCM
1757
McRae Capital Management
New Jersey
$588K +$10.3K +129 +2%
CC
1758
Centiva Capital
New York
$588K +$587K +7,319 New
SIG
1759
Sargent Investment Group
Maryland
$587K -$1.04K -13 -0.2%
EML
1760
Eos Management LP
New York
$587K
DIM
1761
DC Investments Management
Virginia
$585K -$56.3K -703 -9%
LA
1762
LexAurum Advisors
Kansas
$585K +$24.4K +304 +4%
SWK
1763
Stephen W. Kidder
$584K -$10.5K -131 -2%
DAM
1764
Deltec Asset Management
New York
$584K
WAAG
1765
Wealth Alliance Advisory Group
Kansas
$583K +$7.69K +96 +1%
PP
1766
PagnatoKarp Partners
Virginia
$580K +$8.74K +109 +2%
OIWM
1767
OptiFour Integrated Wealth Management
Virginia
$579K -$29.1K -363 -5%
BWA
1768
BDO Wealth Advisors
Florida
$577K +$37.7K +471 +7%
DWM
1769
Destination Wealth Management
California
$572K +$4.33K +54 +0.8%
RWM
1770
Ritholtz Wealth Management
New York
$571K +$10.4K +130 +2%
HC
1771
Hourglass Capital
Texas
$570K
SMH
1772
Sanders Morris Harris
Texas
$568K -$42K -524 -7%
RCM
1773
RB Capital Management
Nevada
$566K +$38K +474 +7%
BMM
1774
Buffington Mohr McNeal
Idaho
$565K -$29.4K -367 -5%
LCM
1775
Liberty Capital Management
Michigan
$563K +$28K +349 +5%

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.