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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
PAS
1776
Partnervest Advisory Services
California
$563K +$232K +2,892 +70%
GSWM
1777
Golden State Wealth Management
California
$562K +$47.3K +590 +9%
BLAM
1778
Bourne Lent Asset Management
New York
$561K
BST
1779
Bath Savings Trust
Maine
$560K -$12.3K -154 -2%
CCA
1780
Conestoga Capital Advisors
Pennsylvania
$560K
CC
1781
Cornerstone Capital
California
$559K -$16.8K -209 -3%
ZB
1782
Zions Bancorporation
Utah
$558K -$21.5K -268 -4%
JWM
1783
Jupiter Wealth Management
Colorado
$556K
MA
1784
MCF Advisors
Kentucky
$556K +$882 +11 +0.2%
GFP
1785
Gryphon Financial Partners
Ohio
$556K +$13.9K +173 +3%
QC
1786
Quadrature Capital
United Kingdom
$556K +$554K +6,917 New
FFA
1787
Fragasso Financial Advisors
Pennsylvania
$555K -$8.26K -103 -1%
WAM
1788
Weatherly Asset Management
California
$554K -$94.6K -1,180 -15%
FDCC
1789
Foster Dykema Cabot & Co
Massachusetts
$553K
LSPW
1790
Lake Street Private Wealth
Illinois
$553K +$64K +799 +13%
BRA
1791
Bender Robert & Associates
California
$551K +$13K +162 +2%
AAP
1792
Ardsley Advisory Partners
Connecticut
$547K -$42K -524 -7%
PCMC
1793
Paragon Capital Management (Colorado)
Colorado
$546K -$46.3K -578 -8%
ST
1794
Sageworth Trust
Pennsylvania
$545K -$168K -2,096 -24%
SFS
1795
Summit Financial Strategies
Ohio
$545K +$160 +2 +0%
ECM
1796
ExodusPoint Capital Management
New York
$544K -$243K -3,029 -31%
WC
1797
Westhampton Capital
North Carolina
$544K
FFN
1798
Focus Financial Network
Minnesota
$543K -$98.5K -1,229 -15%
OWA
1799
One Wealth Advisors
California
$543K -$94.2K -1,176 -15%
SMG
1800
Spectrum Management Group
Indiana
$543K

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.