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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
TC
1801
Trust Company
Kansas
$540K +$12.1K +151 +2%
FMB
1802
Field & Main Bank
Kentucky
$539K +$312K +3,898 +139%
BIA
1803
BHK Investment Advisors
Alabama
$537K +$8.74K +109 +2%
BOS
1804
Bingham Osborn & Scarborough
California
$534K -$41.3K -515 -7%
TL
1805
TrueWealth LLC
Georgia
$534K +$321 +4 +0.1%
BWP
1806
BSW Wealth Partners
Colorado
$532K +$76.1K +950 +17%
ACH
1807
ArrowMark Colorado Holdings
Colorado
$529K
AF
1808
Allworth Financial
California
$528K +$9.94K +124 +2%
TW
1809
Transform Wealth
Colorado
$527K -$457K -5,700 -46%
TFGT
1810
TS Financial Group (TSFG)
Illinois
$527K +$6.33K +79 +1%
EF
1811
Empirical Finance
Pennsylvania
$527K +$9.38K +117 +2%
PMFA
1812
Plante Moran Financial Advisors
Michigan
$525K -$52.2K -651 -9%
MWVC
1813
Morgens Waterfall Vintiadis & Co
New York
$525K
MWPCG
1814
Measured Wealth Private Client Group
New Hampshire
$522K -$73.1K -912 -12%
BHTS
1815
Bar Harbor Trust Services
Maine
$522K -$26K -325 -5%
CIP
1816
Convergence Investment Partners
Florida
$521K -$1.97M -24,608 -79%
LB
1817
Landmark Bank
Missouri
$521K -$4.65K -58 -0.9%
DA
1818
Doliver Advisors
Texas
$519K +$110K +1,378 +27%
CI
1819
CX Institutional
Indiana
$517K +$8.34K +104 +2%
OA
1820
Oxbow Advisors
Texas
$517K +$9.06K +113 +2%
OGC
1821
Oak Grove Capital
New Hampshire
$517K +$28.3K +353 +6%
LK
1822
Lumbard & Kellner
New Hampshire
$515K
GWS
1823
Glassman Wealth Services
Virginia
$515K +$2.73K +34 +0.5%
HPC
1824
Hobart Private Capital
North Carolina
$515K +$12.2K +152 +2%
SAM
1825
SignalPoint Asset Management
Missouri
$514K -$6.65K -83 -1%

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.