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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
JA
1826
JOYN Advisors
Georgia
$512K -$94.1K -1,174 -16%
AIM
1827
Aspen Investment Management
Michigan
$512K
BBA
1828
Braun-Bostich & Associates
Pennsylvania
$512K +$72.7K +907 +17%
SIAS
1829
Shine Investment Advisory Services
Colorado
$511K
LFA
1830
Landmark Financial Advisors
Kentucky
$505K -$10.1K -126 -2%
KPW
1831
Kore Private Wealth
New York
$504K -$14.9K -186 -3%
OBGC
1832
O'Brien Greene & Co
Pennsylvania
$504K
GCMG
1833
Gyroscope Capital Management Group
Florida
$503K +$75.3K +940 +17%
CCM
1834
Cohen Capital Management
California
$502K
CA
1835
Cortland Associates
Missouri
$501K -$2.32K -29 -0.5%
SRC
1836
Stone Run Capital
New York
$501K
SIM
1837
Sterling Investment Management
Arizona
$498K -$595K -7,424 -54%
BSPF
1838
British Steel Pension Fund
United Kingdom
$497K -$348K -4,346 -41%
EAM
1839
Evanson Asset Management
California
$496K -$4.09K -51 -0.8%
SFSG
1840
Stearns Financial Services Group
North Carolina
$496K +$882 +11 +0.2%
AAM
1841
American Asset Management
Florida
$495K +$198K +2,473 +67%
CH
1842
Canton Hathaway
Rhode Island
$494K +$73.1K +912 +17%
HBT
1843
Hills Bank & Trust
Iowa
$493K +$9.86K +123 +2%
SIM
1844
SSI Investment Management
California
$492K -$1.12K -14 -0.2%
PIA
1845
Pinion Investment Advisors
Kansas
$490K +$33.2K +414 +7%
MCWS
1846
McKinley Carter Wealth Services
West Virginia
$490K +$111K +1,387 +29%
RWA
1847
River Wealth Advisors
Pennsylvania
$489K -$45.8K -571 -9%
CHJWM
1848
Carlton Hofferkamp & Jenks Wealth Management
Texas
$489K
LA
1849
Legacy Advisors
Pennsylvania
$489K +$6.73K +84 +1%
CFS
1850
CRA Financial Services
New Jersey
$487K -$94K -1,173 -16%

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.