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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
UFG
1851
United Fire Group
Iowa
$485K
FPFS
1852
First Personal Financial Services
North Carolina
$484K -$378K -4,719 -44%
LC
1853
Lindbrook Capital
California
$483K -$16.8K -209 -3%
AIA
1854
Alera Investment Advisors
Illinois
$483K +$3.45K +43 +0.7%
BCCM
1855
Bridge Creek Capital Management
Massachusetts
$480K -$7.37K -92 -2%
VCM
1856
Vivaldi Capital Management
Illinois
$480K +$175K +2,182 +58%
APW
1857
Acima Private Wealth
Virginia
$479K +$14.7K +184 +3%
JHCP
1858
Jackson Hole Capital Partners
Oklahoma
$478K
WSC
1859
Wellington Shields & Co
New York
$476K -$853K -10,648 -64%
CMANY
1860
Capital Management Associates (New York)
New York
$476K +$84K +1,048 +22%
WAG
1861
Winthrop Advisory Group
Massachusetts
$475K +$60.6K +756 +15%
JLBC
1862
J.L. Bainbridge & Co
Florida
$474K -$9.14K -114 -2%
BIM
1863
Baldwin Investment Management
Pennsylvania
$471K -$42K -524 -8%
PFGIA
1864
Patriot Financial Group Insurance Agency
Massachusetts
$470K -$10.7K -133 -2%
LPT
1865
Legacy Private Trust
Wisconsin
$468K +$8.74K +109 +2%
BONST
1866
Bank of Nova Scotia Trust
Ontario, Canada
$467K -$1.4M -17,452 -75%
LIA
1867
LBMC Investment Advisors
Tennessee
$467K
SA
1868
Shilanski & Associates
Alaska
$467K +$63K +786 +16%
RFM
1869
Royal Fund Management
Florida
$465K -$2.96K -37 -0.6%
CCM
1870
Carderock Capital Management
Maryland
$465K +$39.8K +497 +9%
SHGA
1871
Sand Hill Global Advisors
California
$465K +$141K +1,760 +44%
PI
1872
PEAK6 Investments
Illinois
$463K +$462K +5,768 New
RWG
1873
Regal Wealth Group
California
$461K
PO
1874
Private Ocean
California
$461K +$86.1K +1,074 +23%
CCM
1875
Crossvault Capital Management
Texas
$460K -$4.25K -53 -0.9%

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.