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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
HEIP
1876
Hudson Edge Investment Partners
New Jersey
$455K
FMTC
1877
Farmers & Merchants Trust Company
California
$454K
SIM
1878
Sadoff Investment Management
Wisconsin
$450K
WCM
1879
Wedge Capital Management
North Carolina
$450K
MTC
1880
McDaniel Terry & Co
Texas
$450K +$246K +3,072 +122%
BFPW
1881
BOK Financial Private Wealth
Colorado
$448K +$63K +786 +16%
NCM
1882
Nelson Capital Management
California
$448K +$65.8K +821 +17%
ER
1883
Enlightenment Research
Florida
$446K -$336K -4,192 -43%
ACM
1884
Ashford Capital Management
Delaware
$446K
SCM
1885
Snow Capital Management
Pennsylvania
$446K
FNBOH
1886
First National Bank of Hutchinson
Kansas
$446K +$3.45K +43 +0.8%
CMO
1887
Covenant Multifamily Offices
Texas
$445K -$180K -2,242 -29%
ERIM
1888
Eagle Ridge Investment Management
Connecticut
$445K -$14.3K -178 -3%
BWM
1889
Baystate Wealth Management
Massachusetts
$444K +$8.41K +105 +2%
PCM
1890
Pointe Capital Management
Michigan
$442K -$561 -7 -0.1%
FA
1891
Fortis Advisors
Pennsylvania
$442K +$19.8K +247 +5%
KFA
1892
Kelleher Financial Advisors
New York
$441K
BCM
1893
Breiter Capital Management
Florida
$440K -$6.25K -78 -1%
BCP
1894
Berkeley Capital Partners
Georgia
$440K +$79.7K +995 +22%
PSC
1895
Prentiss Smith & Co
Vermont
$439K
PGWM
1896
Parisi Gray Wealth Management
New Jersey
$439K +$13.3K +166 +3%
ESBC
1897
E.S. Barr & Co
Kentucky
$437K
SAA
1898
Southeast Asset Advisors
Georgia
$436K -$14.3K -178 -3%
GPA
1899
Garrison Point Advisors
California
$436K -$4.01K -50 -0.9%
STA
1900
Summit Trail Advisors
New York
$435K +$104K +1,292 +32%

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.