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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
IC
1901
InterOcean Capital
Illinois
$432K +$74.2K +926 +21%
MIC
1902
Meridian Investment Counsel
California
$430K +$240 +3 +0.1%
LSC
1903
Lesa Sroufe & Co
Washington
$429K
ACM
1904
Armbruster Capital Management
New York
$428K
GWM
1905
Greenwich Wealth Management
Connecticut
$424K -$2.16K -27 -0.5%
ITIM
1906
Indiana Trust & Investment Management
Indiana
$424K +$11.6K +145 +3%
AWA
1907
Acorn Wealth Advisors
Michigan
$423K +$12.5K +156 +3%
ZAM
1908
Zevin Asset Management
Massachusetts
$421K
CPC
1909
Cookson Peirce & Co
Pennsylvania
$421K +$19.3K +241 +5%
BDWM
1910
Brewin Dolphin Wealth Management
Ireland
$420K
FCA
1911
FinTrust Capital Advisors
South Carolina
$419K +$80 +1 +0%
RBC
1912
Roble Belko & Company
Pennsylvania
$418K
S
1913
SimplyRich
California
$416K
USGIU
1914
U.S. Global Investors (USGI)
Texas
$416K +$415K +5,183 New
HCM
1915
Hudson Capital Management
New Jersey
$415K -$221K -2,755 -35%
PWMAG
1916
Pinnacle Wealth Management Advisory Group
New Jersey
$414K -$25.2K -315 -6%
CFA
1917
Capstone Financial Advisors
Illinois
$408K +$137K +1,711 +51%
SIMM
1918
Stillwater Investment Management (Minnesota)
Minnesota
$406K +$2.65K +33 +0.7%
COI
1919
Capital One Investing
Virginia
$406K +$3.37K +42 +0.8%
AW
1920
Alpha Windward
Massachusetts
$405K -$160 -2 -0%
JFA
1921
JNBA Financial Advisors
Minnesota
$405K +$12K +150 +3%
SIA
1922
Starfire Investment Advisers
Michigan
$404K
MPIA
1923
Mountain Pacific Investment Advisers
Idaho
$402K
PW
1924
Price Wealth
Texas
$400K
GFS
1925
GYL Financial Synergies
Connecticut
$399K +$181K +2,255 +83%

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.