We are live on ! Find out more

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
BOS
1926
Bank of Stockton
California
$397K
LCAM
1927
London & Capital Asset Management
United Kingdom
$397K +$158K +1,967 +66%
CICI
1928
Capital Investment Counsel Inc
North Carolina
$394K -$8.34K -104 -2%
AWM
1929
AllSquare Wealth Management
New York
$394K
AAP
1930
Arax Advisory Partners
Colorado
$393K +$240 +3 +0.1%
SIC
1931
Sigma Investment Counselors
Michigan
$393K +$101K +1,254 +34%
NCM
1932
Northside Capital Management
Oregon
$393K +$392K +4,897 New
TAM
1933
Taurus Asset Management
New York
$392K
CCM
1934
Condor Capital Management
New Jersey
$390K +$561 +7 +0.1%
AFG
1935
Albion Financial Group
Utah
$389K -$1.65M -20,646 -81%
SCM
1936
SOL Capital Management
Maryland
$389K -$51.9K -648 -12%
LFA
1937
Legacy Financial Advisors
Kentucky
$389K -$26.2K -327 -6%
MGAM
1938
McGowan Group Asset Management
Texas
$389K -$12K -150 -3%
Edgewood Management
1939
Edgewood Management
Connecticut
$388K
LHC
1940
Little House Capital
Massachusetts
$388K +$6.01K +75 +2%
FPCP
1941
Fort Point Capital Partners
California
$388K +$184K +2,299 +91%
BS
1942
Bessemer Securities
New York
$387K
CIC
1943
Chilton Investment Company
Connecticut
$386K -$465K -5,797 -55%
EIG
1944
Ellenbecker Investment Group
Wisconsin
$385K -$80 -1 -0%
VV
1945
Verity & Verity
South Carolina
$385K
CFGS
1946
Concourse Financial Group Securities
Alabama
$384K -$1.42M -17,734 -79%
VBFG
1947
Vishria Bird Financial Group
Tennessee
$383K +$25.6K +320 +7%
RVPG
1948
Relative Value Partners Group
$381K
BFG
1949
Beacon Financial Group
Texas
$381K +$5.69K +71 +1%
JFG
1950
JMG Financial Group
Illinois
$380K

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.