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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
CIA
1951
CSat Investment Advisory
Michigan
$380K +$43.6K +544 +13%
I2I
1952
Insight 2811 Inc
Illinois
$379K -$134K -1,677 -26%
TI
1953
Tidal Investments
Wisconsin
$379K +$378K +4,717 New
WA
1954
Waverly Advisors
Alabama
$376K +$11.1K +139 +3%
QPWM
1955
Quadrant Private Wealth Management
Pennsylvania
$373K -$14.7K -183 -4%
RA
1956
Riverstone Advisors
Texas
$373K +$145K +1,813 +64%
CWM
1957
Connecticut Wealth Management
Connecticut
$372K +$82.1K +1,025 +28%
TI
1958
Truepoint Inc
Ohio
$371K +$481 +6 +0.1%
CBFP
1959
Cedar Brook Financial Partners
Ohio
$371K +$23.1K +288 +7%
AIC
1960
Argus Investors Counsel
New York
$371K +$370K +4,614 New
CA
1961
Cumberland Advisors
Florida
$369K
IIM
1962
Ironwood Investment Management
Massachusetts
$368K
SFG
1963
StrategIQ Financial Group
Indiana
$368K
AWM
1964
Apollon Wealth Management
South Carolina
$366K -$30.3K -378 -8%
BHC
1965
Bowen Hanes & Co
Florida
$366K
RWM
1966
RBA Wealth Management
California
$365K +$3.37K +42 +0.9%
WP
1967
WealthShield Partners
North Carolina
$365K +$46.3K +578 +15%
FMC
1968
First Merchants Corp
Indiana
$364K +$22.7K +283 +7%
HHGA
1969
Halbert Hargrove Global Advisors
California
$363K +$14.6K +182 +4%
GIP
1970
Greatmark Investment Partners
Georgia
$363K +$362K +4,520 New
PAG
1971
Pinnacle Advisory Group
Maryland
$362K -$11.5K -143 -3%
BB
1972
Bell Bank
North Dakota
$362K -$3.37K -42 -0.9%
FLAM
1973
First Light Asset Management
Minnesota
$358K
B
1974
Bellecapital
Switzerland
$357K +$85K +1,060 +31%
HFP
1975
Holistic Financial Partners
Indiana
$356K -$63.3K -790 -15%

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.