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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
NC
1976
Noked Capital
Israel
$354K +$353K +4,402 New
NI
1977
Noked Israel
Israel
$354K +$353K +4,402 New
AC
1978
Addison Capital
Pennsylvania
$353K -$6.25K -78 -2%
SCM
1979
Southport Capital Management
Tennessee
$352K +$5.77K +72 +2%
BMC
1980
Benin Management Corp
Connecticut
$351K
LWANC
1981
Laurel Wealth Advisors (North Carolina)
North Carolina
$350K +$5.85K +73 +2%
JGGDR
1982
JGP Global Gestao de Recursos
Brazil
$349K +$6.81K +85 +2%
PWA
1983
Physician Wealth Advisors
Utah
$349K +$343K +4,274 New
QC
1984
QCM Cayman
Texas
$349K +$348K +4,348 New
CAC
1985
Cowen and Company
New York
$349K +$349K +4,349 New
SSA
1986
South Street Advisors
New York
$346K +$345K +4,307 New
CCM
1987
Crabel Capital Management
California
$346K +$346K +4,311 New
PP
1988
PDS Planning
Ohio
$345K +$14.3K +179 +4%
RGC
1989
Roberts, Glore & Co
Illinois
$344K
TA
1990
Thor Advisors
New York
$343K +$343K +4,276 New
CSA
1991
Cottage Street Advisors
Massachusetts
$342K
BWM
1992
BerganKDV Wealth Management
Minnesota
$341K -$69.2K -863 -17%
NSB
1993
Norway Savings Bank
Maine
$341K
KCPG
1994
Kavar Capital Partners Group
Kansas
$340K
NIM
1995
NuWave Investment Management
New Jersey
$339K -$580K -7,242 -63%
VLC
1996
Van Leeuwen & Company
New Jersey
$339K -$21.2K -264 -6%
LA
1997
LVW Advisors
New York
$339K +$27.3K +341 +9%
CCM
1998
Carlson Capital Management
Minnesota
$339K +$43.4K +541 +15%
RSS
1999
Rosenblum Silverman Sutton
California
$338K
WCM
2000
Wisconsin Capital Management
Wisconsin
$337K

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.