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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
WWM
2001
Willingdon Wealth Management
North Carolina
$335K -$12.2K -152 -4%
PWM
2002
Paulson Wealth Management
Illinois
$332K -$33.3K -416 -9%
BWA
2003
Burt Wealth Advisors
Maryland
$332K
RI
2004
Ridgewood Investments
New Jersey
$332K +$8.1K +101 +3%
DCM
2005
Driehaus Capital Management
Illinois
$330K +$73.3K +914 +29%
WC
2006
Weil Company
California
$329K
GLA
2007
Good Life Advisors
Pennsylvania
$327K +$2.24K +28 +0.7%
HIIFS
2008
Harel Insurance Investments & Financial Services
Israel
$326K -$497K -6,203 -60%
BIM
2009
Bridgecreek Investment Management
Oklahoma
$324K
PCM
2010
Poehling Capital Management
Wisconsin
$324K
HCM
2011
Highlander Capital Management
New Jersey
$323K -$42K -524 -12%
SG
2012
Somerset Group
Minnesota
$323K
LWM
2013
Lyell Wealth Management
California
$322K
DBT
2014
Dubuque Bank & Trust
Iowa
$322K +$42.4K +529 +15%
KA
2015
Klingman & Associates
New York
$321K -$7.29K -91 -2%
NCM
2016
Neumann Capital Management
California
$320K -$123K -1,530 -28%
GAM
2017
Gemmer Asset Management
California
$320K -$8.66K -108 -3%
ACA
2018
Atlas Capital Advisors
Wyoming
$320K +$23.6K +295 +8%
SFG
2019
Summit Financial Group
West Virginia
$319K -$46.2K -576 -13%
SNBOSCI
2020
Security National Bank of Sioux City Iowa
Iowa
$319K -$41.1K -513 -11%
CAC
2021
Certified Advisory Corp
Florida
$319K +$18K +224 +6%
OKSA
2022
O'Keefe Stevens Advisory
New York
$318K +$21.1K +263 +7%
AIP
2023
Almanack Investment Partners
Pennsylvania
$317K -$5.21K -65 -2%
DIA
2024
Davidson Investment Advisors
Montana
$316K -$47.4K -592 -13%
FC
2025
Ferris Capital
Massachusetts
$316K

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.