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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
SAM
2026
Seelaus Asset Management
New Jersey
$316K +$13.9K +173 +5%
BAM
2027
Burgundy Asset Management
Ontario, Canada
$315K -$16.8K -210 -5%
RWA
2028
Redhawk Wealth Advisors
Minnesota
$314K +$170K +2,123 +119%
RIG
2029
Roosevelt Investment Group
New York
$313K +$62.5K +780 +25%
CCM
2030
Colorado Capital Management
Colorado
$312K -$63.1K -787 -17%
HCM
2031
HM Capital Management
Missouri
$311K +$882 +11 +0.3%
MFP
2032
Meridian Financial Partners
Virginia
$311K +$2.48K +31 +0.8%
JWM
2033
JGP Wealth Management
Oregon
$308K -$223K -2,778 -41%
RI
2034
Rudd International
Florida
$307K -$10.5K -131 -3%
RP
2035
Rice Partnership
Hawaii
$307K +$34K +424 +12%
AAS
2036
Annex Advisory Services
Wisconsin
$306K +$47.7K +595 +19%
SIA
2037
Strategic Investment Advisors
Michigan
$305K +$36.4K +454 +14%
KCM
2038
Kendall Capital Management
Maryland
$304K +$76.9K +959 +34%
AC
2039
Avestar Capital
New York
$304K +$169K +2,106 +125%
DAM
2040
Diamant Asset Management
Connecticut
$303K
CA
2041
Callahan Advisors
Texas
$303K +$641 +8 +0.2%
ACA
2042
Aptus Capital Advisors
Alabama
$303K +$8.34K +104 +3%
SFG
2043
Sather Financial Group
Texas
$303K +$303K +3,776 New
MWM
2044
Merriman Wealth Management
Washington
$302K -$12.5K -156 -4%
CNC
2045
Citizens & Northern Corp
Pennsylvania
$302K
WAM
2046
Wolverine Asset Management
Illinois
$301K -$694K -8,662 -70%
SAMC
2047
Spectrum Asset Management (California)
California
$301K
AWM
2048
Alterna Wealth Management
Texas
$301K +$18.4K +229 +7%
HWMG
2049
Hurlow Wealth Management Group
Indiana
$300K
SIS
2050
Sound Income Strategies
Florida
$300K +$31.3K +390 +12%

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.