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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
WPA
2051
West Paces Advisors
Georgia
$297K
GCC
2052
Game Creek Capital
Massachusetts
$295K -$42K -524 -13%
CC
2053
Claybrook Capital
Massachusetts
$295K
GWM
2054
GSB Wealth Management
Connecticut
$295K
EBSAM
2055
Eubel Brady & Suttman Asset Management
Ohio
$295K +$240 +3 +0.1%
FUBT
2056
First United Bank & Trust
Maryland
$293K
TCPWM
2057
Traverso Chambers Private Wealth Management
California
$292K -$7.05K -88 -2%
DDPIC
2058
Deroy & Devereaux Private Investment Counsel
Michigan
$292K
MVA
2059
Mount Vernon Associates
Maryland
$292K
MA
2060
MONECO Advisors
Connecticut
$292K +$66.5K +830 +30%
TCOO
2061
Trust Company of Oklahoma
Oklahoma
$290K -$67.2K -838 -19%
OPA
2062
Old Port Advisors
Maine
$290K -$1.92K -24 -0.7%
ACA
2063
Anchor Capital Advisors
Massachusetts
$287K +$286K +3,572 New
SCM
2064
Sandler Capital Management
New York
$286K
JMH
2065
J.M. Hartwell
New York
$286K +$24.9K +311 +10%
TC
2066
Truvestments Capital
Florida
$285K +$561 +7 +0.2%
LCP
2067
Legacy Capital Partners
Wisconsin
$284K
NCM
2068
Novare Capital Management
North Carolina
$282K +$3.85K +48 +1%
OC
2069
Oarsman Capital
Wisconsin
$282K +$9.7K +121 +4%
ZF
2070
Zhang Financial
Michigan
$280K -$14.5K -181 -5%
EI
2071
Ellevest Inc
New York
$279K +$13K +162 +5%
CF
2072
Corrigan Financial
Rhode Island
$278K +$240 +3 +0.1%
IP
2073
Isthmus Partners
Wisconsin
$278K
TBC
2074
Tweedy, Browne Co
Connecticut
$278K
ACM
2075
Ategra Capital Management
Virginia
$276K -$96.6K -1,205 -26%

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.