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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
QCIG
2076
Quad-Cities Investment Group
Iowa
$275K
FCIM
2077
Fairview Capital Investment Management
California
$274K
LD
2078
Lipe & Dalton
New York
$274K
VC
2079
Vestor Capital
Illinois
$273K +$164K +2,049 +152%
HFA
2080
High Falls Advisors
New York
$272K -$83.9K -1,047 -24%
CWA
2081
Clarus Wealth Advisors
Arizona
$271K +$8.57K +107 +3%
FBA
2082
Front Barnett Associates
Illinois
$269K
CMBA
2083
C.M. Bidwell & Associates
Hawaii
$269K +$108K +1,348 +67%
MAA
2084
Mraz Amerine & Associates
California
$268K -$50.4K -629 -16%
MCM
2085
MV Capital Management
Maryland
$268K
TFO
2086
Tarbox Family Office
California
$268K
LAIC
2087
Lederer & Associates Investment Counsel
California
$267K -$8.82K -110 -3%
VAS
2088
Valicenti Advisory Services
New York
$267K
GWAG
2089
Garrett Wealth Advisory Group
Texas
$267K
AWA
2090
AmeriServ Wealth Advisors
Pennsylvania
$266K -$3.93K -49 -1%
OBWP
2091
O'Brien Wealth Partners
Massachusetts
$265K
AIM
2092
Advantage Investment Management
Iowa
$264K -$91K -1,136 -26%
DA
2093
Dillon & Associates
Michigan
$263K
FLII
2094
First Long Island Investors
New York
$262K
POIA
2095
Pin Oak Investment Advisors
Texas
$262K
KF
2096
Krilogy Financial
Missouri
$260K +$11K +137 +4%
IWA
2097
Intercontinental Wealth Advisors
Texas
$260K +$51.3K +640 +25%
NBG
2098
Nancy B. Gardiner
$259K -$8.41K -105 -3%
VFP
2099
Verus Financial Partners
Virginia
$256K +$255K +3,181 New
IWP
2100
Icon Wealth Partners
Texas
$255K +$20.8K +259 +9%

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.