We are live on ! Find out more

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
ACM
2101
Alethea Capital Management
Washington
$253K
RR
2102
Robotti Robert
$253K
TCCM
2103
Timber Creek Capital Management
Massachusetts
$251K
BRC
2104
Bell Rock Capital
Delaware
$250K -$8.26K -103 -3%
CPA
2105
Clear Perspective Advisors
Illinois
$250K
BWFA
2106
Baltimore-Washington Financial Advisors
Maryland
$249K -$8.41K -105 -3%
WG
2107
Winton Group
United Kingdom
$248K -$132K -1,643 -35%
CG
2108
Corundum Group
Colorado
$248K -$240 -3 -0.1%
HPIA
2109
Hamilton Point Investment Advisors
North Carolina
$248K
PRC
2110
Pearl River Capital
Michigan
$248K +$248K +3,090 New
TCM
2111
Tuttle Capital Management
Connecticut
$247K -$1.23M -15,406 -84%
RGIA
2112
Rainier Group Investment Advisory
Washington
$247K -$27.5K -343 -10%
WDL
2113
Well Done LLC
Michigan
$247K +$80 +1 +0%
AIA
2114
Arbor Investment Advisors
North Carolina
$247K +$11.1K +139 +5%
CWM
2115
Campbell Wealth Management
Virginia
$247K +$37.9K +473 +18%
IA
2116
IFG Advisors
Missouri
$247K +$247K +3,081 New
WIA
2117
World Investment Advisors
California
$246K -$12.8K -160 -5%
AIS
2118
American Investment Services
Massachusetts
$246K +$245K +3,063 New
JFA
2119
Johanson Financial Advisors
California
$244K -$80 -1 -0%
GFA
2120
Gifford Fong Associates
California
$244K
AAMA
2121
Advanced Asset Management Advisors
Ohio
$244K +$11.9K +148 +5%
VRM
2122
Vectors Research Management
New York
$243K -$2.08K -26 -0.9%
RC
2123
Reik & Co
New York
$243K
WAM
2124
Weiss Asset Management
Massachusetts
$243K +$28.7K +358 +13%
ACM
2125
AlphaStar Capital Management
North Carolina
$243K +$243K +3,030 New

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.