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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
TIM
2126
Triad Investment Management
California
$242K +$9.3K +116 +4%
DI
2127
DFPG Investments
Utah
$241K -$50.9K -635 -17%
DIM
2128
Delta Investment Management
California
$241K -$10.3K -129 -4%
LFG
2129
Larson Financial Group
Missouri
$241K +$21.2K +264 +10%
GA
2130
Geller Advisors
New York
$240K +$238K +2,969 New
HC
2131
HNP Capital
New York
$239K -$2.08K -26 -0.9%
ATFA
2132
All Terrain Financial Advisors
Minnesota
$239K
WIP
2133
Wellesley Investment Partners
Massachusetts
$239K +$7.61K +95 +3%
M
2134
Mirova
France
$239K +$21.5K +268 +10%
FRM
2135
Fox Run Management
Connecticut
$238K +$9.94K +124 +4%
LFA
2136
Legend Financial Advisors
Pennsylvania
$237K
SPI
2137
Santori & Peters Inc
Pennsylvania
$236K +$801 +10 +0.3%
WAM
2138
Wallington Asset Management
Indiana
$235K -$15.5K -194 -6%
NIC
2139
Northwest Investment Counselors
Oregon
$235K
RMSCM
2140
R.M. Sincerbeaux Capital Management
New York
$235K
SAM
2141
Summit Asset Management
Tennessee
$235K
GRQ
2142
Gardner Russo & Quinn
Pennsylvania
$234K
TFCP
2143
Twin Focus Capital Partners
Massachusetts
$234K +$234K +2,919 New
SFA
2144
Stewardship Financial Advisors
Georgia
$233K
TJHA
2145
Thomas J. Herzfeld Advisors
Florida
$233K +$3.13K +39 +1%
FA
2146
FCG Advisors
New Jersey
$232K +$3.93K +49 +2%
LWM
2147
Liberty Wealth Management
California
$230K -$17.5K -218 -7%
FNBOSM
2148
First National Bank of South Miami
Florida
$230K
KFA
2149
Kays Financial Advisory
Georgia
$230K +$4.49K +56 +2%
MFG
2150
Merit Financial Group
Georgia
$230K +$229K +2,858 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.