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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
MWC
2151
MBM Wealth Consultants
Missouri
$227K
XSC
2152
X-Square Capital
Puerto Rico
$227K +$227K +2,828 New
ATIA
2153
American Trust Investment Advisors
New Hampshire
$226K
QAM
2154
QCI Asset Management
New York
$225K -$6.89K -86 -3%
ANB
2155
Amarillo National Bank
Texas
$225K +$225K +2,807 New
RWM
2156
RKL Wealth Management
Pennsylvania
$224K -$40.2K -501 -15%
SGK
2157
Steigerwald Gordon & Koch
Virginia
$224K +$80 +1 +0%
UTC
2158
Unified Trust Company
Kentucky
$224K +$224K +2,793 New
CCA
2159
Conservest Capital Advisors
Pennsylvania
$222K -$45.3K -565 -17%
TIA
2160
Traphagen Investment Advisors
New Jersey
$222K +$321 +4 +0.1%
PPW
2161
Pasadena Private Wealth
California
$221K
HIM
2162
Hanlon Investment Management
New Jersey
$220K -$220K -2,741 -50%
CCM
2163
Compass Capital Management
Minnesota
$219K +$8.26K +103 +4%
SWA
2164
SFMG Wealth Advisors
Texas
$217K -$11.5K -144 -5%
CWM
2165
Cranbrook Wealth Management
Michigan
$216K +$13.5K +168 +7%
B
2166
Bridgeworth
Alabama
$215K -$29.6K -369 -12%
MPW
2167
MA Private Wealth
California
$215K -$21.6K -269 -9%
EPA
2168
Element Pointe Advisors
Florida
$215K +$214K +2,674 New
UBG
2169
United Bank (Georgia)
Georgia
$215K +$214K +2,674 New
FFS
2170
Founders Financial Securities
Maryland
$214K +$213K +2,660 New
CWM
2171
Cabot Wealth Management
Massachusetts
$213K
VCP
2172
Vista Capital Partners
Oregon
$213K +$212K +2,646 New
VFPI
2173
Vantage Financial Partners (Illinois)
Illinois
$213K
AACR
2174
ACR Alpine Capital Research
Missouri
$212K +$641 +8 +0.3%
MA
2175
MANA Advisors
New York
$212K +$211K +2,639 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.