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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
PHAM
2176
Palisades Hudson Asset Management
Florida
$212K +$212K +2,644 New
MMM
2177
Mendel Money Management
Illinois
$211K -$84K -1,048 -29%
OAM
2178
Oak Asset Management
California
$211K
ACP
2179
Aveo Capital Partners
Colorado
$211K +$801 +10 +0.4%
HCM
2180
Harvey Capital Management
Florida
$210K
HCM
2181
Hilton Capital Management
New York
$209K +$39.4K +492 +23%
SPL
2182
Smart Portfolios LLC
Washington
$208K
HC
2183
Hamilton Capital
Ohio
$207K -$986K -12,308 -83%
CBOR
2184
Community Bank of Raymore
Missouri
$207K
RCS
2185
Retirement Capital Strategies
California
$207K
MS
2186
Marshall & Sullivan
Washington
$206K
AIM
2187
Alambic Investment Management
California
$202K -$2.56K -32 -1%
EA
2188
Emerald Advisers
Pennsylvania
$202K
MCG
2189
McCollum Christoferson Group
New York
$202K
WCG
2190
Weaver Consulting Group
California
$202K +$8.41K +105 +4%
VIM
2191
Vista Investment Management
Pennsylvania
$202K +$202K +2,517 New
PCA
2192
Peddock Capital Advisors
Massachusetts
$201K
CAL
2193
Capital Advisors Ltd
Ohio
$196K
BFC
2194
Bedel Financial Consulting
Indiana
$195K
HGWM
2195
Harvest Group Wealth Management
Massachusetts
$194K +$1.28K +16 +0.7%
EMG
2196
ETF Managers Group
New Jersey
$191K -$5.69K -71 -3%
SA
2197
SRH Advisors
Kansas
$191K
FBT
2198
First Bank & Trust
South Dakota
$187K -$101K -1,254 -35%
FMP
2199
Financial Management Professionals
Texas
$185K +$11.5K +143 +7%
TIM
2200
Tortoise Investment Management
New York
$180K -$72.6K -906 -29%

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.