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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
EWM
2201
Elmwood Wealth Management
California
$180K
PB
2202
Pinnacle Bancorp
Nebraska
$178K +$10.3K +128 +6%
SLF
2203
Sun Life Financial
Ontario, Canada
$176K +$801 +10 +0.5%
GT
2204
Glenmede Trust
Pennsylvania
$174K +$52.9M +660,592 +44%
TCM
2205
TD Capital Management
Tennessee
$174K
TCM
2206
Tradewinds Capital Management
Washington
$174K +$3.13K +39 +2%
VCM
2207
Versant Capital Management
Arizona
$172K -$1.12K -14 -0.6%
ACM
2208
AUA Capital Management
Pennsylvania
$171K
LWA
2209
Lenox Wealth Advisors
New York
$168K +$10.1K +126 +6%
BEI
2210
Benjamin Edwards Inc
Missouri
$160K +$23.4K +292 +17%
TF
2211
TimeScale Financial
Massachusetts
$159K
CFD
2212
Creative Financial Designs
Indiana
$158K +$1.36K +17 +0.8%
HMS
2213
Hanseatic Management Services
New Mexico
$154K -$9.86K -123 -6%
CIA
2214
Cascade Investment Advisors
Oregon
$153K +$2.4K +30 +2%
APC
2215
Aspire Private Capital
North Carolina
$153K +$9.38K +117 +7%
CAM
2216
CenterStar Asset Management
Illinois
$145K
QCMC
2217
Quantum Capital Management (California)
California
$137K +$137K +1,706 New
CA
2218
Centerpoint Advisors
Massachusetts
$131K -$37.3K -466 -22%
PGAM
2219
Princeton Global Asset Management
New Jersey
$128K -$5.53K -69 -4%
IR
2220
IAT Reinsurance
New York
$125K
LB
2221
Legacy Bridge
Iowa
$121K
BC
2222
Barnett & Company
Tennessee
$120K +$115K +1,435 +2,392%
QT
2223
Quantamental Technologies
New York
$119K -$348K -4,340 -75%
RAM
2224
Riggs Asset Management
Pennsylvania
$119K -$1.84K -23 -2%
PWP
2225
Personal Wealth Partners
Minnesota
$119K +$14.3K +178 +14%

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.