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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
Bessemer Group
201
Bessemer Group
New Jersey
$81M +$1.68M +20,913 +2%
Comerica Bank
202
Comerica Bank
Texas
$77.9M +$470K +5,867 +0.6%
SCM
203
Smead Capital Management
Arizona
$76.9M -$2.2M -27,476 -3%
Handelsbanken Fonder
204
Handelsbanken Fonder
Sweden
$76.6M +$420K +5,240 +0.6%
FWCM
205
Ferguson Wellman Capital Management
Oregon
$76.3M -$543K -6,777 -0.7%
Neuberger Berman Group
206
Neuberger Berman Group
New York
$75M -$14.4M -179,433 -16%
CCM
207
Cullen Capital Management
New York
$74.2M -$5.74M -71,668 -7%
CCMG
208
Clark Capital Management Group
Pennsylvania
$72.9M +$72.2M +901,130 +14,326%
RCAMU
209
Rothschild & Co Asset Management US
Connecticut
$72.7M -$13M -161,742 -15%
Fidelity International
210
Fidelity International
Bermuda
$71.3M -$306M -3,824,133 -81%
BCIM
211
British Columbia Investment Management
British Columbia, Canada
$68.5M -$10.4M -129,371 -13%
AIG
212
American International Group
New York
$68.1M -$15.9M -198,371 -19%
Assenagon Asset Management
213
Assenagon Asset Management
Luxembourg
$67.5M +$3.62M +45,210 +6%
MSL
214
Mackay Shields LLC
New York
$67.2M -$2.59M -32,290 -4%
Nomura Holdings
215
Nomura Holdings
Japan
$67.1M +$48.7M +607,198 +260%
NA
216
Neuburgh Advisers
California
$66.6M -$985K -12,289 -1%
CAM
217
Cacti Asset Management
Georgia
$65.7M -$66.4K -828 -0.1%
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$65M -$662K -8,260 -1%
Mariner
219
Mariner
Kansas
$65M +$1.62M +20,232 +3%
Pzena Investment Management
220
Pzena Investment Management
New York
$64.8M -$41.5M -517,515 -39%
Natixis Advisors
221
Natixis Advisors
Massachusetts
$64.5M +$1.09M +13,631 +2%
GLA
222
Great Lakes Advisors
Illinois
$64.3M -$2.58M -32,137 -4%
Federated Hermes
223
Federated Hermes
Pennsylvania
$64M -$6.11M -76,272 -9%
FAF
224
Fjarde Ap-fonden
Sweden
$61.6M -$2.03M -25,386 -3%
BHIA
225
Birch Hill Investment Advisors
Massachusetts
$60.2M +$2.02M +25,239 +3%

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.