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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
LWA
2226
Lowe Wealth Advisors
Maryland
$118K
BCM
2227
Blume Capital Management
California
$117K
NC
2228
NewSquare Capital
Pennsylvania
$116K -$141K -1,764 -55%
RWML
2229
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$114K +$114K +1,422 New
PCFFS
2230
Pacific Center for Financial Services
California
$112K
GWMIA
2231
Global Wealth Management Investment Advisory
Florida
$108K
EARNEST Partners
2232
EARNEST Partners
Georgia
$105K
EIM
2233
Essex Investment Management
Massachusetts
$105K
CT
2234
Clearstead Trust
Maine
$101K
AIM
2235
Arcadia Investment Management
Michigan
$93K -$33.6K -419 -27%
ME
2236
McIlrath & Eck
Washington
$92K
AA
2237
Advisory Alpha
Michigan
$88.6K +$88.3K +1,102 New
IFA
2238
Interactive Financial Advisors
Illinois
$84K
CIM
2239
Contravisory Investment Management
Massachusetts
$84K +$11.9K +149 +17%
KFS
2240
Kelly Financial Services
Massachusetts
$83.3K +$3.85K +48 +5%
MAM
2241
Marquette Asset Management
Minnesota
$83K
AIS
2242
Accurate Investment Solutions
Pennsylvania
$80K -$3.77K -47 -5%
BL
2243
Balentine LLC
Georgia
$79K +$28.9K +361 +59%
HR
2244
Howe & Rusling
New York
$74K -$84K -1,048 -53%
HL
2245
Harding Loevner
New Jersey
$74K
BHWM
2246
Bay Harbor Wealth Management
Maryland
$73K -$2.73K -34 -4%
CQS
2247
Credential Qtrade Securities
$70.5K -$43.3K -540 -38%
AP
2248
Arlington Partners
Alabama
$70K
OFS
2249
Orrstown Financial Services
Pennsylvania
$70K
CCM
2250
Copeland Capital Management
Pennsylvania
$69K

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.