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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
IF
2251
Ironwood Financial
Arizona
$68K +$240 +3 +0.4%
LWM
2252
Lenox Wealth Management
Ohio
$67K +$12.6K +157 +23%
BCI
2253
Brinker Capital Investments
Pennsylvania
$67K +$13.9K +174 +26%
ANBT
2254
American National Bank & Trust
Texas
$67K +$67.2K +838 New
CG
2255
Cutler Group
California
$60K -$149K -1,855 -71%
1NWS
2256
1 North Wealth Services
Maryland
$58K +$58.3K +727 New
AM
2257
Atwater Malick
Pennsylvania
$57K +$57.1K +713 New
AA
2258
AlphaMark Advisors
Kentucky
$55K
SL
2259
Salomon & Ludwin
Virginia
$51K -$882 -11 -2%
DOA
2260
D'Orazio & Associates
Virginia
$51K
NCM
2261
Northstar Capital Management
New York
$51K
SAM
2262
Shamrock Asset Management
Texas
$49K
MFT
2263
Moisand Fitzgerald Tamayo
Florida
$47K
FWC
2264
First Washington Corp
Washington
$46K
GWA
2265
Guidant Wealth Advisors
Illinois
$46K +$8.41K +105 +22%
MIP
2266
Mondrian Investment Partners
United Kingdom
$45K
FGAM
2267
Financial Gravity Asset Management
Texas
$45K +$1.36K +17 +3%
SWP
2268
Strategic Wealth Partners
Ohio
$44.4K -$371K -4,627 -67%
AP
2269
Atwood & Palmer
Missouri
$42K -$12.2K -152 -22%
DWA
2270
Dougherty Wealth Advisers
Minnesota
$42K
VEA
2271
Virtus ETF Advisers
New York
$41K +$41K +511 New
WCM
2272
Wealthcare Capital Management
Virginia
$38K
UB
2273
UMB Bank
Missouri
$37.8K +$1.03M +12,791 +3%
HWM
2274
Holloway Wealth Management
Florida
$37K
RA
2275
Rational Advisors
New York
$35K -$1.47M -18,386 -98%

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.