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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
CPA
2276
Cowen Prime Advisors
New York
$34K
CJA
2277
C-J Advisory
California
$33K
NCM
2278
New Capital Management
Texas
$33K +$80 +1 +0.2%
CDIA
2279
Capital Directions Investment Advisors
Georgia
$29K +$28.6K +357 New
AS
2280
Altshuler Shaham
Israel
$27K -$1.2K -15 -4%
JPLA
2281
Joseph P. Lucia & Associates
New York
$27K
BAMG
2282
Brand Asset Management Group
Missouri
$26K
CAGAS
2283
Capital Advisory Group Advisory Services
Minnesota
$26K
ICOM
2284
Investment Counselors of Maryland
Maryland
$26K
SFA
2285
Semmax Financial Advisors
North Carolina
$26K +$18.3K +228 +251%
EWA
2286
Evolution Wealth Advisors
Florida
$25K -$81.5K -1,017 -77%
FRA
2287
Front Row Advisors
California
$24K
MIM
2288
Macroview Investment Management
Maryland
$24K
SWM
2289
Selective Wealth Management
Virginia
$24K +$24.4K +305 New
NCM
2290
Next Capital Management
New York
$21K -$93.3K -1,164 -82%
CCMW
2291
Cypress Capital Management (Wyoming)
Wyoming
$21K
FA
2292
Financial Advantage
Maryland
$19K
AWMS
2293
Advocacy Wealth Management Services
Georgia
$17K
SCA
2294
Stuart Chaussee & Associates
California
$15K
SB
2295
Strategic Blueprint
Georgia
$15K +$15.1K +188 New
CA
2296
Crewe Advisors
Utah
$11K +$9.94K +124 +1,771%
HS
2297
Horan Securities
United States
$10K
GC
2298
Globeflex Capital
California
$6K
IAS
2299
IMA Advisory Services
Colorado
$6K +$5.93K +74 New
CTB
2300
Country Trust Bank
Illinois
$5K

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.