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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
AMCA
2301
Arthur M. Cohen & Associates
Illinois
$4.19K +$141K +1,760 +3%
LFG
2302
LifePlan Financial Group
Ohio
$4K
PG
2303
Proffitt & Goodson
Tennessee
$3K
FCH
2304
Freestone Capital Holdings
Washington
$2.48K +$480K +5,992 +24%
WA
2305
WestEnd Advisors
North Carolina
$2.19K +$2.16K +27 New
TFA
2306
Transamerica Financial Advisors
Florida
$2K -$176K -2,195 -99%
LGWM
2307
Litman Gregory Wealth Management
California
$2K -$1.84K -23 -51%
CIR
2308
Clear Investment Research
Georgia
$2K
ECM
2309
EII Capital Management
New York
$17 +$16.8K +210 New
SIG
2310
Senator Investment Group
New York
-$168M -2,096,000 Closed
CG
2311
Carmignac Gestion
France
-$112M -1,398,969 Closed
LCM
2312
Laurion Capital Management
New York
-$93.9M -1,171,564 Closed
DFO
2313
Duquesne Family Office
New York
-$39.2M -489,626 Closed
VCM
2314
Voleon Capital Management
California
-$37.7M -471,600 Closed
Balyasny Asset Management
2315
Balyasny Asset Management
Illinois
-$33.6M -419,597 Closed
CBOA
2316
Commonwealth Bank of Australia
Australia
-$26M -324,649 Closed
MIFH
2317
Migdal Insurance & Financial Holdings
Israel
-$22.6M -280,142 Closed
TG
2318
TLP Group
Illinois
-$22.2M -276,462 Closed
NAM
2319
NorthCoast Asset Management
Connecticut
-$4.76M -59,495 Closed
LCP
2320
LGT Capital Partners
Switzerland
-$4.54M -56,718 Closed
Simplex Trading
2321
Simplex Trading
Illinois
-$4.19M -52,315 Closed
TI
2322
Trexquant Investment
Connecticut
-$3.67M -45,917 Closed
EAM
2323
Exane Asset Management
France
-$3.42M -42,790 Closed
ARTA
2324
A.R.T. Advisors
New York
-$3.23M -40,324 Closed
Qube Research & Technologies (QRT)
2325
Qube Research & Technologies (QRT)
United Kingdom
-$2.6M -32,490 Closed

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.