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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
OFS
2351
OneAscent Financial Services
Alabama
-$347K -4,340 Closed
AG
2352
Algert Global
California
-$344K -4,298 Closed
AFNAS
2353
American Financial Network Advisory Services
California
-$311K -3,889 Closed
RCWMU
2354
Rothschild & Co Wealth Management (UK)
United Kingdom
-$309K -3,867 Closed
DTL
2355
Dynamic Technology Lab
Singapore
-$302K -3,773 Closed
VWM
2356
Venturi Wealth Management
Texas
-$290K -3,620 Closed
F
2357
F3Logic
Minnesota
-$283K -3,530 Closed
MUS
2358
Mitsubishi UFJ Securities
Japan
-$257K -3,217 Closed
NS
2359
NewDay Solutions
New Hampshire
-$240K -2,972 Closed
CMI
2360
Clare Market Investments
Texas
-$232K -2,904 Closed
I
2361
INVST
Indiana
-$233K -2,887 Closed
NP
2362
NS Partners
United Kingdom
-$226K -2,830 Closed
HFA
2363
Huber Financial Advisors
Illinois
-$219K -2,737 Closed
EMG
2364
Ellington Management Group
Connecticut
-$218K -2,725 Closed
TA
2365
Trellis Advisors
Washington
-$214K -2,673 Closed
AA
2366
Alesco Advisors
New York
-$210K -2,620 Closed
TH
2367
Timber Hill
Connecticut
-$210K -2,620 Closed
MWM
2368
Meridian Wealth Management
Kentucky
-$2.07K -2,591 Closed
LFGH
2369
Lee Financial Group Hawaii
Hawaii
-$204K -2,552 Closed
FAT
2370
First American Trust
California
-$202K -2,516 Closed
PLFAM
2371
Pineno Levin & Ford Asset Management
Virginia
-$201K -2,515 Closed
CF
2372
Centaurus Financial
California
-$192K -2,400 Closed
MWM
2373
Mascoma Wealth Management
New Hampshire
-$152K -1,894 Closed
PFC
2374
Phocas Financial Corp
California
-$145K -1,813 Closed
MWC
2375
MKD Wealth Coaches
Michigan
-$2K -1,701 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.