Merger Fund Institutional Cl's ticker is and the CUSIP is 589509207. A total of 3 filers reported holding Merger Fund Institutional Cl in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,640,131 | +0.4% | 329,447 | -3.0% | 0.39% | +4.9% |
| Q2 2023 | $5,619,251 | -0.4% | 339,737 | +0.7% | 0.37% | -3.9% |
| Q1 2023 | $5,643,273 | +2.3% | 337,516 | +2.2% | 0.38% | -6.6% |
| Q4 2022 | $5,516,072 | -4.3% | 330,304 | -0.8% | 0.41% | -10.1% |
| Q3 2022 | $5,761,000 | -0.6% | 332,822 | -2.1% | 0.46% | +4.6% |
| Q2 2022 | $5,798,000 | -5.6% | 339,871 | -4.0% | 0.44% | +9.3% |
| Q1 2022 | $6,144,000 | -6.1% | 353,963 | -6.3% | 0.40% | -1.2% |
| Q4 2021 | $6,544,000 | +1.4% | 377,873 | +1.4% | 0.40% | -4.0% |
| Q3 2021 | $6,455,000 | +10.1% | 372,498 | +12.0% | 0.42% | +9.6% |
| Q2 2021 | $5,865,000 | +3.8% | 332,674 | +3.1% | 0.38% | -3.8% |
| Q1 2021 | $5,650,000 | +11.6% | 322,664 | +10.6% | 0.40% | +7.0% |
| Q4 2020 | $5,064,000 | +5.4% | 291,838 | +5.8% | 0.37% | -2.9% |
| Q3 2020 | $4,804,000 | +29925.0% | 275,886 | +26504.2% | 0.38% | +19100.0% |
| Q1 2017 | $16,000 | +433.3% | 1,037 | +482.6% | 0.00% | – |
| Q2 2016 | $3,000 | – | 178 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MOTCO | 353,963 | $6,144,000 | 0.40% |
| Almanack Investment Partners, LLC. | 138,382 | $2,402,000 | 0.21% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 530,468 | $9,209,000 | 0.14% |