Merger Fund Institutional Cl's ticker is and the CUSIP is 589509207. A total of 3 filers reported holding Merger Fund Institutional Cl in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,177,000 | -9.4% | 127,624 | -7.8% | 0.22% | +4.3% |
| Q1 2022 | $2,402,000 | +6.0% | 138,382 | +5.8% | 0.21% | +13.7% |
| Q4 2021 | $2,265,000 | -5.3% | 130,795 | -5.3% | 0.18% | -13.3% |
| Q3 2021 | $2,393,000 | -43.8% | 138,106 | -42.8% | 0.21% | +2.4% |
| Q2 2021 | $4,258,000 | +132.6% | 241,492 | +131.0% | 0.21% | +10.8% |
| Q1 2021 | $1,831,000 | +17.2% | 104,549 | +16.1% | 0.19% | +3.9% |
| Q4 2020 | $1,562,000 | +5.6% | 90,056 | +6.9% | 0.18% | -1.6% |
| Q3 2020 | $1,479,000 | – | 84,244 | – | 0.18% | – |
Download | ||||||
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% |