Merger Fund Institutional Cl's ticker is and the CUSIP is 589509207. A total of 3 filers reported holding Merger Fund Institutional Cl in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $9,091,000 | -1.3% | 532,855 | +0.4% | 0.17% | +19.4% |
| Q1 2022 | $9,209,000 | +1.8% | 530,468 | +1.6% | 0.14% | +12.1% |
| Q4 2021 | $9,045,000 | +1.1% | 522,225 | +1.2% | 0.12% | -6.8% |
| Q3 2021 | $8,946,000 | +5.6% | 516,193 | +7.4% | 0.13% | +9.0% |
| Q2 2021 | $8,472,000 | +4.1% | 480,524 | +3.4% | 0.12% | -2.4% |
| Q1 2021 | $8,135,000 | +0.7% | 464,586 | -0.2% | 0.12% | -7.4% |
| Q4 2020 | $8,077,000 | +3.1% | 465,541 | +3.5% | 0.14% | -10.0% |
| Q3 2020 | $7,833,000 | +3.4% | 449,885 | +1.5% | 0.15% | -5.1% |
| Q2 2020 | $7,576,000 | +16.1% | 443,061 | +13.4% | 0.16% | -2.5% |
| Q1 2020 | $6,526,000 | +932.6% | 390,803 | +934.4% | 0.16% | +1925.0% |
| Q2 2019 | $632,000 | +0.5% | 37,779 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $629,000 | +2.1% | 37,779 | 0.0% | 0.01% | -11.1% |
| Q4 2018 | $616,000 | -2.7% | 37,779 | 0.0% | 0.01% | +12.5% |
| Q3 2018 | $633,000 | -5.5% | 37,779 | -5.5% | 0.01% | 0.0% |
| Q2 2018 | $670,000 | +3.4% | 39,967 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $648,000 | 0.0% | 39,967 | -2.3% | 0.01% | +14.3% |
| Q4 2017 | $648,000 | – | 40,907 | – | 0.01% | – |
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% |