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2,293 hedge funds and large institutions have $164B invested in Merck in 2019 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 843 increasing their positions, 1,024 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 78

9% more capital invested

Capital invested by funds: $150B → $164B (+$13.2B)

2% more funds holding

Funds holding: 2,2512,293 (+42)

8% more call options, than puts

Call options by funds: $1.77B | Put options by funds: $1.65B

0.07% less ownership

Funds ownership: 80.03%79.96% (-0.07%)

11% less funds holding in top 10

Funds holding in top 10: 251223 (-28)

18% less repeat investments, than reductions

Existing positions increased: 843 | Existing positions reduced: 1,024

Holders
2,293
Holders Change
+42
Holders Change %
+1.87%
% of All Funds
49.62%
Holding in Top 10
223
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-11.16%
% of All Funds
4.83%
New
149
Increased
843
Reduced
1,024
Closed
78
Calls
$1.77B
Puts
$1.65B
Net Calls
+$126M
Net Calls Change
+$69.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
451
Covington Capital Management
California
$16.7M -$76.4K -1,022 -0.5%
CS
452
Central Securities
New York
$16.6M
FBP
453
Flippin Bruce & Porter
Virginia
$16.4M +$210K +2,812 +1%
6M
454
6 Meridian
Kansas
$16.2M +$5.36M +71,601 +54%
CTA
455
Chesley Taft & Associates
Illinois
$16.2M +$1.28M +17,067 +9%
MA
456
Montag & Associates
Georgia
$16.1M -$1.09M -14,580 -7%
BCAM
457
Boston Common Asset Management
Massachusetts
$15.8M +$296K +3,951 +2%
WSFS
458
Wilmington Savings Fund Society
Delaware
$15.7M +$4.04K +54 +0%
First Manhattan
459
First Manhattan
New York
$15.6M -$743K -9,934 -5%
AIM
460
Avity Investment Management
Connecticut
$15.6M -$789K -10,553 -5%
GIM
461
Goelzer Investment Management
Indiana
$15.5M -$57.3K -766 -0.4%
Kayne Anderson Rudnick Investment Management
462
Kayne Anderson Rudnick Investment Management
California
$15.5M -$200K -2,668 -1%
CCA
463
Cobblestone Capital Advisors
New York
$15.4M -$79.9K -1,068 -0.5%
GAI
464
General American Investors
New York
$15.4M -$1.18M -15,720 -7%
BWP
465
Baldwin Wealth Partners
Massachusetts
$15.3M -$1.23M -16,502 -8%
HCM
466
Hutchinson Capital Management
California
$15.3M -$244K -3,261 -2%
SIC
467
Salem Investment Counselors
North Carolina
$15.2M +$60.5K +809 +0.4%
SIA
468
Sit Investment Associates
Minnesota
$15.1M -$1.78M -23,764 -11%
TAM
469
Todd Asset Management
Kentucky
$15M +$14.1M +189,029 New
SSA
470
Schonfeld Strategic Advisors
New York
$14.7M +$2.66M +35,527 +24%
MML Investors Services
471
MML Investors Services
Massachusetts
$14.6M +$407K +5,447 +3%
TAM
472
Tiverton Asset Management
Delaware
$14.5M +$3.72M +49,676 +37%
TCM
473
Tufton Capital Management
Maryland
$14.5M -$106K -1,418 -0.8%
I
474
IberiaBank
Louisiana
$14.4M +$665K +8,888 +5%
CIS
475
Connors Investor Services
Pennsylvania
$14.4M +$1.51M +20,163 +12%

MRK Hedge Fund Activity: Q1 2019 in Review

2,293 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q1 2019, worth a combined $164B — up 8.8% from $150B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new MRK positions and 78 closed out — a net gain of 71 holders — while 843 added to existing stakes and 1,024 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $598M. The largest seller was T. Rowe Price Associates, cutting an estimated $757M.

  • 2,293 institutional investors held Merck (MRK) as of Q1 2019, up from 2,251 in Q4 2018.
  • Funds reported $164B of Merck stock for Q1 2019, up 8.8% quarter-over-quarter.
  • 149 funds opened new Merck positions in Q1 2019 and 78 closed out, a net change of +71 holders.
  • The largest Merck buyer in Q1 2019 was JP Morgan Chase, an estimated $598M added.
  • The largest Merck seller in Q1 2019 was T. Rowe Price Associates, an estimated $757M sold.

Based on aggregated 13F filings for Q1 2019.