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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
CNAM
501
Campbell Newman Asset Management
Wisconsin
$13.3M +$2.21M +29,615 +21%
EGA
502
Eagle Global Advisors
Texas
$13.3M +$55.5K +742 +0.4%
SIM
503
Sentry Investment Management
Wisconsin
$13.3M -$856K -11,441 -6%
NPF
504
Norris Perne & French
Michigan
$13.3M +$371K +4,954 +3%
MAM
505
Meeder Asset Management
Ohio
$13.2M +$49.1K +657 +0.4%
APSP
506
Asset Planning Services (Pennsylvania)
Pennsylvania
$13.2M -$11.3M -150,886 -48%
SGAM
507
Smith Group Asset Management
Texas
$13M -$28.2K -377 -0.2%
JMFC
508
J.M. Forbes & Co
Massachusetts
$13M +$132K +1,761 +1%
GT
509
Glenview Trust
Kentucky
$12.9M +$987K +13,201 +9%
11A
510
10-15 Associates
New York
$12.9M +$477K +6,376 +4%
CA
511
CapWealth Advisors
Tennessee
$12.9M -$145K -1,934 -1%
CAM
512
Columbia Asset Management
Michigan
$12.7M -$3.22K -43 -0%
BCM
513
Barometer Capital Management
Ontario, Canada
$12.7M -$4.33M -57,849 -27%
LSA
514
L & S Advisors
California
$12.7M -$318K -4,246 -3%
PFU
515
Parus Finance (UK)
United Kingdom
$12.6M -$1.78M -23,811 -13%
COPPSERS
516
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$12.6M +$709K +9,477 +6%
SI
517
Sensato Investors
California
$12.4M -$47K -629 -0.4%
BII
518
Bainco International Investors
Massachusetts
$12.3M -$240K -3,213 -2%
SAM
519
Strategy Asset Managers
California
$12.3M +$585K +7,823 +5%
SBH
520
Segall Bryant & Hamill
Illinois
$12.3M -$235K -3,138 -2%
Wealthfront Advisers
521
Wealthfront Advisers
California
$12.2M -$1.06M -14,142 -8%
BHWM
522
Bar Harbor Wealth Management
New Hampshire
$12.1M -$26.6K -355 -0.2%
CAPTRUST Financial Advisors
523
CAPTRUST Financial Advisors
North Carolina
$12M +$373K +4,991 +3%
CAM
524
Cresset Asset Management
Illinois
$12M +$3.21M +42,936 +40%
PL
525
Parthenon LLC
Kentucky
$12M -$378K -5,051 -3%

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.