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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
MCM
526
Monarch Capital Management
Indiana
$11.9M -$110K -1,468 -1%
FAAS
527
First Allied Advisory Services
California
$11.9M -$77.7K -1,039 -0.7%
ECM
528
Estabrook Capital Management
New York
$11.7M +$60.1K +803 +0.5%
JGUA
529
John G. Ullman & Associates
New York
$11.7M -$4.46M -59,669 -29%
RI
530
Redwood Investments
Massachusetts
$11.6M +$2.03M +27,105 +23%
KS
531
Karpas Strategies
Connecticut
$11.6M +$5.16K +69 +0%
UBV
532
United Bank (Virginia)
Virginia
$11.6M -$2.04M -27,334 -16%
SB
533
Simmons Bank
Arkansas
$11.5M +$57.7K +772 +0.5%
Simplex Trading
534
Simplex Trading
Illinois
$11.3M +$10.3M +137,910 +2,778%
LSERS
535
Louisiana State Employees Retirement System
Louisiana
$11.3M -$7.85K -105 -0.1%
CNB
536
Camden National Bank
Maine
$11.3M -$323K -4,312 -3%
NAM
537
North American Management
Massachusetts
$11.3M +$206K +2,750 +2%
PP
538
Patten & Patten
Tennessee
$11.3M -$120K -1,611 -1%
LCM
539
Logan Capital Management
Pennsylvania
$11.3M -$2.04M -27,284 -16%
EWM
540
Edge Wealth Management
New York
$11.2M -$1.26M -16,906 -11%
BCM
541
BTR Capital Management
California
$11.2M -$1.21M -16,145 -10%
UH
542
Unigestion Holding
Switzerland
$11.2M -$12.9M -172,456 -55%
AAM
543
AR Asset Management
California
$11.2M
BC
544
Brinker Capital
Pennsylvania
$11.2M -$3M -40,105 -22%
AAF
545
Andra AP-fonden
Sweden
$11.1M +$10.5M +140,432 New
CIA
546
Capital Investment Advisors
Georgia
$11.1M -$546K -7,305 -5%
ALAM
547
Asahi Life Asset Management
Japan
$11.1M -$2.07M -27,682 -17%
1832 Asset Management
548
1832 Asset Management
Ontario, Canada
$11.1M -$7.53M -100,709 -41%
EWM
549
Evercore Wealth Management
New York
$11.1M +$541K +7,235 +5%
FDCDDQ
550
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.1M -$499K -6,668 -5%

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.