We are live on ! Find out more

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
KLWA
551
Kelly Lawrence W & Associates
California
$11M -$125K -1,677 -1%
FAB
552
First American Bank
Illinois
$11M -$610K -8,159 -6%
NEI
553
Northwest & Ethical Investments
Ontario, Canada
$10.9M +$4.55M +60,812 +79%
OSIA
554
O'Shares Investment Advisers
Massachusetts
$10.9M +$300K +4,008 +3%
AAM
555
Auxier Asset Management
Oregon
$10.8M -$165K -2,201 -2%
LBC
556
Lowe Brockenbrough & Co
Virginia
$10.7M -$138K -1,846 -1%
BAM
557
Bruderman Asset Management
New York
$10.7M -$2.09M -27,948 -17%
ATC
558
Argent Trust Co
Tennessee
$10.7M +$518K +6,922 +5%
DWM
559
Doyle Wealth Management
Florida
$10.6M +$830K +11,091 +8%
BG
560
Bollard Group
Massachusetts
$10.6M +$1.11M +14,803 +12%
JFL
561
Jarislowsky, Fraser Ltd
Quebec, Canada
$10.6M +$727K +9,726 +8%
WAM
562
Winslow Asset Management
Ohio
$10.5M -$596K -7,972 -6%
AC
563
Alexandria Capital
Virginia
$10.2M +$286K +3,826 +3%
GIM
564
Grassi Investment Management
California
$10.2M +$54.9K +734 +0.6%
CM
565
Churchill Management
California
$10.2M -$577K -7,716 -6%
MME
566
Meag Munich Ergo
Germany
$10.2M +$7.64M +102,163 +383%
CIC
567
Cutler Investment Counsel
Oregon
$10.1M +$30.2K +404 +0.3%
CAN
568
Cetera Advisor Networks
California
$10.1M +$358K +4,790 +4%
BPC
569
Banque Pictet & Cie
Switzerland
$10.1M -$3.81M -50,982 -29%
1SB
570
1ST Source Bank
Indiana
$10M -$31.9K -427 -0.3%
CA
571
Cullinan Associates
Kentucky
$10M +$114K +1,520 +1%
WC
572
Woodstock Corp
Massachusetts
$9.95M +$5.83K +78 +0.1%
SGA
573
Sector Gamma AS
Norway
$9.93M -$26.8M -358,095 -74%
KCP
574
KDI Capital Partners
North Carolina
$9.91M +$273K +3,645 +3%
BFA
575
Bragg Financial Advisors
North Carolina
$9.9M +$77.7K +1,039 +0.8%

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.