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
BA
576
Boston Advisors
Massachusetts
$9.81M -$1.47M -19,597 -14%
TSW
577
Thompson Siegel & Walmsley
Virginia
$9.81M -$20.9K -280 -0.2%
CTC
578
Central Trust Company
Missouri
$9.81M -$31K -414 -0.3%
GAM
579
Griffin Asset Management
New York
$9.73M -$493K -6,592 -5%
BOH
580
Bank of Hawaii
Hawaii
$9.65M +$184K +2,459 +2%
NFC
581
Northeast Financial Consultants
Connecticut
$9.58M -$39.9K -533 -0.4%
FMII
582
Farmers & Merchants Investments Inc
Nebraska
$9.49M -$51.7K -691 -0.6%
IG
583
ING Group
Netherlands
$9.44M -$8.05M -107,693 -48%
KRS
584
Kentucky Retirement Systems
Kentucky
$9.39M -$20.3K -272 -0.2%
AIM
585
Axiom Investment Management
New York
$9.37M -$49.1K -657 -0.6%
PA
586
Profund Advisors
Maryland
$9.33M -$451K -6,028 -5%
MC
587
Moors & Cabot
Massachusetts
$9.27M +$254K +3,391 +3%
JAM
588
Jupiter Asset Management
United Kingdom
$9.22M +$1.2M +15,992 +16%
GG
589
Greenwood Gearhart
Arkansas
$9.21M -$7.55K -101 -0.1%
MYAM
590
Meiji Yasuda Asset Management
Japan
$9.18M -$56.7K -758 -0.7%
AIP
591
Ameritas Investment Partners
Nebraska
$9.14M -$186K -2,486 -2%
RCYC
592
Richard C. Young & Co
Rhode Island
$9.1M +$8.58M +114,718 New
FFBTD
593
First Financial Bank - Trust Division
Ohio
$9.08M -$115K -1,540 -1%
AIP
594
ARS Investment Partners
New York
$9.02M -$173K -2,315 -2%
TTWM
595
TCV Trust & Wealth Management
Virginia
$8.94M -$57.6K -770 -0.7%
SCM
596
Salem Capital Management
Massachusetts
$8.91M -$236K -3,153 -3%
BBA
597
BLB&B Advisors
Pennsylvania
$8.91M -$178K -2,384 -2%
EOJOAM
598
E. Ohman J:or Asset Management
Sweden
$8.91M -$321K -4,297 -4%
RBA
599
Richard Bernstein Advisors
New York
$8.89M -$649K -8,676 -7%
LDB
600
Lee, Danner & Bass
Tennessee
$8.84M -$149K -1,986 -2%

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.