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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
SGAM
601
Steinberg Global Asset Management
Florida
$8.82M -$202K -2,700 -2%
PIA
602
Piedmont Investment Advisors
North Carolina
$8.79M +$257K +3,433 +3%
SSWM
603
Smith Salley Wealth Management
North Carolina
$8.76M +$79.2K +1,059 +1%
WJA
604
Williams Jones & Associates
New York
$8.71M -$155K -2,076 -2%
NC
605
Northpointe Capital
Michigan
$8.71M -$44K -588 -0.5%
GI
606
GAMCO Investors
Connecticut
$8.64M -$184K -2,463 -2%
PWM
607
Perigon Wealth Management
California
$8.63M -$1.16M -15,528 -12%
DY
608
Dowling & Yahnke
California
$8.59M +$258K +3,447 +3%
RHAM
609
Round Hill Asset Management
California
$8.53M -$72.8K -974 -0.9%
CGT
610
Capital Guardian Trust
California
$8.53M +$476K +6,363 +6%
TCOV
611
Trust Company of Vermont
Vermont
$8.45M +$210K +2,804 +3%
CCT
612
Chemung Canal Trust
New York
$8.42M +$696K +9,299 +10%
PCM
613
Parsons Capital Management
Rhode Island
$8.41M +$110K +1,469 +1%
Westfield Capital Management
614
Westfield Capital Management
Massachusetts
$8.37M -$200K -2,678 -2%
GP
615
Girard Partners
Pennsylvania
$8.37M -$6.06K -81 -0.1%
LA
616
Lynch & Associates
Indiana
$8.34M +$100K +1,339 +1%
BIAS
617
Beacon Investment Advisory Services
New Jersey
$8.33M -$119K -1,588 -1%
CIC
618
Canal Insurance Company
South Carolina
$8.32M -$2.35M -31,440 -23%
GCM
619
Gabalex Capital Management
New York
$8.32M
CB
620
Community Bank
New York
$8.25M -$125K -1,676 -2%
CC
621
Capital Counsel
New York
$8.21M
NWM
622
Nicola Wealth Management
British Columbia, Canada
$8.18M
FFSOTS
623
Fiduciary Financial Services of The Southwest
Texas
$8.14M -$15K -200 -0.2%
GH
624
GAM Holding
Switzerland
$8.11M -$458K -6,125 -6%
MDCM
625
Morgan Dempsey Capital Management
Wisconsin
$8.09M +$230K +3,081 +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.