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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
LNWWM
626
Laird Norton Wetherby Wealth Management
California
$8.08M +$112K +1,492 +1%
BFO
627
Boston Family Office
Massachusetts
$8.06M -$397K -5,308 -5%
KIC
628
Keating Investment Counselors
Florida
$8.06M -$181K -2,421 -2%
TEE
629
Tibra Equities Europe
United Kingdom
$8.05M +$7.59M +101,446 New
RC
630
RegentAtlantic Capital
New Jersey
$7.96M +$72.9K +975 +1%
LC
631
Lavaca Capital
Texas
$7.95M +$392K +5,240 +6%
Qube Research & Technologies (QRT)
632
Qube Research & Technologies (QRT)
United Kingdom
$7.92M +$6.96M +93,097 +1,379%
CAM
633
Congress Asset Management
Massachusetts
$7.91M +$92.8K +1,241 +1%
SGH
634
Sivik Global Healthcare
Connecticut
$7.9M
KA
635
Kintegral Advisory
New York
$7.87M -$299K -3,997 -4%
BCM
636
Bourgeon Capital Management
Connecticut
$7.79M -$160K -2,133 -2%
RE
637
RBC Europe
United Kingdom
$7.77M +$44.3K +592 +0.6%
CB
638
Chemical Bank
Michigan
$7.76M -$307K -4,103 -4%
B
639
Barings
North Carolina
$7.75M +$878K +11,738 +14%
CRC
640
Curi RMB Capital
Illinois
$7.69M +$105K +1,404 +1%
BAM
641
Barrett Asset Management
New York
$7.68M -$146K -1,950 -2%
SFS
642
Strategic Financial Services
New York
$7.65M -$144K -1,927 -2%
ACM
643
Argyle Capital Management
Pennsylvania
$7.61M -$12.7K -170 -0.2%
AC
644
Armistice Capital
New York
$7.59M +$7.05M +94,320 New
PPSG
645
Princeton Portfolio Strategies Group
New Jersey
$7.56M -$39.6K -530 -0.6%
CSIC
646
Clifford Swan Investment Counsel
California
$7.54M -$39.2K -524 -0.5%
BCWM
647
Bartlett & Co Wealth Management
Ohio
$7.52M -$78.2K -1,046 -1%
MGIA
648
Matthew Goff Investment Advisor
Texas
$7.49M +$14.5K +194 +0.2%
LWCFA
649
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.49M -$146K -1,946 -2%
BC
650
Bartlett & Co
Ohio
$7.47M -$78.2K -1,046 -1%

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.