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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
AAM
651
Augustine Asset Management
Florida
$7.42M -$633K -8,467 -8%
WSTAM
652
Wilbanks Smith & Thomas Asset Management
Virginia
$7.42M +$142K +1,897 +2%
SA
653
Sicart Associates
New York
$7.42M -$37.2K -498 -0.5%
SC
654
Stralem & Co
New York
$7.41M +$524K +7,001 +8%
AMI
655
Amica Mutual Insurance
Rhode Island
$7.4M
WC
656
Whitney & Co
New York
$7.39M +$162K +2,164 +2%
IA
657
Icon Advisers
Colorado
$7.34M +$1.5M +20,017 +28%
AAIM
658
Asset Advisors Investment Management
Georgia
$7.34M -$25.4K -340 -0.4%
PP
659
Paloma Partners
Connecticut
$7.29M -$23.5M -314,010 -77%
SCA
660
Stonebridge Capital Advisors
Minnesota
$7.25M +$30.7K +410 +0.5%
WIA
661
Wealthstreet Investment Advisors
Texas
$7.22M +$375K +5,011 +6%
BIM
662
Bridges Investment Management
Nebraska
$7.21M -$178K -2,381 -3%
CNBT
663
Canandaigua National Bank & Trust
New York
$7.16M -$190K -2,539 -3%
JIC
664
Johnson Investment Counsel
Ohio
$7.16M +$187K +2,505 +3%
KFP
665
KMG Fiduciary Partners
Ohio
$7.14M +$833K +11,141 +14%
AT
666
Arden Trust
Delaware
$7.13M -$308K -4,119 -4%
MCM
667
MAI Capital Management
Ohio
$7.11M +$50.1K +670 +0.8%
MI
668
Markston International
New York
$7.09M -$456K -6,094 -6%
AC
669
Alley Company
Illinois
$7.07M +$111K +1,485 +2%
GCC
670
Guardian Capital (Canada)
Ontario, Canada
$7.06M +$2.18M +29,084 +49%
IMOV
671
Investment Management of Virginia
Virginia
$7.04M +$3.3M +44,156 +99%
SFS
672
Sowell Financial Services
Arkansas
$7.03M +$43K +575 +0.7%
SWM
673
Stockman Wealth Management
Montana
$7.01M -$962K -12,866 -13%
TCM
674
Tradition Capital Management
New Jersey
$7M -$2.59M -34,677 -28%
BB
675
Busey Bank
Illinois
$6.99M +$2.69K +36 +0%

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.