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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
ET
676
Equitable Trust
Tennessee
$6.97M -$251K -3,352 -4%
FLPIM
677
F.L. Putnam Investment Management
Massachusetts
$6.96M +$3.64M +48,625 +124%
SC
678
Sepio Capital
Utah
$6.96M -$1.22M -16,371 -16%
OCM
679
Oakwood Capital Management
California
$6.96M -$260K -3,479 -4%
MPI
680
Mairs & Power Inc
Minnesota
$6.9M -$408K -5,455 -6%
SLI
681
Sumitomo Life Insurance
Japan
$6.89M -$734K -9,812 -10%
AP
682
Advisor Partners
California
$6.85M +$218K +2,921 +4%
CAM
683
Centre Asset Management
New York
$6.84M +$220K +2,945 +4%
FNT
684
First Nebraska Trust
Nebraska
$6.83M -$2.62K -35 -0%
MAA
685
Matrix Asset Advisors
New York
$6.82M -$2.41M -32,194 -27%
ACP
686
Ashfield Capital Partners
California
$6.81M +$28.5K +381 +0.4%
FVCM
687
F&V Capital Management
Florida
$6.75M -$421K -5,633 -6%
AF
688
Alerus Financial
North Dakota
$6.75M +$3.09M +41,352 +95%
HA
689
Hamel Associates
New Jersey
$6.74M -$76.4K -1,022 -1%
B
690
Bailard
California
$6.73M -$26.3K -352 -0.4%
MERSOM
691
Municipal Employees' Retirement System of Michigan
Michigan
$6.72M -$2.83M -37,854 -31%
NSEDCP
692
NJ State Employees Deferred Compensation Plan
New Jersey
$6.67M -$1.02M -13,624 -14%
CAMG
693
CWA Asset Management Group
Florida
$6.67M +$941K +12,581 +18%
CAM
694
Carret Asset Management
New York
$6.63M -$82.9K -1,108 -1%
RAM
695
RWC Asset Management
United Kingdom
$6.63M -$3.9M -52,200 -38%
SWM
696
SVA Wealth Management
Wisconsin
$6.61M -$138K -1,848 -2%
RIG
697
Renaissance Investment Group
Massachusetts
$6.6M +$47.9K +641 +0.8%
BWM
698
Buckley Wealth Management
Nevada
$6.6M -$136K -1,818 -2%
OIM
699
Opus Investment Management
Massachusetts
$6.52M
CC
700
Courier Capital
New York
$6.52M +$176K +2,357 +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.