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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
SCM
726
Sitrin Capital Management
California
$5.92M +$47.8K +639 +0.9%
Cerity Partners
727
Cerity Partners
New York
$5.91M -$556K -7,437 -9%
PFO
728
Pathstone Family Office
New Jersey
$5.91M +$213K +2,852 +4%
DMIC
729
Dixon Mitchell Investment Counsel
British Columbia, Canada
$5.9M -$3.14M -41,920 -36%
CM
730
Columbus Macro
Pennsylvania
$5.86M -$238K -3,185 -4%
MLL
731
Moody Lynn & Lieberson
Massachusetts
$5.86M -$5.47M -73,183 -50%
BAS
732
Brown Advisory Securities
Maryland
$5.85M -$2.4M -32,058 -30%
MCM
733
Matarin Capital Management
New York
$5.84M -$6.73K -90 -0.1%
AAIM
734
American Assets Investment Management
California
$5.78M
LTI
735
Laffer Tengler Investments
Tennessee
$5.75M
SSB
736
Sandy Spring Bank
Maryland
$5.74M -$562K -7,512 -9%
CT
737
Coastline Trust
Rhode Island
$5.71M -$13.3K -178 -0.2%
ACM
738
Advisors Capital Management
New Jersey
$5.7M +$260K +3,471 +5%
NEAM
739
New England Asset Management
Connecticut
$5.69M +$215K +2,872 +4%
GIA
740
Guyasuta Investment Advisors
Pennsylvania
$5.69M -$23.6K -315 -0.4%
BFM
741
Boston Financial Management
Massachusetts
$5.67M +$8.83K +118 +0.2%
KCM
742
Kempner Capital Management
Texas
$5.65M -$1.34M -17,892 -20%
NCM
743
Narwhal Capital Management
Georgia
$5.63M -$23.5K -314 -0.4%
FNBOMD
744
First National Bank of Mount Dora
Florida
$5.61M -$86K -1,150 -2%
UFF
745
USA Financial Formulas
Michigan
$5.61M +$5.28M +70,624 New
BCM
746
Birmingham Capital Management
Alabama
$5.58M -$120K -1,598 -2%
Fiera Capital (Canada)
747
Fiera Capital (Canada)
Quebec, Canada
$5.57M -$1.38M -18,487 -21%
SCI
748
SkyBridge Capital II
New York
$5.57M -$707K -9,458 -12%
LIC
749
Lodestar Investment Counsel
Illinois
$5.56M +$823 +11 +0%
AI
750
ArchPoint Investors
Florida
$5.56M

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.