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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
BCMO
751
Buckingham Capital Management (Ohio)
Ohio
$5.53M -$233K -3,109 -4%
MPA
752
Marvin & Palmer Associates
Delaware
$5.51M
RIA
753
RPG Investment Advisory
California
$5.5M -$5.76K -77 -0.1%
DSC
754
Duncker Streett & Co
Missouri
$5.5M +$58.5K +782 +1%
ECM
755
Everence Capital Management
Indiana
$5.5M +$581K +7,771 +13%
NB
756
NBT Bank
New York
$5.49M -$151K -2,020 -3%
SWP
757
Stratos Wealth Partners
Ohio
$5.48M +$840K +11,234 +19%
MHIC
758
Marble Harbor Investment Counsel
Massachusetts
$5.48M +$74K +989 +1%
PHS
759
Pekin Hardy Strauss
Illinois
$5.48M -$217K -2,906 -4%
GAB
760
German American Bancorp
Indiana
$5.47M +$168K +2,241 +3%
BHA
761
Beech Hill Advisors
New York
$5.47M -$1.82M -24,295 -26%
M
762
MOTCO
Texas
$5.45M -$440K -5,885 -8%
AF
763
Arrow Financial
New York
$5.45M -$49.7K -665 -1%
IHL
764
Investment House LLC
California
$5.43M +$47.8K +639 +0.9%
BO
765
Bank OZK
Arkansas
$5.42M +$41.1K +549 +0.8%
SCM
766
Stellar Capital Management
Arizona
$5.42M -$76.9K -1,028 -1%
TCOT
767
Trust Company of Toledo
Ohio
$5.41M +$25K +334 +0.5%
EHC
768
Everett Harris & Co
California
$5.4M -$266K -3,563 -5%
CCMINC
769
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.37M -$37.2K -498 -0.7%
CBN
770
Cadence Bank NA
Texas
$5.33M -$1.16M -15,477 -19%
CGH
771
Crossmark Global Holdings
Texas
$5.29M -$155K -2,069 -3%
PFM
772
Premier Fund Managers
United Kingdom
$5.27M +$941K +12,582 +22%
SBWIC
773
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.25M +$1.39M +18,537 +39%
ONB
774
Old National Bancorp
Indiana
$5.21M -$249K -3,326 -5%
BOC
775
Barbara Oil Co
Illinois
$5.18M

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.