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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
EM
776
Excalibur Management
Massachusetts
$5.18M -$166K -2,221 -3%
RIL
777
Rothschild Investment LLC
Illinois
$5.18M -$99.5K -1,331 -2%
SAM
778
SP Asset Management
California
$5.18M +$33.4K +447 +0.7%
CAM
779
Covenant Asset Management
New Jersey
$5.16M +$5.09K +68 +0.1%
CAL
780
Capital Analysts LLC
Pennsylvania
$5.15M -$36.7K -491 -0.8%
NGA
781
Naples Global Advisors
Florida
$5.14M +$214K +2,858 +5%
ST
782
Spinnaker Trust
Maine
$5.13M -$48.8K -652 -1%
CRB
783
Chad R. Baker
$5.13M
HI
784
HBK Investments
Texas
$5.11M +$4.82M +64,417 New
GP
785
Greenline Partners
New York
$5.08M +$7.33K +98 +0.2%
NWP
786
Northstar Wealth Partners
Connecticut
$5.07M +$20K +268 +0.4%
MCM
787
Mengis Capital Management
Oregon
$5.07M +$260K +3,478 +6%
JAM
788
Jolley Asset Management
North Carolina
$5.05M +$3.44K +46 +0.1%
DT
789
Diversified Trust
Tennessee
$5.02M -$695K -9,298 -13%
BFIM
790
Beese Fulmer Investment Management
Ohio
$5.02M +$17.3K +231 +0.4%
NONA
791
Ninety One North America
New York
$4.99M -$159K -2,124 -3%
PJSIMP
792
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.97M +$8.53K +114 +0.2%
ASN
793
Advisory Services Network
Georgia
$4.96M -$15.3K -204 -0.3%
OAM
794
Oxford Asset Management
United Kingdom
$4.96M +$2.93M +39,137 +168%
JIR
795
James Investment Research
Ohio
$4.95M -$138K -1,846 -3%
EAM
796
Erste Asset Management
Austria
$4.94M
SIM
797
Sonora Investment Management
Arizona
$4.94M -$1.41M -18,888 -23%
WT
798
Washington Trust
Rhode Island
$4.92M -$524K -7,007 -10%
PTC
799
Private Trust Company
Ohio
$4.92M -$112K -1,497 -2%
FHA
800
First Horizon Advisors
Tennessee
$4.9M -$3.84M -51,406 -45%

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.