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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
RMC
801
Regis Management Company
California
$4.9M +$2.31M +30,852 +100%
HCM
802
Hodges Capital Management
Texas
$4.86M +$3.4M +45,486 +288%
AWA
803
ARS Wealth Advisors
Florida
$4.86M +$27.2K +364 +0.6%
BCM
804
Beddow Capital Management
Wyoming
$4.85M -$832K -11,130 -15%
EP
805
Edgestream Partners
New Jersey
$4.85M +$4.57M +61,114 New
ECM
806
ETrade Capital Management
Virginia
$4.83M +$83.7K +1,119 +2%
NAM
807
NorthCoast Asset Management
Connecticut
$4.83M +$270K +3,616 +6%
CS
808
Comerica Securities
Michigan
$4.79M -$301K -4,019 -6%
CWM
809
Calamos Wealth Management
Illinois
$4.79M +$3.14M +41,921 +228%
CIM
810
Cambria Investment Management
California
$4.76M +$72.1K +964 +2%
NDSI
811
Newman Dignan & Sheerar Inc
Rhode Island
$4.73M -$111K -1,486 -2%
AIMCA
812
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.71M -$14.3M -191,574 -76%
AWM
813
Avitas Wealth Management
California
$4.7M +$49.7K +665 +1%
JAFL
814
Jay A. Fishman Ltd
Michigan
$4.7M +$11.7K +157 +0.3%
FA
815
FDx Advisors
Illinois
$4.67M +$1.62M +21,701 +58%
RG
816
Rathbones Group
United Kingdom
$4.65M -$15.9K -212 -0.4%
JWM
817
Jackson Wealth Management
Florida
$4.65M +$63.9K +855 +1%
BCM
818
BTC Capital Management
Iowa
$4.64M +$251K +3,355 +6%
FCA
819
FLC Capital Advisors
California
$4.62M +$173K +2,318 +4%
FBT
820
First Bankers Trust
Kentucky
$4.61M -$4.49M -60,063 -51%
CAM
821
Costello Asset Management
Pennsylvania
$4.6M -$286K -3,830 -6%
ED
822
Exane Derivatives
France
$4.59M +$727K +9,719 +20%
IIM
823
Ipswich Investment Management
Massachusetts
$4.58M +$90.4K +1,209 +2%
AA
824
Ancora Advisors
Ohio
$4.58M -$262K -3,509 -6%
TF
825
Tompkins Financial
New York
$4.58M +$51.4K +687 +1%

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.