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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
RB
826
Rodgers Brothers
Pennsylvania
$4.57M -$120K -1,604 -3%
HT
827
HighTower Trust
Texas
$4.57M -$188K -2,516 -4%
Nomura Holdings
828
Nomura Holdings
Japan
$4.57M +$3.33M +44,561 +318%
S
829
Seeyond
France
$4.55M +$1.69M +22,544 +65%
NIM
830
Northeast Investment Management
Massachusetts
$4.54M +$280K +3,737 +7%
MIM
831
Marco Investment Management
Georgia
$4.53M -$884K -11,821 -17%
BAC
832
Boys Arnold & Co
North Carolina
$4.53M -$361K -4,831 -8%
Kovitz Investment Group Partners
833
Kovitz Investment Group Partners
Illinois
$4.53M +$76.2K +1,019 +2%
TAM
834
Tealwood Asset Management
Minnesota
$4.51M -$2.47M -33,086 -37%
SNB
835
Security National Bank
Nebraska
$4.51M +$150K +2,004 +4%
LCP
836
LGT Capital Partners
Switzerland
$4.5M -$4.44M -59,379 -51%
MCM
837
Murphy Capital Management
New Jersey
$4.5M +$227K +3,031 +6%
ODCM
838
Old Dominion Capital Management
Virginia
$4.48M -$14.2K -190 -0.3%
PTC
839
Philadelphia Trust Company
Pennsylvania
$4.46M +$2.35M +31,466 +127%
CA
840
Clearstead Advisors
Ohio
$4.45M +$208K +2,778 +5%
SYBT
841
Stock Yards Bank & Trust
Kentucky
$4.45M +$56.5K +756 +1%
ECM
842
Evergreen Capital Management
Washington
$4.42M -$857K -11,460 -17%
O
843
Ossiam
France
$4.42M -$7.06M -94,397 -63%
CA
844
Cetera Advisors
Colorado
$4.39M +$95.2K +1,273 +2%
DDC
845
DF Dent & Co
Maryland
$4.32M +$10K +134 +0.2%
MCM
846
Maryland Capital Management
Maryland
$4.3M +$315K +4,210 +8%
IC
847
Intersect Capital
California
$4.3M +$9.95K +133 +0.2%
WIC
848
Woodmont Investment Counsel
Tennessee
$4.27M -$104K -1,390 -3%
BKA
849
Brick & Kyle Associates
Pennsylvania
$4.27M +$113K +1,517 +3%
KRSITF
850
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.27M -$9.27K -124 -0.2%

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.