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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
CAM
851
Cozad Asset Management
Illinois
$4.25M -$14.7K -197 -0.4%
CIS
852
Capital International Sarl
California
$4.24M +$23.5K +314 +0.6%
NSIM
853
North Star Investment Management
Illinois
$4.23M +$75.6K +1,011 +2%
BA
854
Baugh & Associates
Georgia
$4.22M -$29.4K -393 -0.7%
IFAM
855
Institutional & Family Asset Management
Colorado
$4.21M -$59.2K -791 -1%
FFWA
856
FRG Family Wealth Advisors
Washington
$4.2M -$134K -1,786 -3%
MC
857
Miramar Capital
Illinois
$4.2M -$92.4K -1,236 -2%
WDA
858
Wendell David Associates
New Hampshire
$4.19M -$132K -1,759 -3%
VAS
859
Vestmark Advisory Solutions
Massachusetts
$4.19M +$3.95M +52,793 New
WA
860
WealthTrust Axiom
Pennsylvania
$4.19M -$5.38K -72 -0.1%
FCBT
861
First Citizens Bank & Trust
North Carolina
$4.18M -$32K -428 -0.8%
AFM
862
Andesa Financial Management
Pennsylvania
$4.18M +$2.17M +28,977 +122%
TNB
863
Thomasville National Bank
Georgia
$4.15M -$165K -2,205 -4%
TC
864
Telemus Capital
Michigan
$4.11M -$1.74M -23,211 -31%
SVWA
865
Sound View Wealth Advisors
Georgia
$4.11M +$128K +1,707 +3%
PFPT
866
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.11M -$95.1K -1,271 -2%
CAM
867
Cypress Asset Management
Texas
$4.09M -$202K -2,703 -5%
HW
868
Hancock Whitney
Mississippi
$4.08M -$33.7K -451 -0.9%
MAFM
869
Mid Atlantic Financial Management
Pennsylvania
$4.07M +$29K +388 +0.8%
GFPC
870
Global Financial Private Capital
Florida
$4.07M +$2.62M +35,006 +218%
LDFR
871
Lehman & Derafelo Financial Resources
Pennsylvania
$4.05M +$68.8K +920 +2%
LYV
872
Live Your Vision
Pennsylvania
$4.02M +$112K +1,491 +3%
CCM
873
Coldstream Capital Management
Washington
$4.01M +$2.58M +34,547 +215%
RIM
874
Regent Investment Management
Kentucky
$4.01M +$189K +2,524 +5%
HI
875
Horizon Investments
North Carolina
$3.99M +$695K +9,290 +23%

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.