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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
RP
876
Rowlandmiller & Partners
Georgia
$3.97M -$36K -482 -1%
KIA
877
KCM Investment Advisors
California
$3.97M -$173K -2,312 -4%
BA
878
Bennicas & Associates
California
$3.96M -$3.96K -53 -0.1%
ARTA
879
A.R.T. Advisors
New York
$3.95M +$3.72M +49,756 New
BE
880
Bonness Enterprises
District of Columbia
$3.94M
GWM
881
Geneos Wealth Management
Colorado
$3.94M +$485K +6,486 +15%
RMAM
882
Raab & Moskowitz Asset Management
New Jersey
$3.93M -$146K -1,948 -4%
ISB
883
Iowa State Bank
Iowa
$3.92M -$36.9K -493 -1%
SCM
884
Stonebridge Capital Management
California
$3.91M -$513K -6,861 -12%
CCG
885
Cypress Capital Group
Florida
$3.91M -$66.4K -888 -2%
ECM
886
Exchange Capital Management
Michigan
$3.9M +$125K +1,669 +4%
VFA
887
Voya Financial Advisors
Connecticut
$3.89M +$38.5K +515 +1%
MYLI
888
Meiji Yasuda Life Insurance
Japan
$3.88M -$607K -8,112 -14%
BRM
889
Boston Research & Management
Massachusetts
$3.88M -$94.5K -1,263 -3%
UR
890
USCA RIA
Texas
$3.88M -$18.3K -245 -0.5%
LS
891
Livforsakringsbolaget Skandia
Sweden
$3.86M +$102K +1,362 +3%
HCM
892
Howland Capital Management
Massachusetts
$3.86M -$2.92K -39 -0.1%
CB
893
Cadence Bank
Mississippi
$3.85M +$27.2K +364 +0.8%
VCM
894
Violich Capital Management
California
$3.85M
RC
895
Roundview Capital
New Jersey
$3.84M -$13K -174 -0.4%
FNBTCON
896
First National Bank & Trust Co of Newtown
Pennsylvania
$3.84M -$15.6K -209 -0.4%
HKAM
897
Horizon Kinetics Asset Management
New York
$3.84M +$3.62M +48,342 New
CIC
898
Chase Investment Counsel
Virginia
$3.83M -$54.6K -730 -1%
GSBTD
899
Glenview State Bank Trust Department
Illinois
$3.8M -$70.6K -944 -2%
SC
900
SouthState Corp
Florida
$3.8M +$4.71K +63 +0.1%

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.