We are live on ! Find out more

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
RIM
901
Rampart Investment Management
Connecticut
$3.79M +$1.32M +17,694 +59%
MJRIC
902
Mogy Joel R Investment Counsel
California
$3.78M -$78.4K -1,048 -2%
HSA
903
HBK Sorce Advisory
Pennsylvania
$3.75M +$65.2K +872 +2%
BIMC
904
Benson Investment Management Company
Virginia
$3.75M +$19.2K +257 +0.5%
BRWA
905
B. Riley Wealth Advisors
Florida
$3.75M +$274K +3,659 +8%
AP
906
Appleton Partners
Massachusetts
$3.74M +$148K +1,982 +4%
NMIFOAC
907
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.73M -$237K -3,163 -6%
OCM
908
One Capital Management
California
$3.73M -$69K -923 -2%
AMCA
909
Arthur M. Cohen & Associates
Illinois
$3.71M +$265K +3,543 +8%
CIC
910
Cornercap Investment Counsel
Georgia
$3.71M +$173K +2,308 +5%
TBA
911
Tower Bridge Advisors
Pennsylvania
$3.7M -$18.4K -246 -0.5%
LIM
912
Leavell Investment Management
Alabama
$3.69M -$31.3K -419 -0.9%
JC
913
Jacobs & Co
California
$3.69M -$26.7K -357 -0.8%
KTC
914
Kistler-Tiffany Companies
Pennsylvania
$3.66M +$30.4K +406 +0.9%
TRCT
915
Tower Research Capital (TRC)
New York
$3.65M -$1.72M -23,050 -33%
SFM
916
Systematic Financial Management
New Jersey
$3.65M -$522K -6,983 -13%
MPM
917
Meritage Portfolio Management
Kansas
$3.65M -$2.89M -38,587 -46%
IRF
918
IBM Retirement Fund
New York
$3.64M +$24.7K +330 +0.7%
MCA
919
Mercer Capital Advisers
New Jersey
$3.64M -$48.8K -652 -1%
AF
920
Advisornet Financial
Minnesota
$3.63M +$148K +1,982 +5%
MFG
921
Monte Financial Group
Connecticut
$3.63M -$189K -2,521 -5%
SS
922
Simplicity Solutions
Minnesota
$3.62M +$870K +11,634 +34%
OLA
923
Oliver Luxxe Assets
New Jersey
$3.62M -$170K -2,279 -5%
IAA
924
Independent Advisor Alliance
North Carolina
$3.62M +$938K +12,543 +38%
MCM
925
Manchester Capital Management
Vermont
$3.62M +$82.7K +1,106 +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.