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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
TA
926
Tiedemann Advisors
New York
$3.61M -$33.9K -453 -1%
LBD
927
Landsberg Bennett & Dubbaneh
Florida
$3.61M +$47.7K +638 +1%
TNBTD
928
Trustmark National Bank Trust Department
Mississippi
$3.61M +$280K +3,739 +9%
GIA
929
GHP Investment Advisors
Colorado
$3.61M +$242K +3,239 +8%
WF
930
WoodTrust Financial
Wisconsin
$3.61M -$315K -4,217 -8%
WAM
931
Wealthspire Advisors (Maryland)
Maryland
$3.6M -$72.3K -967 -2%
SPC
932
Sigma Planning Corp
Michigan
$3.59M -$29.2K -390 -0.9%
LA
933
Lau Associates
Delaware
$3.58M -$460K -6,156 -12%
WPW
934
Winthrop Partners - WNY
New York
$3.58M +$126K +1,679 +4%
GT
935
Greenleaf Trust
Michigan
$3.58M +$102K +1,364 +3%
HVIA
936
Hudson Valley Investment Advisors
New York
$3.57M -$458K -6,123 -12%
CPA
937
Court Place Advisors
Maryland
$3.56M -$21.7K -290 -0.6%
SAIG
938
Semper Augustus Investments Group
Colorado
$3.55M
WKWM
939
Walter & Keenan Wealth Management
Indiana
$3.54M +$9.57K +128 +0.3%
WIC
940
Whitegate Investment Counselors
New Hampshire
$3.54M -$79.4K -1,061 -2%
VWM
941
Valley Wealth Managers
New Jersey
$3.54M -$97.7K -1,306 -3%
CYG
942
Clean Yield Group
Vermont
$3.52M -$44K -588 -1%
APP
943
Avantax Planning Partners
Iowa
$3.52M +$1.25M +16,671 +60%
RWA
944
Ropes Wealth Advisors
Massachusetts
$3.5M +$12.9K +172 +0.4%
WAS
945
Wesleyan Assurance Society
United Kingdom
$3.49M +$3.29M +44,016 New
H
946
HoyleCohen
California
$3.49M +$504K +6,740 +18%
VCA
947
Verdence Capital Advisors
Maryland
$3.48M -$448K -5,984 -12%
AAM
948
Arabesque Asset Management
United Kingdom
$3.46M +$2.5M +33,377 +326%
SFI
949
Susquehanna Fundamental Investments
Pennsylvania
$3.45M
GLLW
950
Graves Light Lenhart Wealth
Virginia
$3.45M +$2.04M +27,256 +168%

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.