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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
FNBOO
951
First National Bank of Omaha
Nebraska
$3.44M -$92.9K -1,242 -3%
EWM
952
Executive Wealth Management
Michigan
$3.44M -$62.8K -839 -2%
P
953
Pitcairn
Pennsylvania
$3.43M -$97.8K -1,308 -3%
MCM
954
McMillion Capital Management
North Carolina
$3.43M +$75.4K +1,008 +2%
CCP
955
Corient Capital Partners
California
$3.42M +$1.05M +14,022 +48%
HWA
956
Heritage Wealth Advisors
Virginia
$3.41M -$641K -8,564 -17%
Voloridge Investment Management
957
Voloridge Investment Management
Florida
$3.4M +$3.21M +42,874 New
FMBTD
958
First Midwest Bank Trust Division
Illinois
$3.39M +$75.4K +1,008 +2%
FB
959
Fulton Bank
Pennsylvania
$3.39M -$366K -4,888 -10%
B
960
Brightworth
Georgia
$3.39M +$3.19M +42,698 New
AWA
961
Arete Wealth Advisors
Illinois
$3.39M +$172K +2,306 +6%
HH
962
Hilltop Holdings
Texas
$3.38M +$1.24M +16,520 +63%
PT
963
Plimoth Trust
Massachusetts
$3.38M -$72.4K -968 -2%
JG
964
Jefferies Group
New York
$3.38M -$1.42M -19,001 -31%
SWM
965
SeaCrest Wealth Management
New York
$3.37M +$24.6K +329 +0.8%
PWAP
966
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.36M -$26.1K -349 -0.8%
SCP
967
Shorepoint Capital Partners
Massachusetts
$3.34M +$3.15M +42,112 New
JPMIA
968
J.P. Marvel Investment Advisors
Massachusetts
$3.34M -$9.42K -126 -0.3%
MSAM
969
Moloney Securities Asset Management
Missouri
$3.31M -$160K -2,138 -5%
CBTWT
970
Community Bank & Trust (Waco, Texas)
Texas
$3.31M +$1.87K +25 +0.1%
HI
971
Hudock Inc
Pennsylvania
$3.3M -$218K -2,917 -7%
CC
972
ClearArc Capital
Ohio
$3.3M -$120K -1,600 -4%
BCA
973
Bray Capital Advisors
Florida
$3.3M -$7.25K -97 -0.2%
HCM
974
Hengehold Capital Management
Ohio
$3.27M -$83.6K -1,118 -3%
WPC
975
White Pine Capital
Minnesota
$3.27M -$23.9K -319 -0.8%

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.