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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
IC
976
Investment Counsel
Michigan
$3.27M -$58.8K -786 -2%
LW
977
Linscomb Wealth
Texas
$3.26M -$3.59M -47,981 -54%
CIM
978
CenturyLink Investment Management
Colorado
$3.25M -$248K -3,312 -7%
MIM
979
Montgomery Investment Management
Maryland
$3.24M -$8.15K -109 -0.3%
MIAN
980
Mariner Independent Advisor Network
Kansas
$3.23M +$36.5K +488 +1%
CG
981
Colony Group
Massachusetts
$3.23M +$1.33M +17,757 +77%
TL
982
Tirschwell & Loewy
New York
$3.23M
RWM
983
Rench Wealth Management
Texas
$3.2M -$142K -1,898 -4%
CHAM
984
Clear Harbor Asset Management
Connecticut
$3.17M -$24.7K -330 -0.8%
DWT
985
Dorsey & Whitney Trust
South Dakota
$3.17M +$21.5K +287 +0.7%
SFG
986
SevenBridge Financial Group
Pennsylvania
$3.16M -$2.92K -39 -0.1%
SFP
987
Shepherd Financial Partners
Massachusetts
$3.16M -$61.3K -820 -2%
OWD
988
Osborn Williams & Donohoe
Ohio
$3.16M +$524K +7,008 +20%
PWMG
989
Prestige Wealth Management Group
New Jersey
$3.15M +$38K +508 +1%
KIG
990
Kessler Investment Group
Indiana
$3.14M -$124K -1,655 -4%
CWP
991
Capital Wealth Planning
Florida
$3.13M +$2.36M +31,581 +402%
SIA
992
SeaBridge Investment Advisors
New Jersey
$3.13M -$20.6K -275 -0.7%
SP
993
Sarasin & Partners
United Kingdom
$3.12M
PI
994
Pettee Investors
Connecticut
$3.12M
CAM
995
Chesapeake Asset Management
New York
$3.11M -$946K -12,649 -24%
CRIG
996
Charter Research & Investment Group
Connecticut
$3.11M -$23.5K -314 -0.8%
PAM
997
Paradigm Asset Management
New York
$3.11M -$188K -2,515 -6%
TCMG
998
TSP Capital Management Group
New Jersey
$3.08M -$2.93M -39,181 Closed
JFGIW
999
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.05M -$10.4K -139 -0.4%
FQ
1000
First Quadrant
California
$3.05M -$606K -8,098 -17%

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.