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
NIM
1001
Nicollet Investment Management
Minnesota
$3.04M +$48K +642 +2%
MBTD
1002
Mechanics Bank - Trust Department
California
$3.03M -$3.14K -42 -0.1%
CCC
1003
Chelsea Counsel Company
California
$3.02M
AWM
1004
AE Wealth Management
Kansas
$3.02M +$920K +12,302 +48%
AFM
1005
Abbot Financial Management
Massachusetts
$3.01M -$15.6K -208 -0.5%
NO
1006
Ninety One
South Africa
$3.01M +$71.1K +951 +3%
WS
1007
Wedbush Securities
California
$3M -$641K -8,575 -18%
RTC
1008
Riverview Trust Company
Washington
$3M +$2.62K +35 +0.1%
EVM
1009
Evelyn V. Moreno
$2.99M -$5.91K -79 -0.2%
LFAS
1010
Level Four Advisory Services
Texas
$2.99M +$35.5K +475 +1%
PAI
1011
Pittenger & Anderson Inc
Nebraska
$2.96M +$39.6K +530 +1%
Balyasny Asset Management
1012
Balyasny Asset Management
Illinois
$2.95M +$509K +6,807 +22%
BS
1013
Boenning & Scattergood
Pennsylvania
$2.95M -$17.5K -234 -0.6%
SCM
1014
Silvant Capital Management
Georgia
$2.94M +$2.33M +31,206 +553%
JIC
1015
Joel Isaacson & Co
New York
$2.94M -$66.9K -895 -2%
HB
1016
Homrich & Berg
Georgia
$2.94M -$52.1K -696 -2%
MA
1017
Mutual Advisors
Nebraska
$2.94M -$34.6K -463 -1%
TI
1018
Truehand Inc
New Hampshire
$2.92M
BCP
1019
Blue Chip Partners
Michigan
$2.91M +$18.5K +247 +0.7%
FWM
1020
Frontier Wealth Management
Missouri
$2.91M -$34.1K -456 -1%
BSW
1021
Buckingham Strategic Wealth
Missouri
$2.91M +$199K +2,662 +8%
MCM
1022
Monument Capital Management
Virginia
$2.9M -$140K -1,869 -5%
NNP
1023
Nachman Norwood & Parrott
South Carolina
$2.9M -$6.06K -81 -0.2%
CVM
1024
Cheviot Value Management
California
$2.89M -$11.8K -158 -0.4%
FM
1025
Family Management
New York
$2.89M -$145K -1,933 -5%

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.