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
SP
1026
Symmetry Partners
Connecticut
$2.89M +$1.16M +15,576 +75%
LJHT
1027
Laurie J. Hall Trustee
$2.88M
BOTW
1028
Bank of the West
California
$2.88M -$139K -1,852 -5%
BFEC
1029
Benjamin F. Edwards & Company
Missouri
$2.87M -$28.3K -378 -1%
PCA
1030
Personal Capital Advisors
California
$2.86M +$30K +401 +1%
PAA
1031
Peregrine Asset Advisers
Oregon
$2.86M +$2.69M +35,982 New
SFWA
1032
Summit Financial Wealth Advisors
Louisiana
$2.84M +$73.7K +986 +3%
PVWM
1033
Point View Wealth Management
New Jersey
$2.83M -$35.6K -476 -1%
SACTSONJ
1034
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.83M
PA
1035
Parallel Advisors
California
$2.81M -$32.2K -430 -1%
UCI
1036
Uncommon Cents Investing
Wisconsin
$2.81M -$17.3K -231 -0.6%
MRCM
1037
M&R Capital Management
New Jersey
$2.79M +$146K +1,947 +5%
BL
1038
BFSG LLC
California
$2.78M -$5.91K -79 -0.2%
DCM
1039
Donaldson Capital Management
Indiana
$2.77M +$103K +1,373 +4%
HTHT
1040
Hemenway Trust Hemenway Trust
New Hampshire
$2.77M -$189K -2,531 -7%
SFI
1041
SPC Financial Inc
Maryland
$2.76M +$449K +6,005 +21%
AA
1042
ALPS Advisors
Colorado
$2.76M +$49.7K +664 +2%
CIP
1043
Convergence Investment Partners
Florida
$2.75M +$361K +4,829 +16%
HCA
1044
Horan Capital Advisors
Ohio
$2.75M -$250K -3,347 -9%
BJL
1045
Brighton Jones LLC
Washington
$2.75M +$107K +1,432 +4%
BMA
1046
Brooks Moore & Associates
Tennessee
$2.74M -$44.3K -592 -2%
HC
1047
Hendley & Co
Ohio
$2.73M -$15.7K -210 -0.6%
FA
1048
FMA Advisory
Pennsylvania
$2.73M -$823 -11 -0%
AWM
1049
Altium Wealth Management
New York
$2.73M -$51K -682 -2%
DWM
1050
Dakota Wealth Management
Florida
$2.72M -$52.4K -700 -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.