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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
RG
1051
Rikoon Group
New Mexico
$2.72M -$11.3K -151 -0.4%
CCFCSB
1052
Cape Cod Five Cents Savings Bank
Massachusetts
$2.71M -$113K -1,510 -4%
BO
1053
BRR OpCo
Ohio
$2.71M +$1.11M +14,829 +77%
FMWA
1054
Forvis Mazars Wealth Advisors
Missouri
$2.7M +$1.2M +16,062 +90%
AL
1055
Arnhold LLC
New York
$2.69M -$2M -26,724 -44%
CWM
1056
Cordatus Wealth Management
Pennsylvania
$2.68M -$4.71M -62,965 -65%
OPTFSNA
1057
Old Point Trust & Financial Services N A
Virginia
$2.66M -$15.7K -210 -0.6%
PIM
1058
Penobscot Investment Management
Massachusetts
$2.64M -$33.1K -442 -1%
KFBMI
1059
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.64M
ACM
1060
Alpha Capital Management
Texas
$2.63M -$558K -7,467 -18%
DAM
1061
Doheny Asset Management
California
$2.62M -$1.2M -15,982 -33%
VCAM
1062
Van Cleef Asset Management
Ohio
$2.62M +$66.6K +891 +3%
ECM
1063
Element Capital Management
New York
$2.62M -$11.4M -152,884 -82%
CCM
1064
Chilton Capital Management
Texas
$2.62M -$1.62M -21,683 -40%
ST
1065
Smithfield Trust
Pennsylvania
$2.61M +$104K +1,395 +4%
BWAM
1066
Boyd Watterson Asset Management
Ohio
$2.61M +$13.7K +183 +0.6%
JSL
1067
JT Stratford LLC
Georgia
$2.61M -$618K -8,267 -20%
CPA
1068
Capital Planning Advisors
California
$2.6M -$70.2K -938 -3%
CDH
1069
Charles D. Hyman
$2.59M +$827K +11,054 +51%
ACP
1070
Aviance Capital Partners
Florida
$2.59M -$20.2K -270 -0.8%
MIC
1071
Means Investment Company
Maine
$2.58M +$822K +10,995 +51%
AIM
1072
Anchor Investment Management
South Carolina
$2.58M -$47K -628 -2%
GIC
1073
Gantzert Investment Company
Illinois
$2.58M -$3.14K -42 -0.1%
SBIA
1074
Sheaff Brock Investment Advisors
Indiana
$2.57M -$255K -3,409 -10%
LWAC
1075
Laurel Wealth Advisors (California)
California
$2.56M +$51.2K +684 +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.