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
DI
1076
DAGCO Inc
Ohio
$2.55M -$3.52K -47 -0.1%
FCCM
1077
First City Capital Management
Georgia
$2.54M -$154K -2,061 -6%
EFS
1078
Essex Financial Services
Connecticut
$2.53M +$35.8K +479 +2%
PIMJS
1079
PKO Investment Management Joint-Stock
Poland
$2.51M
WMSA
1080
Weiss Multi-Strategy Advisers
New York
$2.5M
AF
1081
Ally Financial
Michigan
$2.5M +$2.35M +31,440 New
BWL
1082
Bogart Wealth LLC
Virginia
$2.49M -$466K -6,225 -17%
FDS
1083
First Dallas Securities
Texas
$2.49M +$1.72M +22,997 +273%
LNC
1084
Lincoln National Corp
Pennsylvania
$2.49M +$308K +4,114 +15%
BFC
1085
Blue Fin Capital
Rhode Island
$2.49M -$36.7K -491 -2%
CA
1086
Continental Advisors
Utah
$2.48M -$2.04M -27,283 -47%
FSA
1087
Fort Sheridan Advisors
Illinois
$2.48M +$235K +3,144 +11%
DC
1088
Diametric Capital
Massachusetts
$2.48M -$631K -8,443 -21%
TVWM
1089
Tower View Wealth Management
Wisconsin
$2.48M +$96.9K +1,296 +4%
EAM
1090
Exane Asset Management
France
$2.48M +$2.33M +31,199 New
BBWA
1091
Bell & Brown Wealth Advisors
California
$2.48M -$24.7K -330 -1%
PCAP
1092
Pratt Collard Advisory Partners
New York
$2.46M -$89.3K -1,194 -4%
AC
1093
Abbrea Capital
California
$2.46M +$19.5K +261 +0.9%
LNB
1094
Ledyard National Bank
$2.45M -$597K -7,981 -21%
IIC
1095
Integrated Investment Consultants
Michigan
$2.45M -$185K -2,473 -7%
HAG
1096
HighPoint Advisor Group
Illinois
$2.45M -$55.9K -747 -2%
HIC
1097
Harvey Investment Company
Kentucky
$2.45M +$13.8K +185 +0.6%
SGA
1098
Strategic Global Advisors
California
$2.45M +$761K +10,173 +49%
BONST
1099
Bank of Nova Scotia Trust
Ontario, Canada
$2.44M -$309K -4,134 -12%
QCM
1100
Quest Capital Management
Texas
$2.43M +$941K +12,580 +70%

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.