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Merck
MRK

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: 2,251 → 2,293 (+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: 251 → 223 (-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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$598M
2
State Street
State Street
Massachusetts
+$433M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$300M
4
Ameriprise
Ameriprise
Minnesota
+$260M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$254M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$757M
2
BlackRock
BlackRock
New York
-$558M
3
Goldman Sachs
Goldman Sachs
New York
-$446M
4
Millennium Management
Millennium Management
New York
-$375M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$353M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1101
Thompson Investment Management
Wisconsin
$2.42M -$290K -3,878 -11%
PL
1102
Perpetual Ltd
Australia
$2.42M – – –
WOC
1103
West Oak Capital
California
$2.41M +$11.4K +152 +0.5%
TFS
1104
TrustCore Financial Services
Tennessee
$2.41M +$34K +454 +2%
MPWT
1105
MassMutual Private Wealth & Trust
Connecticut
$2.41M -$41.3K -552 -2%
SIAG
1106
Signet Investment Advisory Group
Rhode Island
$2.4M +$171K +2,290 +8%
SGCA
1107
Steel Grove Capital Advisors
Tennessee
$2.4M -$7.39M -98,763 -77%
HIC
1108
Holderness Investments Company
North Carolina
$2.39M -$3.29K -44 -0.1%
MSS
1109
Mitchell Sinkler & Starr
Pennsylvania
$2.39M -$128K -1,708 -5%
HDIM
1110
Hanson & Doremus Investment Management
Vermont
$2.39M -$2.32K -31 -0.1%
AWM
1111
Aries Wealth Management
Maine
$2.38M +$1.08M +14,402 +92%
FPCG
1112
Fort Pitt Capital Group
Pennsylvania
$2.37M -$261K -3,489 -10%
1IA
1113
1834 Investment Advisors
Wisconsin
$2.36M -$19.5K -261 -0.9%
PWW
1114
Pettyjohn Wood & White
Virginia
$2.36M -$892K -11,927 -29%
CIC
1115
Carnegie Investment Counsel
Ohio
$2.36M -$34.8K -465 -2%
ECM
1116
EagleClaw Capital Management
Massachusetts
$2.35M -$27.4K -367 -1%
MCM
1117
Mitchell Capital Management
Kansas
$2.35M -$48.1K -643 -2%
PWSG
1118
Pacific Wealth Strategies Group
California
$2.35M +$31.4K +420 +1%
DPIM
1119
Duff & Phelps Investment Management
Illinois
$2.35M – – –
PMG
1120
ProVise Management Group
Florida
$2.33M -$271K -3,625 -11%
MAM
1121
Morse Asset Management
Connecticut
$2.33M – – –
IC
1122
Inverness Counsel
New York
$2.32M -$90.2K -1,206 -4%
IB
1123
Intrust Bank
Kansas
$2.31M -$16.6K -222 -0.8%
WCM
1124
Washington Capital Management
Washington
$2.31M -$408K -5,450 -16%
SNT
1125
Security National Trust
West Virginia
$2.31M +$113K +1,509 +5%
43 44
45
46 47

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.