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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
FHA
1126
Flagship Harbor Advisors
Massachusetts
$2.31M +$104K +1,392 +5%
WB
1127
Webster Bank
Connecticut
$2.29M -$76.3K -1,020 -3%
SFA
1128
Sequoia Financial Advisors
Ohio
$2.29M +$686K +9,175 +46%
BOCM
1129
Bontempo Ohly Capital Management
Maryland
$2.29M -$1.3M -17,370 -38%
SCP
1130
Stamos Capital Partners
California
$2.29M -$549K -7,336 -20%
HFM
1131
Hartford Financial Management
Connecticut
$2.27M +$71.9K +961 +3%
OC
1132
Oakworth Capital
Alabama
$2.27M -$2.24K -30 -0.1%
FC
1133
Forte Capital
New York
$2.26M +$36.5K +488 +2%
GWCM
1134
Godshalk Welsh Capital Management
Pennsylvania
$2.26M -$39K -521 -2%
LOAME
1135
Lombard Odier Asset Management (Europe)
United Kingdom
$2.26M
NPP
1136
New Potomac Partners
Maryland
$2.26M -$48.6K -650 -2%
ARMC
1137
American Research & Management Company
Massachusetts
$2.26M -$3.89K -52 -0.2%
AAS
1138
Avantax Advisory Services
Texas
$2.25M +$92.8K +1,241 +5%
MTIM
1139
Marathon Trading Investment Management
Pennsylvania
$2.25M +$2.12M +28,401 New
FPB
1140
First PREMIER Bank
South Dakota
$2.25M -$71.2K -952 -3%
FNB
1141
Farmers National Bank
Kentucky
$2.25M +$2.12M +28,322 New
FG
1142
Fiduciary Group
Georgia
$2.24M +$24.5K +328 +1%
BAAM
1143
Baker Avenue Asset Management
California
$2.24M -$324K -4,329 -13%
CS
1144
Cannell & Spears
New York
$2.23M -$23.6K -315 -1%
EWM
1145
Empirical Wealth Management
Washington
$2.23M +$1.33M +17,754 +172%
CCA
1146
Checchi Capital Advisers
California
$2.22M -$88.6K -1,185 -4%
PL
1147
PWMCO LLC
Illinois
$2.22M
BAM
1148
Brave Asset Management
New Jersey
$2.21M -$36.9K -493 -2%
TWM
1149
Torch Wealth Management
Ohio
$2.21M +$102K +1,367 +5%
RCG
1150
Rock Creek Group
District of Columbia
$2.2M -$1.04M -13,945 -33%

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.