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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
FIB
1151
First Interstate Bank
Montana
$2.2M -$68.7K -919 -3%
MLM
1152
Mount Lucas Management
Pennsylvania
$2.19M +$2.07M +27,636 New
MJP
1153
Michael J. Puzo
$2.19M -$188K -2,515 -8%
GBT
1154
Grove Bank & Trust
Florida
$2.18M -$46.8K -626 -2%
PAS
1155
Park Avenue Securities
New York
$2.17M +$204K +2,723 +11%
MF
1156
Magnetar Financial
Illinois
$2.16M -$10.1M -135,192 -83%
WCM
1157
Wallace Capital Management
Texas
$2.15M -$161K -2,159 -7%
Lido Advisors
1158
Lido Advisors
California
$2.15M +$471K +6,292 +30%
MOS
1159
MGO One Seven
Ohio
$2.15M +$617K +8,245 +44%
WEC
1160
Winslow Evans & Crocker
Massachusetts
$2.14M -$8.75K -117 -0.4%
SC
1161
Sawyer & Company
Massachusetts
$2.14M
TPA
1162
Trivium Point Advisory
Connecticut
$2.13M -$54.7K -732 -3%
SBSB
1163
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.13M +$645K +8,630 +47%
CG
1164
Caprock Group
Idaho
$2.13M +$204K +2,734 +11%
SCA
1165
Sippican Capital Advisors
Massachusetts
$2.13M -$235K -3,144 -11%
HL
1166
HeadInvest LLC
Maine
$2.12M -$1.97M -26,346 -50%
DMC
1167
Drexel Morgan & Co
Pennsylvania
$2.11M +$51.4K +687 +3%
PG
1168
Patten Group
Tennessee
$2.11M -$5.54K -74 -0.3%
CFA
1169
Carroll Financial Associates
North Carolina
$2.11M +$142K +1,899 +8%
CFG
1170
Citizens Financial Group
Rhode Island
$2.1M +$76.6K +1,024 +4%
FCH
1171
Freestone Capital Holdings
Washington
$2.1M +$124K +1,662 +7%
GWI
1172
Grace & White Inc
New York
$2.09M -$44.4K -593 -2%
WF
1173
WealthTrust Fairport
Ohio
$2.09M -$50.9K -681 -3%
SM
1174
Sciencast Management
New Jersey
$2.08M +$2.02M +26,968 New
RM
1175
Resource Management
Louisiana
$2.08M +$7.78K +104 +0.4%

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.