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
QCG
1176
Quadrant Capital Group
Ohio
$2.08M +$420K +5,611 +27%
W
1177
Wealthquest
Ohio
$2.07M -$1.72K -23 -0.1%
PFSC
1178
Peoples Financial Services Corp
Pennsylvania
$2.06M -$3.96K -53 -0.2%
FLI
1179
Family Legacy Inc
South Carolina
$2.06M -$34.9K -467 -2%
PCM
1180
Penserra Capital Management
California
$2.06M +$671K +8,973 +49%
HCA
1181
Harbour Capital Advisors
Virginia
$2.05M +$22.7K +303 +1%
SFSIG
1182
San Francisco Sentry Investment Group
California
$2.05M +$13K +174 +0.7%
RCAG
1183
Rehmann Capital Advisory Group
Michigan
$2.05M +$4.04K +54 +0.2%
GCM
1184
Gables Capital Management
Florida
$2.04M +$30.2K +404 +2%
PMG
1185
Private Management Group
California
$2.03M -$1.44M -19,306 -43%
GVAG
1186
Great Valley Advisor Group
Delaware
$2.03M +$485K +6,483 +34%
NERM
1187
New England Research & Management
Illinois
$2.02M -$292K -3,899 -13%
CFN
1188
Cordasco Financial Network
Florida
$2.02M -$116K -1,549 -6%
RHDIC
1189
R.H. Dinel Investment Counsel
California
$2.02M
OA
1190
Oak Associates
Ohio
$2.02M +$1.9M +25,409 New
ACM
1191
Allred Capital Management
Texas
$2.02M -$42.5K -568 -2%
AFG
1192
Albion Financial Group
Utah
$2M -$17.1K -229 -0.9%
HWA
1193
HCR Wealth Advisors
California
$1.99M +$154K +2,061 +9%
GW
1194
GW & Wade
Massachusetts
$1.98M +$30.7K +411 +2%
AUB
1195
Atlantic Union Bankshares
Virginia
$1.98M +$18.5K +247 +1%
SC
1196
Searle & Co
Connecticut
$1.98M
CWS
1197
Cypress Wealth Services
California
$1.97M +$167K +2,238 +10%
GCM
1198
Gladius Capital Management
Illinois
$1.96M -$2.92M -39,036 -61%
BFA
1199
Brendel Financial Advisors
New Hampshire
$1.96M -$67.8K -906 -4%
GA
1200
GFS Advisors
Texas
$1.95M

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.