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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
WHG
1201
Westwood Holdings Group
Texas
$1.95M +$24.8K +332 +1%
BHBT
1202
Burke & Herbert Bank & Trust
Virginia
$1.95M
BFO
1203
Biltmore Family Office
North Carolina
$1.94M
AMIM
1204
Aull & Monroe Investment Management
Alabama
$1.94M -$74.5K -996 -4%
BWM
1205
BigSur Wealth Management
Florida
$1.94M
VNIM
1206
Vaughan Nelson Investment Management
Texas
$1.94M
GCM
1207
Glynn Capital Management
California
$1.92M
FAM
1208
Foresters Asset Management
Ontario, Canada
$1.9M -$2.01M -26,934 -53%
ESB
1209
Essex Savings Bank
Connecticut
$1.9M -$95.1K -1,271 -5%
SBWM
1210
Sunflower Bank Wealth Management
Arizona
$1.89M -$25.9K -346 -1%
ANRIA
1211
American National Registered Investment Advisor
Texas
$1.89M -$28.6K -383 -2%
BC
1212
Burney Company
Virginia
$1.89M -$265K -3,539 -13%
KFS
1213
Kurt F. Somerville
$1.89M -$378K -5,060 -18%
BPWA
1214
Beacon Pointe Wealth Advisors
California
$1.89M +$309K +4,133 +21%
MHS
1215
M Holdings Securities
Oregon
$1.89M +$139K +1,862 +9%
DHFB
1216
Dixon Hubard Feinour & Brown
Virginia
$1.88M +$151K +2,025 +9%
LJAC
1217
L.J. Altfest & Co
New York
$1.88M -$52.8K -706 -3%
GAM
1218
Gould Asset Management
California
$1.88M
FANJ
1219
Financial Architects (New Jersey)
New Jersey
$1.87M -$7.85K -105 -0.4%
CCM
1220
Compton Capital Management
Rhode Island
$1.87M -$10.2K -136 -0.6%
RMA
1221
Roffman Miller Associates
Pennsylvania
$1.87M +$1.77M +23,702 New
CFGS
1222
Concourse Financial Group Securities
Alabama
$1.86M +$56.4K +754 +3%
SC
1223
Savant Capital
Illinois
$1.85M +$20.2K +270 +1%
SIAP
1224
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.85M -$395K -5,277 -18%
PAM
1225
Pegasus Asset Management
New York
$1.85M +$2.09K +28 +0.1%

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.