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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
IIC
1226
Ironwood Investment Counsel
Arizona
$1.85M +$44.4K +593 +3%
SW
1227
SlateStone Wealth
Florida
$1.85M +$985K +13,166 +130%
FI
1228
Fosun International
China
$1.84M -$5.15M -68,801 -75%
BBNA
1229
Bremer Bank National Association
Minnesota
$1.84M +$1.83M +24,445 New
IAMOG
1230
Investors Asset Management of Georgia
Georgia
$1.83M -$13.7K -183 -0.8%
MWM
1231
Modera Wealth Management
New Jersey
$1.82M +$49.8K +666 +3%
CI
1232
Capital International
California
$1.81M +$839K +11,213 +97%
SIC
1233
Shoker Investment Counsel
Ohio
$1.81M +$15.9K +212 +0.9%
MIP
1234
Marietta Investment Partners
Wisconsin
$1.8M +$294K +3,930 +21%
PK
1235
Pflug Koory
Nebraska
$1.8M -$21.5K -288 -1%
SBL
1236
Sargent Bickham Lagudis
Colorado
$1.79M -$14.6K -195 -0.9%
GCP
1237
GSA Capital Partners
United Kingdom
$1.78M +$607K +8,120 +57%
PAM
1238
Palisade Asset Management
Minnesota
$1.77M -$36K -482 -2%
ZCA
1239
Zeke Capital Advisors
Pennsylvania
$1.77M -$303K -4,057 -15%
GIP
1240
Granite Investment Partners
California
$1.77M +$20.5K +274 +1%
AIL
1241
AGF Investments LLC
Ontario, Canada
$1.76M -$8.89M -118,805 -84%
SA
1242
Strategic Advisors
New York
$1.76M -$1.35M -18,068 -45%
CCG
1243
Ceeto Capital Group
Florida
$1.76M
MCM
1244
Maple Capital Management
Vermont
$1.76M -$27.5K -368 -2%
AAM
1245
Aureus Asset Management
Massachusetts
$1.76M -$6.28K -84 -0.4%
LF
1246
Lee Financial
Texas
$1.76M +$171K +2,288 +12%
BSPF
1247
British Steel Pension Fund
United Kingdom
$1.75M -$174K -2,330 -10%
BDF
1248
Balasa Dinverno & Foltz
$1.74M +$247K +3,304 +18%
CII
1249
Capital International Inc
California
$1.74M
AW
1250
ACG Wealth
Georgia
$1.74M +$635K +8,496 +64%

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.