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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
TIP
1251
Torray Investment Partners
Maryland
$1.73M -$157K -2,104 -9%
FIM
1252
Freedom Investment Management
Connecticut
$1.72M -$123K -1,647 -7%
MFW
1253
Meristem Family Wealth
Minnesota
$1.72M -$8.38K -112 -0.5%
CWM
1254
Chesapeake Wealth Management
Virginia
$1.72M +$126K +1,679 +8%
CCM
1255
Cribstone Capital Management
Maine
$1.71M -$530K -7,091 -25%
PGIM
1256
Pacific Global Investment Management
California
$1.71M -$1.65K -22 -0.1%
SWA
1257
Sutton Wealth Advisors
Florida
$1.71M -$4.26K -57 -0.3%
EFSCE
1258
Enterprise Financial Services Corp (EFSC)
Missouri
$1.71M +$544K +7,270 +51%
PH
1259
Pinnacle Holdings
Oklahoma
$1.71M -$12K -160 -0.7%
KFGK
1260
Keystone Financial Group (Kentucky)
Kentucky
$1.7M +$452K +6,040 +39%
AG
1261
AlphaSimPlex Group
Massachusetts
$1.7M +$1.6M +21,428 New
DAS
1262
Dynamic Advisor Solutions
Arizona
$1.7M +$46K +615 +3%
S
1263
SignatureFD
Georgia
$1.7M -$249K -3,325 -13%
BEAM
1264
Baker Ellis Asset Management
Washington
$1.7M -$150K -2,009 -9%
PVH
1265
Psagot Value Holdings
Israel
$1.7M
AFA
1266
Abacus FCF Advisors
Florida
$1.68M +$75.7K +1,012 +5%
FCT
1267
Family Capital Trust
Massachusetts
$1.68M
NME
1268
Notis-McConarty Edward
$1.68M -$82.3K -1,101 -5%
BRWM
1269
B. Riley Wealth Management
Tennessee
$1.67M +$118K +1,581 +8%
PA
1270
Probity Advisors
Texas
$1.66M -$4.34K -58 -0.3%
KCM
1271
Kanawha Capital Management
Virginia
$1.66M +$82.3K +1,101 +6%
WTB
1272
Washington Trust Bank
Washington
$1.65M -$635K -8,484 -29%
FHB
1273
First Hawaiian Bank
Hawaii
$1.65M -$141K -1,886 -8%
MSA
1274
Marino Stram & Associates
Massachusetts
$1.65M +$80.5K +1,076 +5%
FAIM
1275
Financial Advocates Investment Management
Washington
$1.65M +$18.6K +249 +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.