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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
SRC
1276
Shufro Rose & Co
New York
$1.64M
DJSG
1277
D.J. St. Germain
Massachusetts
$1.62M -$20.2K -270 -1%
LF
1278
Lantz Financial
Illinois
$1.61M +$1.52M +20,320 New
SLT
1279
St Louis Trust
Missouri
$1.61M
ADL
1280
Asset Dedication LLC
California
$1.6M +$136K +1,825 +10%
WWM
1281
Western Wealth Management
Colorado
$1.6M +$171K +2,282 +13%
EIP
1282
Ellis Investment Partners
Pennsylvania
$1.6M -$65.4K -875 -4%
IPW
1283
Inlet Private Wealth
Florida
$1.6M -$1.18M -15,721 -44%
OCM
1284
Orleans Capital Management
Louisiana
$1.6M +$1.5M +20,111 New
AIC
1285
Archer Investment Corporation
Indiana
$1.59M
PFA
1286
Pure Financial Advisors
California
$1.59M -$3.14K -42 -0.2%
LPIC
1287
LeJeune Puetz Investment Counsel
Michigan
$1.59M -$47.9K -640 -3%
APA
1288
American Portfolios Advisors
New York
$1.59M -$288K -3,845 -16%
CAM
1289
Cubic Asset Management
Massachusetts
$1.59M +$2.17K +29 +0.1%
SCP
1290
Seizert Capital Partners
Michigan
$1.57M -$71.5K -956 -5%
GJIC
1291
Gamble Jones Investment Counsel
California
$1.57M -$10.1K -135 -0.7%
Cetera Investment Advisers
1292
Cetera Investment Advisers
Illinois
$1.57M +$97.2K +1,299 +7%
FSA
1293
Franklin Street Advisors
North Carolina
$1.57M +$150 +2 +0%
PIM
1294
Platinum Investment Management
Australia
$1.56M
BCM
1295
Buckhead Capital Management
Georgia
$1.56M
OFG
1296
OmniStar Financial Group
North Carolina
$1.56M +$58.9K +788 +4%
PL
1297
Plancorp LLC
Missouri
$1.56M +$73.3K +980 +5%
BHB
1298
Bank Hapoalim BM
Israel
$1.54M -$38.1K -509 -3%
CF
1299
Copperwynd Financial
Arizona
$1.54M +$1.45M +19,351 New
RBFC
1300
Roman Butler Fullerton & Co
Missouri
$1.53M +$368K +4,924 +34%

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.