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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
YIA
1301
YHB Investment Advisors
Connecticut
$1.53M +$3.74K +50 +0.3%
HT
1302
Heritage Trust
Oklahoma
$1.53M +$402K +5,376 +39%
CCMW
1303
Cypress Capital Management (Wyoming)
Wyoming
$1.52M -$26.2K -350 -2%
PCP
1304
Proficio Capital Partners
Massachusetts
$1.52M +$113K +1,510 +9%
BWP
1305
Bernardo Wealth Planning
Pennsylvania
$1.52M +$310K +4,143 +28%
BMC
1306
Beaton Management Company
Massachusetts
$1.52M
CCWA
1307
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.52M -$1.05M -14,065 -42%
HI
1308
Human Investing
Oregon
$1.51M -$87.7K -1,172 -6%
CFMC
1309
Curbstone Financial Management Corp
New Hampshire
$1.51M -$6.21K -83 -0.4%
EWM
1310
Evermay Wealth Management
Virginia
$1.51M -$47K -629 -3%
CC
1311
Chicago Capital
Illinois
$1.5M -$34.6K -463 -2%
PCMI
1312
Paradigm Capital Management Inc
New York
$1.5M
QIM
1313
Quest Investment Management
Oregon
$1.5M
YMRC
1314
Yorktown Management & Research Company
Virginia
$1.5M
FIM
1315
Frontier Investment Management
Texas
$1.49M -$260K -3,471 -16%
BCM
1316
BlueCrest Capital Management
Jersey
$1.48M -$11.9M -159,209 -90%
SJIM
1317
St. Johns Investment Management
Florida
$1.48M +$24.2K +324 +2%
NAM
1318
NTV Asset Management
West Virginia
$1.47M +$524 +7 +0%
WCM
1319
Whitener Capital Management
North Carolina
$1.47M -$15.6K -209 -1%
MWM
1320
Mission Wealth Management
California
$1.47M -$27.6K -369 -2%
NCM
1321
Noesis Capital Mangement
Florida
$1.46M -$62.7K -838 -4%
DI
1322
Diligent Investors
California
$1.46M -$49.9K -667 -3%
KA
1323
Kovack Advisors
Florida
$1.45M -$49.6K -663 -3%
MHIM
1324
MacNealy Hoover Investment Management
Ohio
$1.45M -$39.2K -524 -3%
BW
1325
Bison Wealth
Georgia
$1.45M -$65.8K -880 -5%

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.