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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
MC
1326
Martin & Co
Tennessee
$1.45M -$9.05K -121 -0.7%
SWM
1327
Segment Wealth Management
Texas
$1.45M +$66.9K +894 +5%
PAM
1328
Premier Asset Management
Illinois
$1.45M -$555K -7,422 -29%
BOPW
1329
Brandywine Oak Private Wealth
Pennsylvania
$1.45M +$58K +775 +4%
AIM
1330
Assured Investment Management
New York
$1.45M -$6.75M -90,287 -83%
PFS
1331
Prospera Financial Services
Texas
$1.45M +$63K +843 +5%
CL
1332
CPWM LLC
Washington
$1.44M -$76.4K -1,021 -5%
CA
1333
Cambridge Advisors
Nebraska
$1.44M -$95.6K -1,278 -7%
YWP
1334
YorkBridge Wealth Partners
New York
$1.44M -$202K -2,697 -13%
LI
1335
Longer Investments
Arkansas
$1.43M -$685K -9,165 -34%
BIA
1336
Bigelow Investment Advisors
Maine
$1.42M -$1.51M -20,193 -53%
PGA
1337
Portland Global Advisors
Maine
$1.41M +$16.1K +215 +1%
SEC
1338
Seven Eight Capital
New York
$1.4M +$1.32M +17,692 New
GCM
1339
Galibier Capital Management
Ontario, Canada
$1.4M -$135K -1,799 -9%
MIAS
1340
Mason Investment Advisory Services
Virginia
$1.4M +$1.32M +17,611 New
NG
1341
Northstar Group
New York
$1.4M -$49.2K -658 -4%
EGA
1342
E&G Advisors
Texas
$1.39M -$7.63K -102 -0.6%
SWRP
1343
Summit Wealth & Retirement Planning
California
$1.39M +$14.6K +195 +1%
AAM
1344
Azzad Asset Management
Virginia
$1.38M -$13.3K -178 -1%
CFA
1345
Camarda Financial Advisors
Florida
$1.37M +$52.8K +706 +4%
WAP
1346
Wealthcare Advisory Partners
Pennsylvania
$1.37M -$9.2K -123 -0.7%
BAM
1347
Belpointe Asset Management
Nevada
$1.37M +$433K +5,789 +50%
VLKIM
1348
Van Lanschot Kempen Investment Management
Netherlands
$1.36M +$1.28M +17,169 New
JCM
1349
Janney Capital Management
Pennsylvania
$1.36M -$23.8K -318 -2%
DWM
1350
Dorchester Wealth Management
Quebec, Canada
$1.35M -$62.7K -838 -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.