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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
HKIM
1351
Hayek Kallen Investment Management
Alabama
$1.35M +$220K +2,941 +21%
WIM
1352
Waverton Investment Management
United Kingdom
$1.35M
BCB
1353
Brian C. Broderick
$1.35M -$179K -2,395 -12%
CL
1354
Choreo LLC
Illinois
$1.35M -$136K -1,823 -10%
IA
1355
IFG Advisory
Georgia
$1.34M +$9.8K +131 +0.8%
PAM
1356
Peak Asset Management
Colorado
$1.34M -$117K -1,560 -8%
MWA
1357
Meridian Wealth Advisors
Texas
$1.34M -$41.8K -559 -3%
VHAM
1358
Van Hulzen Asset Management
California
$1.34M -$10.5M -140,517 -89%
TWA
1359
TCI Wealth Advisors
Arizona
$1.34M -$75.6K -1,011 -6%
JCM
1360
Jacobi Capital Management
Pennsylvania
$1.34M -$49.9K -667 -4%
CIM
1361
CIM Investment Management
Pennsylvania
$1.34M +$134K +1,795 +12%
VFM
1362
Viking Fund Management
North Dakota
$1.33M
HAM
1363
Highstreet Asset Management
Ontario, Canada
$1.33M -$204K -2,726 -14%
LWS
1364
Lucia Wealth Services
California
$1.33M +$1.22M +16,376 +4,760%
MC
1365
Mathes Company
New York
$1.32M -$474K -6,340 -28%
SCA
1366
Snowden Capital Advisors
New York
$1.32M -$26.4K -353 -2%
QSS
1367
Quantitative Systematic Strategies
Florida
$1.32M -$134K -1,786 -10%
WPW
1368
Waldron Private Wealth
Pennsylvania
$1.32M +$196K +2,614 +19%
BP
1369
Ballentine Partners
Massachusetts
$1.32M -$8.68K -116 -0.7%
WSC
1370
Wellington Shields & Co
New York
$1.31M
CGL
1371
Clarius Group LLC
Washington
$1.31M +$653K +8,726 +112%
CIAS
1372
Capital Investment Advisory Services
North Carolina
$1.31M +$823 +11 +0.1%
PFBT
1373
Parkside Financial Bank & Trust
Missouri
$1.3M -$24.9K -333 -2%
CIC
1374
Chilton Investment Company
Connecticut
$1.3M +$226K +3,021 +23%
TCM
1375
Telos Capital Management
California
$1.29M +$1.65K +22 +0.1%

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.