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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
SLG
1376
Stanley-Laman Group
Pennsylvania
$1.29M +$39.6K +530 +3%
EWA
1377
Exencial Wealth Advisors
Oklahoma
$1.29M -$21.6K -289 -2%
CP
1378
Covenant Partners
Tennessee
$1.29M
SSWM
1379
Sheets Smith Wealth Management
North Carolina
$1.28M +$748 +10 +0.1%
THWM
1380
Taylor Hoffman Wealth Management
Virginia
$1.28M -$47K -629 -4%
BMCM
1381
Bryn Mawr Capital Management
Pennsylvania
$1.27M -$59K -789 -5%
WSCM
1382
Wellington Shields Capital Management
New York
$1.27M +$180K +2,411 +18%
HCM
1383
Harvest Capital Management
New Hampshire
$1.26M
DAM
1384
Delta Asset Management
Tennessee
$1.26M
FFA
1385
First Foundation Advisors
California
$1.25M -$31.5K -421 -3%
DC
1386
DeDora Capital
California
$1.25M +$535K +7,159 +83%
BG
1387
Bellevue Group
Switzerland
$1.25M
MMHP
1388
Murphy Middleton Hinkle & Parker
Georgia
$1.25M -$38.2K -511 -3%
BPM
1389
Bowling Portfolio Management
Ohio
$1.25M -$14.7K -196 -1%
IWM
1390
IHT Wealth Management
Illinois
$1.24M -$202K -2,700 -15%
WC
1391
Whitnell & Co
Illinois
$1.24M +$11K +147 +1%
FWM
1392
Foresight Wealth Management
Utah
$1.24M +$5.38K +72 +0.5%
TPWA
1393
TRUE Private Wealth Advisors
Oregon
$1.23M -$308K -4,113 -21%
MIA
1394
MainStreet Investment Advisors
Illinois
$1.22M +$58.8K +786 +5%
RCM
1395
RNC Capital Management
California
$1.22M -$137K -1,838 -11%
KWM
1396
Kingsview Wealth Management
Oregon
$1.22M -$3.01M -40,208 -72%
AL
1397
Aspiriant LLC
California
$1.22M -$382K -5,110 -25%
SWA
1398
Stratos Wealth Advisors
Ohio
$1.22M +$173K +2,307 +18%
CPO
1399
Cerity Partners OCIO
New York
$1.21M -$1.25M -16,689 -52%
CBU
1400
CIBC Bank USA
Illinois
$1.2M -$163K -2,174 -13%

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.