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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
BWM
1401
BT Wealth Management
Georgia
$1.19M -$463K -6,192 -29%
FBC
1402
Fairfield, Bush & Co
Connecticut
$1.19M +$157K +2,096 +16%
AWM
1403
Altavista Wealth Management
North Carolina
$1.18M
FPS
1404
Fieldpoint Private Securities
Connecticut
$1.18M +$70.6K +944 +7%
BOE
1405
Bank of Edwardsville
Illinois
$1.18M +$1.12M +14,917 New
NHC
1406
Nicholas Hoffman & Company
Georgia
$1.18M +$15.4K +206 +1%
VI
1407
Versor Investments
New York
$1.18M +$321K +4,297 +41%
UF
1408
Univest Financial
Pennsylvania
$1.18M -$67.5K -903 -6%
ROTUOC
1409
Regents of the University of California
California
$1.18M
OIA
1410
Optimum Investment Advisors
Illinois
$1.18M +$43.7K +584 +4%
TFF
1411
The Family Firm
Maryland
$1.18M +$598 +8 +0.1%
VC
1412
Vicus Capital
Pennsylvania
$1.17M -$5.68K -76 -0.5%
KWMG
1413
King Wealth Management Group
Florida
$1.17M +$94.2K +1,259 +9%
CAW
1414
Cornerstone Advisors (Washington)
Washington
$1.17M -$17.7K -236 -2%
CA
1415
Calton & Associates
Florida
$1.17M -$393K -5,256 -26%
WPP
1416
Whalerock Point Partners
Rhode Island
$1.17M +$324K +4,329 +42%
PC
1417
Port Capital
Illinois
$1.16M -$34.9K -467 -3%
ACG
1418
Allen Capital Group
Nebraska
$1.16M -$27.3K -365 -2%
CGA
1419
Crescent Grove Advisors
Illinois
$1.15M +$5.31K +71 +0.5%
AB
1420
Atlas Brown
Kentucky
$1.15M -$83.5K -1,116 -7%
TSWM
1421
Triangle Securities Wealth Management
North Carolina
$1.15M -$80K -1,070 -7%
MYIA
1422
Mount Yale Investment Advisors
Colorado
$1.14M -$25.7K -344 -2%
SFM
1423
Signet Financial Management
New Jersey
$1.13M -$10.5K -140 -0.9%
FCMT
1424
Founders Capital Management (Texas)
Texas
$1.13M
ADBIC
1425
A.D. Beadell Investment Counsel
Wisconsin
$1.13M +$75 +1 +0%

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.