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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
UC
1426
Unio Capital
New Jersey
$1.13M +$30K +401 +3%
NIT
1427
NumerixS Investment Technologies
British Columbia, Canada
$1.12M -$157K -2,096 -13%
WI
1428
Wintrust Investments
Illinois
$1.12M +$77.6K +1,038 +8%
NCM
1429
Northwest Capital Management
Oregon
$1.12M +$173K +2,317 +20%
MAM
1430
Mastrapasqua Asset Management
Tennessee
$1.12M -$20K -267 -2%
NAMP
1431
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.12M -$311K -4,157 -23%
SAM
1432
Security Asset Management
New York
$1.12M
LSAG
1433
Lake Street Advisors Group
New Hampshire
$1.12M +$13.2K +177 +1%
ONST
1434
Old North State Trust
North Carolina
$1.12M +$601K +8,031 +133%
TFS
1435
Thoroughbred Financial Services
Tennessee
$1.12M +$22.3K +298 +2%
GAM
1436
GQ Asset Management
New York
$1.11M +$1.05M +14,017 New
HR
1437
Hayden Royal
North Carolina
$1.11M -$277K -3,701 -21%
CCB
1438
Cutter & Co Brokerage
Missouri
$1.11M +$47K +628 +5%
1WA
1439
180 Wealth Advisors
Washington
$1.11M -$76.6K -1,024 -6%
SIM
1440
Sterling Investment Management
Arizona
$1.1M +$1.04M +13,921 New
LCM
1441
Leisure Capital Management
California
$1.1M -$69.9K -934 -6%
SAM
1442
Shikiar Asset Management
New York
$1.1M
CWM
1443
Cornerstone Wealth Management
Missouri
$1.1M -$10.8K -144 -2%
CIA
1444
Covington Investment Advisors
Pennsylvania
$1.1M +$260K +3,480 +34%
LA
1445
Legacy Advisors
Pennsylvania
$1.09M +$417K +5,573 +68%
TBNY
1446
Trustco Bank (New York)
New York
$1.09M -$102K -1,362 -9%
SOAMC
1447
Spirit of America Management Corp
New York
$1.09M
HJGA
1448
Hardman Johnston Global Advisors
Connecticut
$1.08M
SCG
1449
Sonata Capital Group
Washington
$1.08M +$150 +2 +0%
WP
1450
WMS Partners
Maryland
$1.08M +$19.3K +258 +2%

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.