We are live on ! Find out more

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
MFG
1451
Magnus Financial Group
New York
$1.08M +$195K +2,603 +24%
RA
1452
Rational Advisors
New York
$1.08M -$13.7K -183 -1%
ARMT
1453
Amica Retiree Medical Trust
Rhode Island
$1.08M
PIMG
1454
Patriot Investment Management Group
Tennessee
$1.08M +$1.02M +13,581 New
BEC
1455
Blue Edge Capital
Virginia
$1.06M +$12.7K +170 +1%
JT
1456
Jump Trading
Illinois
$1.06M +$999K +13,358 New
WGA
1457
Weather Gauge Advisory
Virginia
$1.06M
Assenagon Asset Management
1458
Assenagon Asset Management
Luxembourg
$1.06M -$86.2K -1,152 -8%
PFM
1459
Parsec Financial Management
North Carolina
$1.05M -$240K -3,209 -19%
CCM
1460
Cox Capital Management
Massachusetts
$1.05M -$174K -2,332 -15%
PCM
1461
Prelude Capital Management
New York
$1.05M -$532K -7,110 -35%
PCG
1462
Private Capital Group
Connecticut
$1.05M -$24.2K -324 -2%
AF
1463
Aldebaran Financial
$1.04M +$4.86K +65 +0.5%
MMPW
1464
Mitchell McLeod Pugh & Williams
Alabama
$1.03M +$34.9K +466 +4%
KMWM
1465
Keudell/Morrison Wealth Management
Oregon
$1.03M +$975K +13,034 New
RAG
1466
Roof Advisory Group
Pennsylvania
$1.03M -$43.6K -583 -4%
AIC
1467
Ayalon Insurance Company
Israel
$1.03M
OAM
1468
Occidental Asset Management
California
$1.03M -$23.5K -314 -2%
ACI
1469
Alpha Cubed Investments
California
$1.03M +$120K +1,603 +14%
OAC
1470
OMERS Administration Corp
Ontario, Canada
$1.03M +$933K +12,471 New
PHIMC
1471
Private Harbour Investment Management & Counsel
Ohio
$1.02M -$161K -2,148 -14%
CA
1472
Capital Advantage
California
$1.02M +$47.2K +631 +5%
IBOK
1473
Independence Bank of Kentucky
Kentucky
$1.02M -$36.3K -486 -4%
CAN
1474
Claraphi Advisory Network
United States
$1.01M -$12.3K -164 -1%
SMM
1475
Stadion Money Management
Georgia
$1.01M -$286K -3,818 -23%

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.