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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
BC
1476
Burleson & Co
California
$1.01M -$11.7K -156 -1%
FWP
1477
FAS Wealth Partners
Kansas
$1.01M +$8.6K +115 +0.9%
KWA
1478
KCS Wealth Advisory
California
$1.01M +$142K +1,904 +18%
GC
1479
Grimes & Company
Massachusetts
$1M +$24.3K +325 +3%
TCM
1480
Tuttle Capital Management
Connecticut
$1M +$217K +2,907 +30%
CC
1481
Cadinha & Co
Hawaii
$1M -$29.3K -392 -3%
CHC
1482
City Holding Co
West Virginia
$1M +$304K +4,065 +48%
AI
1483
Accredited Investors
Minnesota
$996K +$1.95K +26 +0.2%
MMG
1484
Monetary Management Group
Missouri
$993K +$39.2K +524 +4%
TIA
1485
Tiemann Investment Advisors
California
$990K -$1.95K -26 -0.2%
MGIA
1486
Moneta Group Investment Advisors
Missouri
$986K -$512K -6,847 -36%
PFS
1487
Physicians Financial Services
North Carolina
$986K +$8.23K +110 +0.9%
GIM
1488
Guardian Investment Management
California
$985K -$23.5K -314 -2%
NL
1489
NWAM LLC
Washington
$984K -$7.18K -96 -0.8%
WWM
1490
Windsor Wealth Management
Indiana
$984K +$32.5K +434 +4%
NPT
1491
Nixon Peabody Trust
Massachusetts
$979K -$126K -1,683 -12%
MPAM
1492
Murphy Pohlad Asset Management
Minnesota
$979K -$4.71K -63 -0.5%
OCM
1493
Osterweis Capital Management
California
$979K +$61.3K +820 +7%
HA
1494
Halsey Associates
Connecticut
$976K -$45K -602 -5%
TW
1495
TrinityPoint Wealth
Connecticut
$976K +$116K +1,553 +14%
VFA
1496
Valeo Financial Advisors
Indiana
$974K -$265K -3,538 -22%
AA
1497
Apriem Advisors
California
$974K +$30.1K +403 +3%
WCM
1498
Windsor Capital Management
Arizona
$972K -$24.5K -327 -3%
DBRC
1499
D.B. Root & Company
Pennsylvania
$969K -$14K -187 -2%
AFC
1500
AFT Forsyth & Company
Florida
$962K

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.