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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
WA
1501
Wealth Architects
California
$960K -$107K -1,425 -11%
RWP
1502
RWA Wealth Partners
Massachusetts
$955K
MLIC
1503
Mandatum Life Insurance Company
Finland
$954K +$899K +12,016 New
SC
1504
Schulhoff & Co
Ohio
$953K +$62.7K +838 +7%
SMFS
1505
Squar Milner Financial Services
California
$953K +$261K +3,496 +41%
9WM
1506
9258 Wealth Management
Ohio
$950K +$9.65K +129 +1%
EWA
1507
EP Wealth Advisors
California
$944K +$26.9K +359 +3%
GCM
1508
Grisanti Capital Management
New York
$943K -$37.6K -503 -4%
IFWM
1509
Institute for Wealth Management
Colorado
$939K -$2.69K -36 -0.3%
TA
1510
TCG Advisors
Texas
$938K +$40.5K +541 +5%
CWA
1511
Cypress Wealth Advisors
California
$937K
LKIM
1512
Lawson Kroeker Investment Management
Nebraska
$932K
IWC
1513
Integrated Wealth Concepts
Massachusetts
$932K +$96.3K +1,287 +12%
NSAM
1514
North Star Asset Management
Wisconsin
$931K +$1.95K +26 +0.2%
WA1
1515
Wimmer Associates 1
California
$930K
AIM
1516
Allen Investment Management
New York
$930K +$576K +7,701 +192%
AB
1517
AT Bancorp
Iowa
$926K +$5.54K +74 +0.6%
WFM
1518
Wolff Financial Management
Michigan
$923K
SIM
1519
Stratos Investment Management
Ohio
$923K +$870K +11,632 New
HAIM
1520
Hunter Associates Investment Management
Pennsylvania
$922K -$7.85K -105 -0.9%
V
1521
VeraBank
Texas
$922K
EA
1522
Elm Advisors
California
$919K +$66.6K +891 +8%
VF
1523
Virtu Financial
New York
$917K +$510K +6,825 +145%
NJBEST
1524
New Jersey Better Educational Savings Trust
New Jersey
$915K -$157K -2,096 -15%
FMTCOCP
1525
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$911K +$95.9K +1,282 +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.