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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
ICM
1526
IMS Capital Management
Oregon
$910K -$255K -3,407 -23%
OSNBOA
1527
Old Second National Bank of Aurora
Illinois
$909K
CHP
1528
Cable Hill Partners
Oregon
$908K -$2.47K -33 -0.3%
MBT
1529
Montecito Bank & Trust
California
$901K
KC
1530
Knuff & Co
California
$898K
MCM
1531
Marathon Capital Management
Maryland
$896K -$45.4K -607 -5%
HFBOT
1532
Home Federal Bank of Tennessee
Tennessee
$894K -$1.95K -26 -0.2%
HI
1533
Hendershot Investments
Virginia
$893K -$17.1K -228 -2%
TRIM
1534
Thompson Rubinstein Investment Management
Oregon
$891K +$6.28K +84 +0.8%
BIM
1535
Barton Investment Management
Pennsylvania
$887K
BPA
1536
Beacon Pointe Advisors
California
$883K -$19.2K -257 -2%
WFWM
1537
Wechter Feldman Wealth Management
New Jersey
$883K
LMAM
1538
Legg Mason Asset Management
Japan
$882K -$23.5K -314 -3%
CAG
1539
Crestwood Advisors Group
Massachusetts
$881K +$101K +1,345 +14%
FL
1540
Fort LP
Maryland
$877K +$354K +4,731 +75%
CCMIC
1541
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$873K
PNAA
1542
Pictet North America Advisors
Switzerland
$873K +$3.22K +43 +0.4%
AIA
1543
AIMZ Investment Advisors
California
$865K -$31.3K -418 -4%
HCM
1544
Hollencrest Capital Management
California
$862K -$972 -13 -0.1%
SMC
1545
Smith, Moore & Co
Missouri
$857K +$26.3K +351 +3%
CAM
1546
Close Asset Management
United Kingdom
$854K +$518K +6,922 +180%
FI
1547
FormulaFolio Investments
Michigan
$853K -$28.3K -379 -3%
FPFS
1548
First Personal Financial Services
North Carolina
$853K +$83.8K +1,121 +12%
LCM
1549
LVM Capital Management
Michigan
$852K -$823 -11 -0.1%
WG
1550
Welch Group
Alabama
$852K +$40.6K +543 +5%

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.