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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
NFG
1551
Nations Financial Group
Iowa
$851K -$242K -3,238 -23%
CPIA
1552
Cornell Pochily Investment Advisors
New York
$851K -$143K -1,906 -15%
OIA
1553
OneDigital Investment Advisors
Kansas
$850K -$103K -1,383 -11%
WA
1554
Wheatland Advisors
Pennsylvania
$850K -$13.5K -180 -2%
QI
1555
Qtron Investments
Massachusetts
$850K
AAM
1556
Ascension Asset Management
New York
$849K
FFC
1557
First Financial Corp
Indiana
$848K +$11.7K +157 +1%
SCP
1558
Sandhill Capital Partners
New York
$846K +$67.1K +897 +9%
WP
1559
WealthSource Partners
California
$843K +$191K +2,556 +32%
ER
1560
Enlightenment Research
Florida
$843K +$688K +9,201 +647%
IRC
1561
Investors Research Corp
Georgia
$841K -$19.6K -262 -2%
NB
1562
Northwest Bancshares
Pennsylvania
$839K +$6.51K +87 +0.8%
SRC
1563
Sage Rhino Capital
California
$836K +$787K +10,529 New
LCH
1564
Lee Capital Holdings
New York
$832K
ATC
1565
Adirondack Trust Company
New York
$831K -$23.9K -320 -3%
APG
1566
Abacus Planning Group
South Carolina
$830K -$10.6K -142 -1%
TCM
1567
Traynor Capital Management
Pennsylvania
$830K +$6.73K +90 +0.9%
VNA
1568
Valley National Advisers
Pennsylvania
$830K +$6.96K +93 +0.9%
FIM
1569
Fruth Investment Management
Texas
$829K -$23.5K -314 -3%
FMW
1570
Farr Miller & Washington
District of Columbia
$824K
RI
1571
Ridgewood Investments
New Jersey
$823K -$482K -6,446 -38%
HC
1572
Henshaw Capital
Massachusetts
$818K +$1.79K +24 +0.2%
RPC
1573
Rossmore Private Capital
Connecticut
$818K -$3.44K -46 -0.4%
LA
1574
LVW Advisors
New York
$818K +$181K +2,421 +31%
FWM
1575
Focused Wealth Management
New York
$817K +$34K +455 +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.