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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
BCM
1576
Beck Capital Management
Texas
$815K +$326K +4,361 +74%
LRPA
1577
L. Roy Papp & Associates
Arizona
$812K -$223K -2,985 -23%
JGIA
1578
Jackson Grant Investment Advisers
Connecticut
$812K +$2.69K +36 +0.4%
GAMC
1579
Garner Asset Management Corp
Texas
$811K +$22K +294 +3%
NEPWA
1580
New England Private Wealth Advisors
Massachusetts
$809K +$1.12K +15 +0.1%
LC
1581
LCNB Corp
Ohio
$807K
HFA
1582
Huber Financial Advisors
Illinois
$807K +$84.7K +1,132 +13%
UCMOK
1583
United Capital Management of KS
Kansas
$806K +$1.72K +23 +0.2%
HJA
1584
Hugh Johnson Advisors
New York
$805K -$12.6K -168 -2%
GIA
1585
Granite Investment Advisors
New Hampshire
$802K
NL
1586
NVWM LLC
Pennsylvania
$799K +$48.8K +653 +7%
SCM
1587
Schnieders Capital Management
California
$798K +$2.39K +32 +0.3%
HPWM
1588
Highland Private Wealth Management
Washington
$798K +$22.4K +299 +3%
ECG
1589
Edge Capital Group
Georgia
$795K +$9.13K +122 +1%
PCM
1590
Princeton Capital Management
New Jersey
$791K
FM
1591
Foster & Motley
Ohio
$791K +$45.3K +605 +6%
SHWM
1592
Smith & Howard Wealth Management
Georgia
$791K +$423K +5,659 +131%
Jacobs Levy Equity Management
1593
Jacobs Levy Equity Management
New Jersey
$790K
CA
1594
Claro Advisors
Massachusetts
$787K +$577K +7,713 +350%
DWM
1595
Destination Wealth Management
California
$785K +$32.5K +435 +5%
CPIG
1596
Chicago Partners Investment Group
Illinois
$784K -$437K -5,839 -34%
NFG
1597
Next Financial Group
Texas
$781K -$579K -7,738 -44%
NFH
1598
NEXT Financial Holdings
Texas
$781K +$735K +9,826 New
DIM
1599
DC Investments Management
Virginia
$780K
NAS
1600
Nicolet Advisory Services
Wisconsin
$780K +$735K +9,828 New

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.