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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
PTB
1601
Pioneer Trust Bank
Oregon
$779K
PPP
1602
Private Portfolio Partners
New Jersey
$778K +$14.1K +189 +2%
CA
1603
Cornerstone Advisory
Maryland
$774K -$5.38K -72 -0.7%
MC
1604
Miles Capital
Iowa
$774K +$17.4K +233 +2%
HIM
1605
Hotaling Investment Management
Pennsylvania
$773K -$74.6K -997 -9%
PCM
1606
Perkins Capital Management
Minnesota
$773K +$118K +1,572 +19%
GHAM
1607
Gilman Hill Asset Management
Connecticut
$769K +$39.2K +524 +6%
CAM
1608
Claret Asset Management
Quebec, Canada
$765K -$2.47K -33 -0.3%
BAM
1609
Blueshift Asset Management
New Jersey
$764K +$336K +4,486 +87%
XS
1610
XR Securities
Illinois
$764K +$720K +9,630 New
FNC
1611
First National Corp
Massachusetts
$763K -$25.4K -340 -3%
BCA
1612
Berman Capital Advisors
Georgia
$761K -$17.7K -237 -2%
AOWM
1613
Alpha Omega Wealth Management
Virginia
$761K +$32.4K +433 +5%
FTC
1614
Farmers Trust Company
Ohio
$760K +$113K +1,511 +19%
CWM
1615
Centric Wealth Management
Illinois
$759K -$444K -5,936 -38%
HFA
1616
Hoover Financial Advisors
Pennsylvania
$759K +$374 +5 +0.1%
JWA
1617
JFS Wealth Advisors
Pennsylvania
$758K -$6.81K -91 -0.9%
BCM
1618
Boltwood Capital Management
California
$757K -$27.4K -366 -4%
TAIM
1619
TD Ameritrade Investment Management
Nebraska
$751K +$171K +2,290 +32%
NA
1620
Navellier & Associates
Nevada
$749K -$23K -308 -3%
PAWC
1621
P.A.W. Capital
Connecticut
$749K
OPCM
1622
Osborne Partners Capital Management
California
$748K -$60.7K -812 -8%
PSG
1623
Planning Solutions Group
Maryland
$746K +$70.2K +939 +11%
ACM
1624
Argent Capital Management
Missouri
$745K
HCM
1625
Hall Capital Management
Rhode Island
$742K +$2.32K +31 +0.3%

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.