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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
ACM
1626
AlphaCrest Capital Management
New York
$742K +$354K +4,737 +103%
VA
1627
Valmark Advisers
Ohio
$740K -$22.7K -304 -3%
SFG
1628
SNS Financial Group
Minnesota
$734K -$14.2K -190 -2%
PBT
1629
Pictet Bank & Trust
Bahamas
$732K -$180K -2,411 -21%
AEPG
1630
American Economic Planning Group
New Jersey
$730K +$3.74K +50 +0.5%
HCM
1631
Hudson Capital Management
New Jersey
$730K -$11.4K -152 -2%
AF
1632
Allworth Financial
California
$729K -$59.4K -794 -8%
GTAM
1633
Global Trust Asset Management
Florida
$728K -$837K -11,197 -55%
MKC
1634
M. Kraus & Co
Vermont
$726K -$5.31K -71 -0.8%
SRAM
1635
Stone Ridge Asset Management
New York
$725K -$681K -9,107 -50%
AWCI
1636
Alpine Woods Capital Investors
New York
$725K -$119K -1,591 -15%
TF
1637
TLWM Financial
Texas
$723K -$29.2K -391 -4%
BBI
1638
Baxter Bros Inc
Connecticut
$723K -$17.4K -232 -2%
ECM
1639
Elgethun Capital Management
South Dakota
$720K +$3.89K +52 +0.6%
RIA
1640
Regal Investment Advisors
Michigan
$718K -$150K -2,002 -18%
SSG
1641
Summit Securities Group
New York
$715K -$3.92M -52,400 -85%
MWM
1642
Marietta Wealth Management
Georgia
$715K -$31K -414 -4%
SXL
1643
Summit X LLC
Missouri
$713K -$5.46K -73 -0.8%
CBT
1644
Central Bank & Trust
Kentucky
$711K -$80.6K -1,078 -11%
EWM
1645
Endurance Wealth Management
Rhode Island
$710K
AssetMark Inc
1646
AssetMark Inc
California
$704K +$26.7K +357 +4%
OA
1647
Oxbow Advisors
Texas
$701K
NB
1648
Nicolet Bankshares
Wisconsin
$699K -$29.5K -395 -4%
NED
1649
Nancy E. Dempze
$698K -$36.6K -489 -5%
ZB
1650
Zions Bancorporation
Utah
$696K -$112K -1,491 -15%

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.