We are live on ! Find out more

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
AWM
1651
Avior Wealth Management
Nebraska
$696K -$15.7K -210 -2%
BPB
1652
Badgley, Phelps & Bell
Washington
$695K +$60K +802 +10%
ACS
1653
Archford Capital Strategies
Illinois
$694K -$49.1K -656 -7%
WTFG
1654
Wells Trecaso Financial Group
Ohio
$694K +$15.3K +205 +2%
FCB
1655
First Command Bank
Texas
$694K +$92.9K +1,242 +17%
FCFS
1656
First Command Financial Services
Texas
$694K +$92.9K +1,242 +17%
OFW
1657
Omnia Family Wealth
Florida
$690K
DAC
1658
Dividend Assets Capital
South Carolina
$689K -$3.14K -42 -0.5%
FFN
1659
Focus Financial Network
Minnesota
$687K +$643K +8,597 New
RIS
1660
Retirement Income Solutions
Michigan
$685K
IWS
1661
Insight Wealth Strategies
California
$679K +$73.6K +984 +13%
BSB
1662
Bangor Savings Bank
Maine
$678K +$23.9K +319 +4%
IA
1663
IFP Advisors
Florida
$674K -$2.11M -28,248 -77%
DW
1664
Domani Wealth
Pennsylvania
$673K
TMAM
1665
Tokio Marine Asset Management
Japan
$672K +$27.7K +370 +5%
CBA
1666
Coastal Bridge Advisors
Connecticut
$672K +$40.7K +544 +7%
RHJA
1667
Rice Hall James & Associates
California
$671K
WPA
1668
Winning Points Advisors
Florida
$671K
BWA
1669
BDO Wealth Advisors
Florida
$670K +$196K +2,622 +45%
PV
1670
Private Vista
Illinois
$668K +$6.96K +93 +1%
CCM
1671
Cutler Capital Management
Massachusetts
$665K
HCM
1672
HGI Capital Management
New York
$665K
HCMT
1673
Highland Capital Management (Texas)
Texas
$665K
SMFG
1674
Sumitomo Mitsui Financial Group
Japan
$661K +$627K +8,384 New
SIG
1675
Sargent Investment Group
Maryland
$660K +$76.1K +1,017 +14%

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.