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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
CWM
1676
Concentric Wealth Management
California
$658K +$748 +10 +0.1%
TC
1677
TAP Consulting
Missouri
$657K +$619K +8,274 New
WAM
1678
Weatherly Asset Management
California
$655K +$5.24K +70 +0.9%
BRC
1679
Bell Rock Capital
Delaware
$654K -$13.8K -185 -2%
CHA
1680
Carmichael Hill & Associates
Maryland
$654K
CPC
1681
Congress Park Capital
New York
$654K +$75 +1 +0%
GI
1682
Gradient Investments
Minnesota
$652K -$9.36M -125,112 -94%
MC
1683
Machina Capital
France
$652K +$615K +8,222 New
BCM
1684
Brookstone Capital Management
Illinois
$650K -$110K -1,476 -15%
IP
1685
Investment Partners
Ohio
$647K +$1.72K +23 +0.3%
KM
1686
Kalos Management
Georgia
$646K -$184K -2,461 -23%
OWA
1687
One Wealth Advisors
California
$645K +$174K +2,326 +40%
WP
1688
WealthPLAN Partners
Nebraska
$642K -$524 -7 -0.1%
SCP
1689
Syntal Capital Partners
Texas
$641K +$605K +8,084 New
IA
1690
Independence Advisors
Pennsylvania
$635K
PBO
1691
Peoples Bank (Ohio)
Ohio
$634K -$49K -655 -8%
FBFS
1692
First Business Financial Services
Wisconsin
$634K
SCI
1693
Stableford Capital II
Arizona
$630K -$40.5K -541 -6%
HIM
1694
Hillsdale Investment Management
Ontario, Canada
$629K +$76.8K +1,027 +15%
SPC
1695
Stewart & Patten Company
California
$622K -$7.78K -104 -1%
VST
1696
Van Strum & Towne
California
$621K -$54.8K -733 -9%
JWBC
1697
J.W. Burns & Co
New York
$620K +$20.9K +280 +4%
MCP
1698
Mirador Capital Partners
California
$620K +$189K +2,530 +48%
GLI
1699
Guardian Life Insurance
New York
$619K -$7.03K -94 -1%
NFG
1700
Nadler Financial Group
Illinois
$619K +$29.3K +392 +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.