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
GBBWRPM
1701
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$619K +$82.3K +1,100 +16%
FFG
1702
Frisch Financial Group
New York
$615K +$293K +3,922 +102%
GEA
1703
Glen Eagle Advisors
New Jersey
$614K +$71.7K +959 +14%
GC
1704
Gratus Capital
Georgia
$613K -$12.5K -167 -2%
BCWM
1705
Blue Chip Wealth Management
Florida
$612K +$2.02K +27 +0.4%
BHC
1706
Bowen Hanes & Co
Florida
$611K -$1.09M -14,588 -65%
BMM
1707
Buffington Mohr McNeal
Idaho
$609K -$2.32K -31 -0.4%
BI
1708
Bredin Investment
Delaware
$608K
AFP
1709
Ausdal Financial Partners
Iowa
$607K +$50K +668 +10%
FAM
1710
Fenimore Asset Management
New York
$606K
IGGA
1711
Iron Gate Global Advisors
Utah
$606K +$101K +1,346 +21%
SQA
1712
Simon Quick Advisors
New Jersey
$605K +$65.3K +873 +13%
EIA
1713
Eldridge Investment Advisors
New Hampshire
$602K +$449 +6 +0.1%
PAS
1714
Professional Advisory Services
Florida
$601K
NC
1715
Naman Capital
Brazil
$596K +$42.8M +571,668 +455%
KLI
1716
Kelman-Lazarov Inc
Tennessee
$592K +$55.4K +741 +11%
RFA
1717
Reilly Financial Advisors
California
$591K +$201K +2,682 +56%
RIA
1718
Realta Investment Advisors
Delaware
$589K +$555K +7,418 New
OWP
1719
Obermeyer Wealth Partners
Colorado
$588K -$40.5K -541 -7%
CFS
1720
CRA Financial Services
New Jersey
$587K -$9.13K -122 -2%
SP
1721
Successful Portfolios
Florida
$587K +$3.14K +42 +0.6%
MSR
1722
Main Street Research
Connecticut
$586K +$18.5K +248 +3%
PCMC
1723
Paragon Capital Management (Colorado)
Colorado
$585K -$23.2K -310 -4%
PP
1724
PagnatoKarp Partners
Virginia
$585K -$11.1K -148 -2%
BPCA
1725
Bank Pictet & Cie (Asia)
Singapore
$582K

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.