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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
EML
1726
Eos Management LP
New York
$580K
MWPCG
1727
Measured Wealth Private Client Group
New Hampshire
$580K +$207K +2,762 +61%
HC
1728
Hourglass Capital
Texas
$578K -$7.78K -104 -1%
SWK
1729
Stephen W. Kidder
$577K -$84.2K -1,126 -13%
DAM
1730
Deltec Asset Management
New York
$577K
MWP
1731
MYCIO Wealth Partners
Pennsylvania
$574K +$4.86K +65 +0.9%
CC
1732
Cornerstone Capital
California
$569K -$70.6K -944 -12%
AWMG
1733
Alliance Wealth Management Group
New Jersey
$567K -$32.9K -440 -6%
TCM
1734
Towercrest Capital Management
Pennsylvania
$567K -$32.9K -440 -6%
RWM
1735
Ritholtz Wealth Management
New York
$567K +$25.2K +337 +5%
CB
1736
CNB Bank
Pennsylvania
$566K +$30.8K +412 +6%
PCTC
1737
Perkins Coie Trust Company
Washington
$564K -$86.2K -1,152 -14%
FHC
1738
First Heartland Consultants
Missouri
$564K +$192K +2,573 +57%
SCM
1739
Sandler Capital Management
New York
$557K +$39.2K +524 +8%
MSFP
1740
Mark Sheptoff Financial Planning
Connecticut
$557K +$447K +5,974 +570%
GFP
1741
Gryphon Financial Partners
Ohio
$556K +$5.76K +77 +1%
PWP
1742
Principle Wealth Partners
Connecticut
$555K +$66.6K +890 +15%
BLAM
1743
Bourne Lent Asset Management
New York
$554K
LA
1744
LexAurum Advisors
Kansas
$554K
PMFA
1745
Plante Moran Financial Advisors
Michigan
$554K +$66.6K +891 +15%
CCA
1746
Conestoga Capital Advisors
Pennsylvania
$553K
SG
1747
StoneX Group
New York
$549K +$54.7K +732 +12%
MA
1748
MCF Advisors
Kentucky
$548K -$57.7K -772 -10%
FDCC
1749
Foster Dykema Cabot & Co
Massachusetts
$547K +$14.4K +192 +3%
SFS
1750
Summit Financial Strategies
Ohio
$541K -$7.85K -105 -2%

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.