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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
BHTS
1751
Bar Harbor Trust Services
Maine
$541K
RAM
1752
Redmond Asset Management
Virginia
$541K +$71.3K +953 +16%
LCM
1753
Liberty Capital Management
Michigan
$540K +$14.4K +193 +3%
BRA
1754
Bender Robert & Associates
California
$538K +$8.23K +110 +2%
SMG
1755
Spectrum Management Group
Indiana
$537K
JWM
1756
JGP Wealth Management
Oregon
$534K -$19.6K -262 -4%
WAAG
1757
Wealth Alliance Advisory Group
Kansas
$531K +$12.2K +163 +2%
GC
1758
Gilbert & Cook
Iowa
$530K -$12.8K -171 -2%
RWA
1759
River Wealth Advisors
Pennsylvania
$528K -$10.8K -144 -2%
BOS
1760
Bingham Osborn & Scarborough
California
$527K -$45.5K -609 -8%
FC
1761
Financial Consulate
Maryland
$527K +$10.8K +145 +2%
VCM
1762
Vigilant Capital Management
Maine
$525K -$1.34M -17,940 -73%
AIC
1763
Ameritas Investment Company
Nebraska
$524K -$2.54M -34,016 -84%
LB
1764
Landmark Bank
Missouri
$524K -$51.2K -684 -9%
Rafferty Asset Management
1765
Rafferty Asset Management
New York
$524K +$494K +6,600 New
ACH
1766
ArrowMark Colorado Holdings
Colorado
$523K
FFA
1767
Fragasso Financial Advisors
Pennsylvania
$521K -$19.7K -263 -4%
TC
1768
Trust Company
Kansas
$521K
TL
1769
TrueWealth LLC
Georgia
$521K +$5.31K +71 +1%
EF
1770
Empirical Finance
Pennsylvania
$521K +$112K +1,496 +29%
MWVC
1771
Morgens Waterfall Vintiadis & Co
New York
$519K
AIM
1772
Aspen Investment Management
Michigan
$518K
SAM
1773
SignalPoint Asset Management
Missouri
$517K
AWA
1774
AmeriServ Wealth Advisors
Pennsylvania
$516K +$60K +802 +14%
WIP
1775
Wellesley Investment Partners
Massachusetts
$515K +$16.8K +224 +4%

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.