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
Wolverine Trading
1776
Wolverine Trading
Illinois
$514K -$297K -3,971 -38%
CC
1777
Cedar Capital
Illinois
$513K -$20.4K -273 -4%
MCM
1778
McRae Capital Management
New Jersey
$512K -$3.96K -53 -0.8%
PWPS
1779
Pinnacle Wealth Planning Services
Ohio
$511K -$202K -2,703 -30%
LFA
1780
Landmark Financial Advisors
Kentucky
$509K
LK
1781
Lumbard & Kellner
New Hampshire
$509K
GRP
1782
Global Retirement Partners
California
$509K +$10.3K +138 +2%
BCM
1783
Breiter Capital Management
Florida
$506K +$319K +4,265 +78%
SIAS
1784
Shine Investment Advisory Services
Colorado
$505K
BIA
1785
BHK Investment Advisors
Alabama
$502K +$258K +3,444 +119%
ERIM
1786
Eagle Ridge Investment Management
Connecticut
$500K
OGC
1787
Oak Grove Capital
New Hampshire
$500K
OBGC
1788
O'Brien Greene & Co
Pennsylvania
$499K +$26.1K +349 +6%
CA
1789
Cortland Associates
Missouri
$498K -$297K -3,972 -39%
RFM
1790
Royal Fund Management
Florida
$498K +$263K +3,512 +127%
CCM
1791
Cohen Capital Management
California
$496K
SRC
1792
Stone Run Capital
New York
$495K +$449 +6 +0.1%
EAM
1793
Evanson Asset Management
California
$492K -$5.38K -72 -1%
GCAC
1794
Guardian Capital Advisors (Canada)
Ontario, Canada
$492K +$68.6K +917 +15%
SIM
1795
SSI Investment Management
California
$489K -$2.32K -31 -0.5%
TI
1796
Truepoint Inc
Ohio
$488K +$90.3K +1,208 +24%
HBT
1797
Hills Bank & Trust
Iowa
$488K +$461K +6,158 New
LC
1798
Lindbrook Capital
California
$487K +$10.6K +142 +2%
RA
1799
RFG Advisory
Alabama
$487K +$15.4K +206 +3%
AIA
1800
Alera Investment Advisors
Illinois
$487K +$48.3K +646 +12%

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.