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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
CHJWM
1801
Carlton Hofferkamp & Jenks Wealth Management
Texas
$485K +$151K +2,013 +49%
HIS
1802
Harvest Investment Services
Illinois
$484K +$36.7K +491 +9%
JWM
1803
Jupiter Wealth Management
Colorado
$483K +$517K +6,917 New
AGA
1804
Accuvest Global Advisors
Utah
$481K -$10.2K -137 -2%
CCMG
1805
Clark Capital Management Group
Pennsylvania
$481K +$50.9K +680 +13%
TFGT
1806
TS Financial Group (TSFG)
Illinois
$481K +$453K +6,063 New
UFG
1807
United Fire Group
Iowa
$480K
KPW
1808
Kore Private Wealth
New York
$477K -$156K -2,080 -26%
GWS
1809
Glassman Wealth Services
Virginia
$477K +$52.3K +699 +13%
JA
1810
JOYN Advisors
Georgia
$476K -$112K -1,504 -20%
BCCM
1811
Bridge Creek Capital Management
Massachusetts
$476K -$16.8K -225 -4%
GSWM
1812
Golden State Wealth Management
California
$476K +$449K +5,998 New
SFSG
1813
Stearns Financial Services Group
North Carolina
$475K +$673 +9 +0.2%
JLBC
1814
J.L. Bainbridge & Co
Florida
$473K -$48.2K -644 -9%
AIA
1815
Angeles Investment Advisors
California
$473K +$446K +5,961 New
VWA
1816
V Wealth Advisors
Kansas
$472K +$67.8K +907 +16%
BIM
1817
Baldwin Investment Management
Pennsylvania
$466K +$5.54K +74 +1%
CCM
1818
Carderock Capital Management
Maryland
$462K
LPT
1819
Legacy Private Trust
Wisconsin
$461K +$14.3K +191 +3%
APW
1820
Acima Private Wealth
Virginia
$460K +$36K +481 +9%
CCM
1821
Crossvault Capital Management
Texas
$459K -$157K -2,096 -27%
HPC
1822
Hobart Private Capital
North Carolina
$457K +$431K +5,757 New
WMA
1823
Wealth Management Associates
New Jersey
$456K +$149K +1,996 +53%
RWG
1824
Regal Wealth Group
California
$455K
PIA
1825
Pinion Investment Advisors
Kansas
$453K +$8.53K +114 +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.