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
HEIP
1826
Hudson Edge Investment Partners
New Jersey
$449K
CI
1827
CX Institutional
Indiana
$446K +$90.6K +1,211 +27%
ESBC
1828
E.S. Barr & Co
Kentucky
$444K -$31.1K -416 -7%
GPA
1829
Garrison Point Advisors
California
$444K -$11.6K -155 -3%
CPC
1830
Cookson Peirce & Co
Pennsylvania
$444K +$42.3K +566 +11%
FCA
1831
FinTrust Capital Advisors
South Carolina
$443K +$18.2K +243 +5%
SCM
1832
Snow Capital Management
Pennsylvania
$442K
PFGIA
1833
Patriot Financial Group Insurance Agency
Massachusetts
$442K +$223K +2,979 +115%
LIA
1834
LBMC Investment Advisors
Tennessee
$441K -$9.13K -122 -2%
ACM
1835
Ashford Capital Management
Delaware
$441K
FMTC
1836
Farmers & Merchants Trust Company
California
$441K
RCM
1837
RB Capital Management
Nevada
$441K +$2.17K +29 +0.5%
NCM
1838
Neumann Capital Management
California
$438K
BWCS
1839
Beirne Wealth Consulting Services
Connecticut
$438K +$16.7K +223 +4%
PCM
1840
Pointe Capital Management
Michigan
$437K +$82.7K +1,106 +25%
SCM
1841
SOL Capital Management
Maryland
$435K -$18K -241 -4%
SAA
1842
Southeast Asset Advisors
Georgia
$435K -$9.27K -124 -2%
HIM
1843
Hanlon Investment Management
New Jersey
$435K +$410K +5,486 New
JGGDR
1844
JGP Global Gestao de Recursos
Brazil
$433K +$38.6K +516 +10%
LWM
1845
Lyell Wealth Management
California
$432K +$54.1K +724 +15%
GWM
1846
Greenwich Wealth Management
Connecticut
$430K +$116K +1,556 +40%
LIM
1847
Lathrop Investment Management
Arkansas
$429K -$3.89K -52 -1%
LSC
1848
Lesa Sroufe & Co
Washington
$424K
ACM
1849
Armbruster Capital Management
New York
$423K -$39.9K -534 -9%
MIC
1850
Meridian Investment Counsel
California
$422K +$224 +3 +0.1%

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.