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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
SIM
1851
Sadoff Investment Management
Wisconsin
$421K -$78.4K -1,048 -17%
PAS
1852
Partnervest Advisory Services
California
$421K -$33.7K -450 -8%
HFP
1853
Holistic Financial Partners
Indiana
$421K +$2.54K +34 +0.6%
PGWM
1854
Parisi Gray Wealth Management
New Jersey
$420K +$14.1K +189 +4%
WCM
1855
Weatherstone Capital Management
Colorado
$418K -$1.18M -15,833 -75%
AW
1856
Alpha Windward
Massachusetts
$417K +$224 +3 +0.1%
ZAM
1857
Zevin Asset Management
Massachusetts
$416K -$62.7K -838 -14%
PWMAG
1858
Pinnacle Wealth Management Advisory Group
New Jersey
$416K -$35.2K -471 -8%
JHCP
1859
Jackson Hole Capital Partners
Oklahoma
$416K -$3.89K -52 -1%
FA
1860
Fortis Advisors
Pennsylvania
$416K
NCM
1861
Nelson Capital Management
California
$415K -$2.39K -32 -0.6%
CH
1862
Canton Hathaway
Rhode Island
$415K
ITIM
1863
Indiana Trust & Investment Management
Indiana
$415K
PWM
1864
Paulson Wealth Management
Illinois
$415K
RBC
1865
Roble Belko & Company
Pennsylvania
$413K -$72.4K -968 -16%
UAS
1866
United Asset Strategies
New York
$413K -$7.63K -102 -2%
PSC
1867
Prentiss Smith & Co
Vermont
$413K +$19.6K +262 +5%
KPCM
1868
Kings Point Capital Management
New York
$408K
GCC
1869
Game Creek Capital
Massachusetts
$407K -$107K -1,425 -22%
FNBOH
1870
First National Bank of Hutchinson
Kansas
$406K +$18.2K +243 +5%
Credit Agricole
1871
Credit Agricole
France
$404K -$9.42K -126 -2%
WG
1872
Winton Group
United Kingdom
$403K -$5.34M -71,400 -93%
BWM
1873
BerganKDV Wealth Management
Minnesota
$403K -$1.05M -14,044 -73%
BWM
1874
Baystate Wealth Management
Massachusetts
$403K +$12.9K +173 +3%
QPWM
1875
Quadrant Private Wealth Management
Pennsylvania
$402K +$748 +10 +0.2%

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.