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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
CG
1876
Cutler Group
California
$402K +$165K +2,201 +77%
LFA
1877
Legacy Financial Advisors
Kentucky
$401K +$2.99K +40 +0.8%
SIA
1878
Starfire Investment Advisers
Michigan
$400K
COI
1879
Capital One Investing
Virginia
$399K -$6.66K -89 -2%
RMSCM
1880
R.M. Sincerbeaux Capital Management
New York
$399K
DA
1881
Doliver Advisors
Texas
$398K -$11K -147 -3%
CICI
1882
Capital Investment Counsel Inc
North Carolina
$398K
MPIA
1883
Mountain Pacific Investment Advisers
Idaho
$397K
PW
1884
Price Wealth
Texas
$395K
EWF
1885
Epstein & White Financial
California
$395K +$376K +5,023 New
SWP
1886
Strategic Wealth Partners
Ohio
$394K +$360K +4,809 +3,025%
HFM
1887
Harvest Fund Management
China
$392K -$238K -3,186 -39%
BOS
1888
Bank of Stockton
California
$392K -$43.1K -576 -10%
BCM
1889
Baltimore Capital Management
Maryland
$392K +$369K +4,934 New
MGAM
1890
McGowan Group Asset Management
Texas
$390K +$8.3K +111 +2%
ZF
1891
Zhang Financial
Michigan
$390K +$38.7K +517 +12%
SIMM
1892
Stillwater Investment Management (Minnesota)
Minnesota
$389K +$2.54K +34 +0.7%
AWM
1893
AllSquare Wealth Management
New York
$389K +$58.4K +781 +19%
TAM
1894
Taurus Asset Management
New York
$387K -$161K -2,158 -31%
MFBTD
1895
MB Financial Bank - Trust Department
Illinois
$387K -$15K -200 -4%
CMANY
1896
Capital Management Associates (New York)
New York
$387K
TCOO
1897
Trust Company of Oklahoma
Oklahoma
$387K -$16.9K -226 -4%
IC
1898
InterOcean Capital
Illinois
$385K -$28.5K -381 -7%
AWM
1899
Apollon Wealth Management
South Carolina
$385K -$6.28K -84 -2%
RVPG
1900
Relative Value Partners Group
$385K +$7.85K +105 +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.