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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
CCM
1901
Condor Capital Management
New Jersey
$385K +$10.7K +143 +3%
GLA
1902
Good Life Advisors
Pennsylvania
$385K +$38.4K +513 +12%
BS
1903
Bessemer Securities
New York
$383K
Edgewood Management
1904
Edgewood Management
Connecticut
$383K
VV
1905
Verity & Verity
South Carolina
$381K +$89K +1,190 +33%
EIG
1906
Ellenbecker Investment Group
Wisconsin
$380K
AWA
1907
Acorn Wealth Advisors
Michigan
$379K -$2.17K -29 -0.6%
HCM
1908
Highlander Capital Management
New Jersey
$377K
JFG
1909
JMG Financial Group
Illinois
$376K
LHC
1910
Little House Capital
Massachusetts
$374K -$3.59K -48 -1%
CA
1911
Cumberland Advisors
Florida
$373K
CAM
1912
Cidel Asset Management
Ontario, Canada
$372K -$31.3K -419 -8%
BWA
1913
Burt Wealth Advisors
Maryland
$367K +$224 +3 +0.1%
BCA
1914
Bay Colony Advisors
Massachusetts
$367K +$79.1K +1,057 +29%
SLF
1915
Sun Life Financial
Ontario, Canada
$366K -$1.45M -19,343 -81%
LCAM
1916
London & Capital Asset Management
United Kingdom
$366K -$3.29K -44 -0.9%
SFG
1917
Summit Financial Group
West Virginia
$365K
SNBOSCI
1918
Security National Bank of Sioux City Iowa
Iowa
$364K -$11.7K -157 -3%
IIM
1919
Ironwood Investment Management
Massachusetts
$364K -$3.89K -52 -1%
PAG
1920
Pinnacle Advisory Group
Maryland
$364K +$36.3K +486 +12%
PGA
1921
Premia Global Advisors
Florida
$363K +$343K +4,585 New
WA
1922
Waverly Advisors
Alabama
$360K +$4.34K +58 +1%
GCMG
1923
Gyroscope Capital Management Group
Florida
$356K -$61.6K -824 -15%
CBFP
1924
Cedar Brook Financial Partners
Ohio
$355K +$19.2K +257 +6%
BB
1925
Bell Bank
North Dakota
$354K -$2.84K -38 -0.8%

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.