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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
FLAM
1926
First Light Asset Management
Minnesota
$353K -$3.67K -49 -1%
DIA
1927
Davidson Investment Advisors
Montana
$352K -$24.4K -326 -7%
KCPG
1928
Kavar Capital Partners Group
Kansas
$351K +$20.5K +274 +7%
HFA
1929
High Falls Advisors
New York
$351K +$40.9K +547 +14%
LWANC
1930
Laurel Wealth Advisors (North Carolina)
North Carolina
$348K
TFO
1931
Tarbox Family Office
California
$348K
RWM
1932
RBA Wealth Management
California
$348K +$337K +4,507 New
BMC
1933
Benin Management Corp
Connecticut
$347K -$898 -12 -0.3%
VBFG
1934
Vishria Bird Financial Group
Tennessee
$347K
WWM
1935
Willingdon Wealth Management
North Carolina
$346K -$8.23K -110 -2%
RSS
1936
Rosenblum Silverman Sutton
California
$345K -$6.14M -82,043 -95%
HHGA
1937
Halbert Hargrove Global Advisors
California
$345K -$13.6K -182 -4%
TRAM
1938
Tuscan Ridge Asset Management
Illinois
$345K +$325K +4,349 New
CSS
1939
Cubist Systematic Strategies
Connecticut
$344K -$209K -2,797 -39%
WP
1940
WealthShield Partners
North Carolina
$344K -$74K -989 -19%
MCWS
1941
McKinley Carter Wealth Services
West Virginia
$343K -$18.4K -246 -5%
QCIG
1942
Quad-Cities Investment Group
Iowa
$342K
RGC
1943
Roberts, Glore & Co
Illinois
$339K -$61.3K -819 -16%
FBT
1944
First Bank & Trust
South Dakota
$339K -$48.2K -644 -13%
SCM
1945
Southport Capital Management
Tennessee
$339K +$9.27K +124 +3%
JFA
1946
JNBA Financial Advisors
Minnesota
$339K +$121K +1,619 +61%
CSA
1947
Cottage Street Advisors
Massachusetts
$338K
PO
1948
Private Ocean
California
$337K -$36.3K -485 -10%
BST
1949
Bath Savings Trust
Maine
$337K -$17.3K -231 -5%
SFG
1950
StrategIQ Financial Group
Indiana
$337K -$9.42K -126 -3%

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.