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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
PCM
1951
Poehling Capital Management
Wisconsin
$337K
VWM
1952
Venturi Wealth Management
Texas
$337K +$598 +8 +0.2%
WMC
1953
Westwood Management Corporation
Illinois
$337K +$318K +4,248 New
OIWM
1954
OptiFour Integrated Wealth Management
Virginia
$334K -$21.5K -287 -6%
KA
1955
Klingman & Associates
New York
$334K
CF
1956
Corrigan Financial
Rhode Island
$333K +$314K +4,192 New
BAM
1957
Burgundy Asset Management
Ontario, Canada
$332K -$10.2K -137 -3%
DI
1958
DFPG Investments
Utah
$332K +$6.28K +84 +2%
WAG
1959
Winthrop Advisory Group
Massachusetts
$331K +$36.1K +483 +13%
TI
1960
Trexquant Investment
Connecticut
$329K -$1.47M -19,652 -83%
BCP
1961
Berkeley Capital Partners
Georgia
$327K -$3.07K -41 -1%
FMC
1962
First Merchants Corp
Indiana
$326K +$85.4K +1,142 +39%
LAIC
1963
Lederer & Associates Investment Counsel
California
$325K -$23.9K -319 -7%
FMT
1964
First Mercantile Trust
Tennessee
$325K -$7.7K -103 -2%
BWP
1965
BSW Wealth Partners
Colorado
$324K +$12.3K +165 +4%
MAA
1966
Mraz Amerine & Associates
California
$323K -$37K -495 -11%
BFPW
1967
BOK Financial Private Wealth
Colorado
$323K +$374 +5 +0.1%
BIM
1968
Bridgecreek Investment Management
Oklahoma
$320K
FBA
1969
Front Barnett Associates
Illinois
$320K
SG
1970
Somerset Group
Minnesota
$319K
SWA
1971
SFMG Wealth Advisors
Texas
$318K -$1.35K -18 -0.4%
AC
1972
Addison Capital
Pennsylvania
$318K
WC
1973
Weil Company
California
$318K
UBG
1974
United Bank (Georgia)
Georgia
$314K -$3.07K -41 -1%
FC
1975
Ferris Capital
Massachusetts
$312K

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.