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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
WCM
1976
Wedge Capital Management
North Carolina
$311K -$33.7M -451,228 -99%
CNC
1977
Citizens & Northern Corp
Pennsylvania
$311K -$7.78K -104 -3%
MWM
1978
Merriman Wealth Management
Washington
$311K +$11.8K +158 +4%
CCM
1979
Colorado Capital Management
Colorado
$311K +$293K +3,920 New
MFP
1980
Meridian Financial Partners
Virginia
$310K -$127K -1,700 -28%
CCP
1981
Cardan Capital Partners
Colorado
$310K -$1.87K -25 -0.6%
LSPW
1982
Lake Street Private Wealth
Illinois
$309K +$291K +3,889 New
CQS
1983
Credential Qtrade Securities
$308K -$106K -1,416 -27%
CAM
1984
CenterStar Asset Management
Illinois
$308K
TCPWM
1985
Traverso Chambers Private Wealth Management
California
$306K
HCM
1986
HM Capital Management
Missouri
$305K +$898 +12 +0.3%
PP
1987
PDS Planning
Ohio
$303K -$13.1K -175 -4%
CAC
1988
Certified Advisory Corp
Florida
$302K +$4.79K +64 +2%
RI
1989
Rudd International
Florida
$302K +$6.96K +93 +3%
LCP
1990
Legacy Capital Partners
Wisconsin
$302K +$19.7K +264 +7%
SIC
1991
Sigma Investment Counselors
Michigan
$301K +$78.2K +1,045 +38%
GCA
1992
Gideon Capital Advisors
New York
$301K +$283K +3,790 New
B
1993
Bridgeworth
Alabama
$300K -$101K -1,353 -26%
BBA
1994
Braun-Bostich & Associates
Pennsylvania
$300K +$160K +2,136 +130%
DAM
1995
Diamant Asset Management
Connecticut
$299K -$224 -3 -0.1%
CA
1996
Callahan Advisors
Texas
$298K +$66K +883 +31%
SAMC
1997
Spectrum Asset Management (California)
California
$297K -$23.5K -314 -8%
OPA
1998
Old Port Advisors
Maine
$294K -$31.9K -427 -10%
GIA
1999
Gladstone Institutional Advisory
Florida
$294K +$5.09K +68 +2%
TIM
2000
Tortoise Investment Management
New York
$294K +$49K +655 +21%

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.