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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
WPA
2001
West Paces Advisors
Georgia
$293K
AIM
2002
Advantage Investment Management
Iowa
$293K -$27.1K -363 -9%
NP
2003
NorthRock Partners
Minnesota
$293K -$4.26K -57 -2%
CCM
2004
Carlson Capital Management
Minnesota
$293K +$33.5K +448 +14%
GWM
2005
GSB Wealth Management
Connecticut
$291K
EBSAM
2006
Eubel Brady & Suttman Asset Management
Ohio
$291K +$224 +3 +0.1%
CC
2007
Claybrook Capital
Massachusetts
$291K +$57.7K +772 +27%
BPCE
2008
Bank Pictet & Cie (Europe)
Germany
$289K -$596K -7,964 -69%
MVA
2009
Mount Vernon Associates
Maryland
$289K
VAS
2010
Valicenti Advisory Services
New York
$289K +$75 +1 +0%
DDPIC
2011
Deroy & Devereaux Private Investment Counsel
Michigan
$288K -$13.8K -184 -5%
AFNAS
2012
American Financial Network Advisory Services
California
$284K -$18.6K -249 -6%
TC
2013
Truvestments Capital
Florida
$284K +$268K +3,584 New
NBG
2014
Nancy B. Gardiner
$283K -$18.2K -243 -6%
SAM
2015
Seelaus Asset Management
New Jersey
$281K +$75 +1 +0%
DBT
2016
Dubuque Bank & Trust
Iowa
$281K +$36.3K +486 +16%
GWAG
2017
Garrett Wealth Advisory Group
Texas
$280K +$4.19K +56 +2%
CTA
2018
Colonial Trust Advisors
South Carolina
$280K +$263K +3,522 New
HWMG
2019
Hurlow Wealth Management Group
Indiana
$279K
FFG
2020
Fortem Financial Group
California
$279K +$43.7K +584 +20%
BA
2021
Birinyi Associates
Connecticut
$279K +$263K +3,511 New
STA
2022
Summit Trail Advisors
New York
$278K -$206K -2,759 -44%
OKSA
2023
O'Keefe Stevens Advisory
New York
$277K
SFPIA
2024
Stevens First Principles Investment Advisors
California
$277K
SIS
2025
Sound Income Strategies
Florida
$277K +$4.04K +54 +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.