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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
DE
2026
Day & Ennis
Georgia
$277K +$22.5K +301 +9%
RIG
2027
Roosevelt Investment Group
New York
$275K -$8.83K -118 -3%
NCM
2028
Novare Capital Management
North Carolina
$275K -$4.64K -62 -2%
TBC
2029
Tweedy, Browne Co
Connecticut
$275K
MIM
2030
Moseley Investment Management
Florida
$275K +$259K +3,463 New
CCA
2031
Conservest Capital Advisors
Pennsylvania
$274K -$23.3K -312 -8%
ACM
2032
Ategra Capital Management
Virginia
$274K +$45.9K +614 New
OBWP
2033
O'Brien Wealth Partners
Massachusetts
$273K +$10.4K +139 +4%
AAM
2034
American Asset Management
Florida
$273K +$15.7K +210 +6%
OC
2035
Oarsman Capital
Wisconsin
$271K -$3.96K -53 -2%
DCM
2036
Driehaus Capital Management
Illinois
$271K -$3.29K -44 -1%
FCIM
2037
Fairview Capital Investment Management
California
$271K +$11.1K +149 +5%
MCM
2038
MV Capital Management
Maryland
$271K +$45.9K +614 +22%
LD
2039
Lipe & Dalton
New York
$270K
AAMA
2040
Advanced Asset Management Advisors
Ohio
$269K -$56.4K -754 -18%
VCM
2041
Vivaldi Capital Management
Illinois
$268K -$30.4K -407 -11%
GAAM
2042
Guinness Atkinson Asset Management
California
$267K
CFA
2043
Capstone Financial Advisors
Illinois
$267K +$24.4K +326 +11%
BWFA
2044
Baltimore-Washington Financial Advisors
Maryland
$266K +$11.6K +155 +5%
GAM
2045
Gemmer Asset Management
California
$265K +$28.4K +380 +13%
DA
2046
Dillon & Associates
Michigan
$260K
FLII
2047
First Long Island Investors
New York
$259K -$4.26K -57 -2%
LFA
2048
Legend Financial Advisors
Pennsylvania
$259K +$23.5K +314 +11%
ANTB
2049
AMG National Trust Bank
Colorado
$259K +$244K +3,261 New
JMH
2050
J.M. Hartwell
New York
$258K

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.