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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
SHCM
2051
Stokes & Hubbell Capital Management
Louisiana
$258K +$374 +5 +0.2%
Hudson Bay Capital Management
2052
Hudson Bay Capital Management
Connecticut
$258K +$243K +3,249 New
AQA
2053
Alpha Quant Advisors
Texas
$255K -$117K -1,562 -33%
DSI
2054
Daiwa SB Investments
Japan
$254K +$239K +3,196 New
TCCM
2055
Timber Creek Capital Management
Massachusetts
$253K -$47K -629 -16%
LC
2056
Lourd Capital
California
$252K -$392K -5,238 -62%
SCA
2057
STALEY CAPITAL ADVISERS
Pennsylvania
$252K -$91.4K -1,222 -28%
ACM
2058
Alethea Capital Management
Washington
$250K -$157K -2,096 -40%
RR
2059
Robotti Robert
$250K
EGM
2060
Engineers Gate Manager
New York
$250K +$235K +3,144 New
NC
2061
NewSquare Capital
Pennsylvania
$248K -$1.57K -21 -0.7%
DIM
2062
Delta Investment Management
California
$248K
TIM
2063
Triad Investment Management
California
$248K +$8.6K +115 +4%
WIA
2064
World Investment Advisors
California
$246K -$30.3K -405 -12%
HPIA
2065
Hamilton Point Investment Advisors
North Carolina
$245K
WDL
2066
Well Done LLC
Michigan
$244K +$12.9K +173 +6%
CG
2067
Corundum Group
Colorado
$243K -$532K -7,110 -70%
AAS
2068
Annex Advisory Services
Wisconsin
$243K -$15.3K -204 -6%
MA
2069
MONECO Advisors
Connecticut
$243K +$10.6K +142 +5%
F
2070
F3Logic
Minnesota
$243K +$231K +3,083 New
HC
2071
HNP Capital
New York
$242K -$1.87K -25 -0.8%
VRM
2072
Vectors Research Management
New York
$242K +$184K +2,464 +423%
GFA
2073
Gifford Fong Associates
California
$241K
RGIA
2074
Rainier Group Investment Advisory
Washington
$241K +$227K +3,036 New
RC
2075
Reik & Co
New York
$240K

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.