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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
NWS
2076
Newport Wealth Strategies
California
$239K -$16.5K -220 -7%
POIA
2077
Pin Oak Investment Advisors
Texas
$239K
JFA
2078
Johanson Financial Advisors
California
$238K +$225K +3,014 New
ATFA
2079
All Terrain Financial Advisors
Minnesota
$236K -$31.3K -419 -12%
RWM
2080
RKL Wealth Management
Pennsylvania
$236K +$4.79K +64 +2%
JCM
2081
Jag Capital Management
Missouri
$236K +$223K +2,979 New
CPA
2082
Clear Perspective Advisors
Illinois
$235K
MPW
2083
MA Private Wealth
California
$234K +$449 +6 +0.2%
B
2084
Bellecapital
Switzerland
$233K
I2I
2085
Insight 2811 Inc
Illinois
$233K
FUBT
2086
First United Bank & Trust
Maryland
$233K +$4.34K +58 +2%
SPL
2087
Smart Portfolios LLC
Washington
$233K +$7.55K +101 +4%
AIA
2088
Arbor Investment Advisors
North Carolina
$233K +$220K +2,941 New
RP
2089
Rice Partnership
Hawaii
$232K -$2.09K -28 -0.9%
GRQ
2090
Gardner Russo & Quinn
Pennsylvania
$232K
NIC
2091
Northwest Investment Counselors
Oregon
$232K
SPI
2092
Santori & Peters Inc
Pennsylvania
$232K +$8.68K +116 +4%
WA
2093
WBH Advisory
Maryland
$232K +$13.3K +178 +0.8%
PPW
2094
Pasadena Private Wealth
California
$232K +$218K +2,919 New
SFA
2095
Stewardship Financial Advisors
Georgia
$230K
SAM
2096
Summit Asset Management
Tennessee
$230K
I
2097
INVST
Indiana
$229K +$216K +2,887 New
VCM
2098
Versant Capital Management
Arizona
$227K -$3.44K -46 -2%
SIA
2099
Strategic Investment Advisors
Michigan
$227K +$214K +2,866 New
PAMG
2100
Patton Albertson Miller Group
Tennessee
$226K -$3.89K -52 -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.