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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
NP
2101
NS Partners
United Kingdom
$225K
CANY
2102
Caxton Associates (New York)
New York
$225K +$212K +2,837 New
CIA
2103
Cascade Investment Advisors
Oregon
$224K -$11.7K -157 -5%
KCM
2104
Kendall Capital Management
Maryland
$224K -$31K -414 -13%
MWC
2105
MBM Wealth Consultants
Missouri
$224K
RA
2106
Riverstone Advisors
Texas
$224K
ATIA
2107
American Trust Investment Advisors
New Hampshire
$223K -$19.6K -262 -9%
EI
2108
Ellevest Inc
New York
$223K -$7.55K -101 -3%
KFA
2109
Kays Financial Advisory
Georgia
$223K +$210K +2,805 New
FNBOSM
2110
First National Bank of South Miami
Florida
$222K -$18.8K -252 -8%
QAM
2111
QCI Asset Management
New York
$221K -$40.8K -545 -16%
FA
2112
FCG Advisors
New Jersey
$221K -$19.1K -255 -8%
VLC
2113
Van Leeuwen & Company
New Jersey
$221K -$3.52K -47 -2%
TIA
2114
Tandem Investment Advisors
South Carolina
$219K +$207K +2,766 New
LFG
2115
Larson Financial Group
Missouri
$217K +$972 +13 +0.5%
SFWC
2116
Strategic Family Wealth Counselors
New Jersey
$217K +$204K +2,733 New
M
2117
Mirova
France
$215K +$60.4K +808 +43%
ACA
2118
Aptus Capital Advisors
Alabama
$213K +$201K +2,691 New
TIA
2119
Traphagen Investment Advisors
New Jersey
$212K +$200K +2,676 New
GI
2120
Glovista Investments
New Jersey
$212K -$247K -3,302 -55%
AIM
2121
Alambic Investment Management
California
$212K -$25.1K -336 -11%
FC
2122
Fayerweather Charles
$211K -$110K -1,467 -36%
CWM
2123
Cabot Wealth Management
Massachusetts
$211K -$52.1K -696 -21%
ABTD
2124
Arvest Bank Trust Division
Oklahoma
$211K +$198K +2,650 New
HC
2125
Hamilton Capital
Ohio
$211K +$199K +2,655 New

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.