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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
CCM
2126
Compass Capital Management
Minnesota
$211K +$199K +2,664 New
VFPI
2127
Vantage Financial Partners (Illinois)
Illinois
$210K +$198K +2,646 New
CWM
2128
Campbell Wealth Management
Virginia
$209K -$59.4K -794 -23%
FAT
2129
First American Trust
California
$208K -$58.9K -787 -23%
AACR
2130
ACR Alpine Capital Research
Missouri
$208K +$598 +8 +0.3%
GFS
2131
GYL Financial Synergies
Connecticut
$208K +$196K +2,620 New
OAM
2132
Oak Asset Management
California
$208K +$196K +2,625 New
IUHSA
2133
Itau Unibanco Holding S.A.
Brazil
$207K
CAAS
2134
Capital Asset Advisory Services
Michigan
$207K +$195K +2,611 New
HCM
2135
Harvey Capital Management
Florida
$207K +$196K +2,620 New
IWA
2136
Intercontinental Wealth Advisors
Texas
$206K +$11K +147 +6%
CBOR
2137
Community Bank of Raymore
Missouri
$206K +$193K +2,583 New
ABP
2138
Arthur B. Page
$206K +$194K +2,593 New
WAM
2139
Weiss Asset Management
Massachusetts
$206K +$194K +2,598 New
BP
2140
BBR Partners
New York
$205K -$38.6K -516 -17%
PWA
2141
Providence Wealth Advisors
Illinois
$205K +$192K +2,568 New
KF
2142
Krilogy Financial
Missouri
$205K +$193K +2,577 New
MWM
2143
Meridian Wealth Management
Kentucky
$205K +$193K +2,583 New
MS
2144
Marshall & Sullivan
Washington
$204K +$192K +2,568 New
LFGH
2145
Lee Financial Group Hawaii
Hawaii
$203K +$191K +2,552 New
CAG
2146
Csenge Advisory Group
Florida
$201K -$72.5K -969 -28%
VCM
2147
Virtue Capital Management
Tennessee
$201K -$20K -268 -10%
SAS
2148
Stelac Advisory Services
New York
$201K
ACP
2149
Aveo Capital Partners
Colorado
$201K +$189K +2,531 New
CWM
2150
Cranbrook Wealth Management
Michigan
$200K

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.