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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
MCG
2151
McCollum Christoferson Group
New York
$200K +$188K +2,515 New
CW
2152
CreativeOne Wealth
Kansas
$200K +$189K +2,524 New
BDWM
2153
Brewin Dolphin Wealth Management
Ireland
$198K
TCM
2154
Tradewinds Capital Management
Washington
$198K -$11.8K -158 -6%
PCA
2155
Peddock Capital Advisors
Massachusetts
$198K
SA
2156
SRH Advisors
Kansas
$196K
LWM
2157
Liberty Wealth Management
California
$196K +$9.72K +130 +6%
BFC
2158
Bedel Financial Consulting
Indiana
$193K
MWM
2159
Mascoma Wealth Management
New Hampshire
$191K -$24.5K -327 -12%
WCG
2160
Weaver Consulting Group
California
$191K +$182K +2,432 New
HGWM
2161
Harvest Group Wealth Management
Massachusetts
$190K +$179K +2,388 New
FMB
2162
Field & Main Bank
Kentucky
$187K +$176K +2,358 New
NSB
2163
Norway Savings Bank
Maine
$182K
EWM
2164
Elmwood Wealth Management
California
$177K -$3.96K -53 -2%
CAL
2165
Capital Advisors Ltd
Ohio
$177K
CA
2166
Centerpoint Advisors
Massachusetts
$173K
FMP
2167
Financial Management Professionals
Texas
$172K
TCM
2168
TD Capital Management
Tennessee
$172K +$748 +10 +0.5%
PGAM
2169
Princeton Global Asset Management
New Jersey
$170K +$47K +629 +41%
ACM
2170
AUA Capital Management
Pennsylvania
$169K
HCM
2171
Hilton Capital Management
New York
$168K -$161K -2,149 -50%
PB
2172
Pinnacle Bancorp
Nebraska
$166K -$20K -267 -11%
TJHA
2173
Thomas J. Herzfeld Advisors
Florida
$166K
CI
2174
Cowen Inc
New York
$166K +$157K +2,096 New
HIIFS
2175
Harel Insurance Investments & Financial Services
Israel
$158K -$171K -2,288 -54%

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.