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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
IWP
2176
Icon Wealth Partners
Texas
$153K -$748 -10 -0.5%
HMS
2177
Hanseatic Management Services
New Mexico
$152K +$144K +1,921 New
LWA
2178
Lenox Wealth Advisors
New York
$138K +$374 +5 +0.3%
AC
2179
Avestar Capital
New York
$131K +$5.91K +79 +5%
CWM
2180
Catamount Wealth Management
Connecticut
$129K +$102K +1,362 +520%
APC
2181
Aspire Private Capital
North Carolina
$127K +$63.5K +849 +112%
IR
2182
IAT Reinsurance
New York
$124K
ACA
2183
Atlas Capital Advisors
Wyoming
$123K -$3.59K -48 -3%
RAM
2184
Riggs Asset Management
Pennsylvania
$120K +$11.7K +157 +12%
LB
2185
Legacy Bridge
Iowa
$119K
WAS
2186
WESPAC Advisors SoCal
California
$118K -$47.4K -634 -30%
BDS
2187
Banco de Sabadell
Florida
$116K
BCM
2188
Blume Capital Management
California
$116K
SHJ
2189
Sharkey, Howes & Javer
Colorado
$115K -$17.4K -233 -14%
GWMIA
2190
Global Wealth Management Investment Advisory
Florida
$114K +$16.6K +222 +18%
BEI
2191
Benjamin Edwards Inc
Missouri
$112K +$106K +1,411 New
PCFFS
2192
Pacific Center for Financial Services
California
$110K
LPC
2193
Loeb Partners Corp
New York
$104K -$7.85K -105 -7%
EARNEST Partners
2194
EARNEST Partners
Georgia
$104K
EIM
2195
Essex Investment Management
Massachusetts
$104K
AWM
2196
Aevitas Wealth Management
Massachusetts
$103K -$8.3K -111 -8%
LWA
2197
Lowe Wealth Advisors
Maryland
$103K
NWM
2198
Northwest Wealth Management
Iowa
$102K
CFD
2199
Creative Financial Designs
Indiana
$102K +$19.8K +265 +26%
VC
2200
Vestor Capital
Illinois
$101K +$15.6K +209 +20%

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.