We are live on ! Find out more

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
MUS
2201
Mitsubishi UFJ Securities
Japan
$98K +$92.5K +1,237 New
CT
2202
Clearstead Trust
Maine
$97K -$32.4K -433 -26%
WCM
2203
WealthBridge Capital Management
Ohio
$96K -$52.4K -701 -35%
QT
2204
Quantamental Technologies
New York
$95K -$21.8K -292 -20%
AIM
2205
Arcadia Investment Management
Michigan
$91K
ME
2206
McIlrath & Eck
Washington
$91K +$8.9K +119 +12%
GT
2207
Glenmede Trust
Pennsylvania
$89.4K +$786K +10,513 +0.9%
MFW
2208
Mosaic Family Wealth
Missouri
$85K +$75 +1 +0.1%
IFA
2209
Interactive Financial Advisors
Illinois
$83K +$78.4K +1,048 New
MAM
2210
Marquette Asset Management
Minnesota
$82K +$77.6K +1,038 New
PWM
2211
PRW Wealth Management
Massachusetts
$81K +$32.5K +435 +76%
HR
2212
Howe & Rusling
New York
$79K -$24.3K -325 -25%
AIS
2213
Accurate Investment Solutions
Pennsylvania
$79K +$224 +3 +0.3%
KFS
2214
Kelly Financial Services
Massachusetts
$78.1K +$73.7K +985 New
NIM
2215
NuWave Investment Management
New Jersey
$78K -$88.4K -1,182 -55%
IP
2216
Intellectus Partners
California
$76K
ST
2217
Sageworth Trust
Pennsylvania
$75K +$69.7K +932 +6,657%
HL
2218
Harding Loevner
New Jersey
$73K
FGAM
2219
Financial Gravity Asset Management
Texas
$72K +$68K +909 New
IC
2220
Inscription Capital
Texas
$71K -$40.4K -540 -38%
AP
2221
Arlington Partners
Alabama
$69K
CCM
2222
Copeland Capital Management
Pennsylvania
$69K +$2.02K +27 +3%
TA
2223
Thor Advisors
New York
$69K +$64.8K +867 New
RCM
2224
Requisite Capital Management
Texas
$69K +$65.1K +871 New
LPWM
2225
Lake Point Wealth Management
Texas
$67K -$55.9K -748 -47%

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.