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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
IF
2226
Ironwood Financial
Arizona
$67K +$524 +7 +0.8%
AA
2227
Advisory Alpha
Michigan
$66.6K +$66.6K +891 New
LWM
2228
Lenox Wealth Management
Ohio
$63K
OFS
2229
Orrstown Financial Services
Pennsylvania
$63K
SCM
2230
Shelton Capital Management
Colorado
$60.2K -$2.32M -31,059 -86%
CIM
2231
Contravisory Investment Management
Massachusetts
$60K +$5.01K +67 +10%
AP
2232
Atwood & Palmer
Missouri
$58K
DOA
2233
D'Orazio & Associates
Virginia
$58K +$7.78K +104 +17%
ST
2234
Somerset Trust
Pennsylvania
$58K +$41.5K +555 +312%
AA
2235
AlphaMark Advisors
Kentucky
$54K
NCM
2236
Northstar Capital Management
New York
$50K
CWA
2237
Clarus Wealth Advisors
Arizona
$50K +$374 +5 +0.8%
NCM
2238
Next Capital Management
New York
$49K +$26.3K +351 +134%
BHWM
2239
Bay Harbor Wealth Management
Maryland
$48K +$37.4K +500 +476%
MFT
2240
Moisand Fitzgerald Tamayo
Florida
$47K
FWC
2241
First Washington Corp
Washington
$46K
MIP
2242
Mondrian Investment Partners
United Kingdom
$44K
SL
2243
Salomon & Ludwin
Virginia
$44K +$1.95K +26 +5%
DWA
2244
Dougherty Wealth Advisers
Minnesota
$42K
BCI
2245
Brinker Capital Investments
Pennsylvania
$40K -$29.4K -393 -44%
WCM
2246
Wealthcare Capital Management
Virginia
$38K
CMBA
2247
C.M. Bidwell & Associates
Hawaii
$38K +$35.7K +477 New
HWM
2248
Holloway Wealth Management
Florida
$37K
BAMG
2249
Brand Asset Management Group
Missouri
$37K +$34.7K +464 New
CPA
2250
Cowen Prime Advisors
New York
$33K

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.