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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
CJA
2251
C-J Advisory
California
$32K
NCM
2252
New Capital Management
Texas
$32K
GWA
2253
Guidant Wealth Advisors
Illinois
$29K +$3.74K +50 +16%
BL
2254
Balentine LLC
Georgia
$26K
CAGAS
2255
Capital Advisory Group Advisory Services
Minnesota
$26K
ICOM
2256
Investment Counselors of Maryland
Maryland
$26K
FRA
2257
Front Row Advisors
California
$26K +$5.54K +74 +29%
RWML
2258
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$24.9K
MIM
2259
Macroview Investment Management
Maryland
$24K
RFWA
2260
RPg Family Wealth Advisory
Massachusetts
$23.6K
JIP
2261
JBJ Investment Partners
South Carolina
$23K +$21.5K +288 New
KL
2262
KWMG LLC
Kansas
$21K +$2.17K +29 +12%
SFA
2263
Semmax Financial Advisors
North Carolina
$21K +$14K +187 +228%
FA
2264
Financial Advantage
Maryland
$19K -$4.21M -56,263 -100%
1NWS
2265
1 North Wealth Services
Maryland
$19K -$2.54K -34 -12%
AS
2266
Altshuler Shaham
Israel
$19K +$10.1K +135 +124%
JAM
2267
JCIC Asset Management
Ontario, Canada
$19K +$17.7K +237 New
HS
2268
Horan Securities
United States
$18K
PCMK
2269
Paragon Capital Management (Kansas)
Kansas
$18K +$17K +227 New
PCA
2270
Providence Capital Advisors
North Carolina
$17K -$31.3K -419 -67%
AWMS
2271
Advocacy Wealth Management Services
Georgia
$17K +$150 +2 +1%
SCA
2272
Stuart Chaussee & Associates
California
$15K
WCMN
2273
Westchester Capital Management (Nebraska)
Nebraska
$13K
FFW
2274
Fusion Family Wealth
New York
$11K -$33.3K -445 -76%
IDBONY
2275
Israel Discount Bank of New York
New York
$11K

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.