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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
BC
2276
Barnett & Company
Tennessee
$10K +$4.49K +60 +88%
HH
2277
HWG Holdings
Texas
$8K
IAS
2278
IMA Advisory Services
Colorado
$8K +$1.95K +26 +33%
LFASL
2279
Lugano Financial Advisors SA (LFA)
Switzerland
$7K +$7.03K +94 New
CTB
2280
Country Trust Bank
Illinois
$5K -$4.56K -61 -48%
CT
2281
Chicago Trust
Illinois
$4.6K -$1.34M -17,976 -24%
LFG
2282
LifePlan Financial Group
Ohio
$4K -$524 -7 -13%
WAS
2283
Winch Advisory Services
Wisconsin
$4K +$3.96K +53 New
PG
2284
Proffitt & Goodson
Tennessee
$3K +$2.39K +32 New
C
2285
Cerebellum
California
$3K +$2.62K +35 New
PCIA
2286
Prime Capital Investment Advisors
Kansas
$3K +$2.69K +36 New
CF
2287
Centaurus Financial
California
$2.25K +$2.62K +35 +22%
CIR
2288
Clear Investment Research
Georgia
$2K
CIA
2289
CSat Investment Advisory
Michigan
$2K +$150 +2 +11%
SFFS
2290
Stonehage Fleming Financial Services
Jersey
$1.44K +$825K +11,025 +154%
TFA
2291
Transamerica Financial Advisors
Florida
$1K -$100K -1,342 -99%
CA
2292
Crewe Advisors
Utah
$1K +$524 +7 New
ACA
2293
Anchor Capital Advisors
Massachusetts
$359 -$43.2K -577 -11%
WA
2294
WP Advisors
California
$357 +$33.7K +450 New
BFG
2295
Beacon Financial Group
Texas
$356 -$337K -4,503 -50%
JPLA
2296
Joseph P. Lucia & Associates
New York
$326 +$2.07M +27,655 New
Millennium Management
2297
Millennium Management
New York
-$375M -5,141,579 Closed
TP
2298
Third Point
New York
-$212M -2,908,200 Closed
ELC
2299
Edgar Lomax Company
Virginia
-$40M -549,244 Closed
SC
2300
Samlyn Capital
New York
-$27.9M -382,539 Closed

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.