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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
PI
2326
PEAK6 Investments
Illinois
-$993K -13,277 Closed
HT
2327
HAP Trading
New York
-$944K -12,628 Closed
EIA
2328
Edgemoor Investment Advisors
Maryland
-$910K -12,476 Closed
TC
2329
Trilogy Capital
California
-$757K -10,383 Closed
BCM
2330
Bluefin Capital Management
New York
-$729K -9,746 Closed
QC
2331
Quadrature Capital
United Kingdom
-$673K -9,226 Closed
HCC
2332
Hirtle Callaghan & Co
Pennsylvania
-$649K -8,908 Closed
BA
2333
Bristol Advisors
Pennsylvania
-$642K -8,803 Closed
MWP
2334
Moller Wealth Partners
-$540K -7,714 Closed
TSS
2335
Two Sigma Securities
New York
-$563K -7,526 Closed
ANBT
2336
American National Bank & Trust
Texas
-$520K -7,132 Closed
MTCM
2337
Mint Tower Capital Management
Netherlands
-$502K -6,707 Closed
AAP
2338
Ardsley Advisory Partners
Connecticut
-$458K -6,288 Closed
KAM
2339
Kazazian Asset Management
Florida
-$372K -5,108 Closed
HCM
2340
HMS Capital Management
Tennessee
-$368K -5,046 Closed
ST
2341
Sentinel Trust
Texas
-$356K -4,875 Closed
SCA
2342
Sage Capital Advisors
South Dakota
-$346K -4,753 Closed
FRM
2343
Fox Run Management
Connecticut
-$342K -4,690 Closed
LCS
2344
Levin Capital Strategies
New York
-$322K -4,413 Closed
FPCP
2345
Fort Point Capital Partners
California
-$293K -4,020 Closed
PHAM
2346
Palisades Hudson Asset Management
Florida
-$292K -4,005 Closed
FTI
2347
Fiduciary Trust International
Massachusetts
-$283K -3,877 Closed
SL
2348
Signition LP
New York
-$268K -3,674 Closed
RPGK
2349
Retirement Planning Group (Kansas)
Kansas
-$267K -3,655 Closed
IP
2350
Isthmus Partners
Wisconsin
-$260K -3,560 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.