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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
SICM
2351
Sustainable Insight Capital Management
New York
-$252K -3,458 Closed
PFA
2352
Paradigm Financial Advisors
Missouri
-$236K -3,239 Closed
SIP
2353
Stoneridge Investment Partners
Pennsylvania
-$233K -3,195 Closed
ZDA
2354
Zweig-DiMenna Associates
New York
-$229K -3,144 Closed
TF
2355
TimeScale Financial
Massachusetts
-$221K -3,027 Closed
BRA
2356
Biechele Royce Advisors
Indiana
-$220K -3,023 Closed
PC
2357
Periscope Capital
Ontario, Canada
-$219K -3,001 Closed
WANY
2358
Wealthspire Advisors (New York)
New York
-$178K -2,442 Closed
W
2359
WealthOne
New York
-$149K -2,051 Closed
TWMP
2360
Taylor Wealth Management Partners
Massachusetts
-$138K -1,893 Closed
PFC
2361
Phocas Financial Corp
California
-$132K -1,813 Closed
AIP
2362
Almanack Investment Partners
Pennsylvania
-$132K -1,794 Closed
PA
2363
Perennial Advisors
New York
-$113K -1,555 Closed
KCM
2364
Karp Capital Management
California
-$110K -1,505 Closed
EWA
2365
ERTS Wealth Advisors
Michigan
-$100K -1,376 Closed
AP
2366
Advisors Preferred
Maryland
-$66K -907 Closed
SFA
2367
Spectrum Financial Alliance
Kentucky
-$30K -419 Closed
STB
2368
S&T Bank
Pennsylvania
-$25K -343 Closed
BCM
2369
Brasada Capital Management
Texas
-$16K -218 Closed
WAM
2370
Wolverine Asset Management
Illinois
-$14K -194 Closed
BSG
2371
Black Swift Group
Colorado
-$7K -97 Closed
GSC
2372
G&S Capital
Colorado
-$6K -84 Closed
SGS
2373
Sterling Global Strategies
California
-$5.73K -79 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.