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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
BNP Paribas Financial Markets
226
BNP Paribas Financial Markets
France
$57.7M -$72.8M -973,389 -57%
CAM
227
ClariVest Asset Management
California
$57M -$3.64M -48,632 -6%
Bank of Nova Scotia
228
Bank of Nova Scotia
Ontario, Canada
$57M -$2.55M -34,132 -5%
BHIA
229
Birch Hill Investment Advisors
Massachusetts
$56.7M -$236K -3,158 -0.4%
NPA
230
Nichols & Pratt Advisers
Massachusetts
$56.4M -$155K -2,074 -0.3%
ORIO
231
Old Republic International (ORI)
Illinois
$56.3M
LPL Financial
232
LPL Financial
California
$56M +$3.81M +50,983 +8%
AAP
233
Aristotle Atlantic Partners
Florida
$55.8M -$784K -10,480 -1%
NB
234
Norinchukin Bank
Japan
$55.7M -$542K -7,248 -1%
CIP
235
Cornerstone Investment Partners
Georgia
$55.3M -$1.31M -17,469 -2%
Los Angeles Capital Management
236
Los Angeles Capital Management
California
$54.9M -$32.1M -428,929 -38%
MSL
237
Mackay Shields LLC
New York
$54.6M -$1.82M -24,378 -3%
ZIG
238
Zurich Insurance Group
Switzerland
$54.6M +$15.7M +209,291 +44%
RCM
239
Radnor Capital Management
Pennsylvania
$54.3M -$2.59M -34,647 -5%
STMM
240
South Texas Money Management
Texas
$53.5M -$356K -4,759 -0.7%
KCM
241
Kornitzer Capital Management
Kansas
$53.4M -$581K -7,764 -1%
GVI
242
Green Valley Investors
Delaware
$53.1M
DnB Asset Management
243
DnB Asset Management
Norway
$52.4M +$920K +12,295 +2%
GIBU
244
Gulf International Bank (UK)
United Kingdom
$52.2M -$914K -12,225 -2%
MCIM
245
Meadow Creek Investment Management
Georgia
$51.9M +$7.4M +98,982 +18%
BTW
246
Boston Trust Walden
Massachusetts
$51.6M +$1.1M +14,745 +2%
ProShare Advisors
247
ProShare Advisors
Maryland
$51.5M +$933K +12,471 +2%
GF
248
Gabelli Funds
New York
$51.3M -$6.04M -80,696 -11%
CI
249
Conning Inc
Connecticut
$51.2M -$2.78M -37,199 -5%
MSE
250
MUFG Securities EMEA
United Kingdom
$51M +$48.1M +643,161 New

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.