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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
BFS
251
Bradley Foster & Sargent
Connecticut
$50.8M -$903K -12,079 -2%
DADC
252
D.A. Davidson & Co
Montana
$50.4M -$1.85M -24,670 -4%
GLA
253
Great Lakes Advisors
Illinois
$50.2M -$23.3M -311,426 -33%
CBT
254
Capital Bank & Trust
California
$48.8M +$2.52M +33,693 +6%
WorldQuant Millennium Advisors
255
WorldQuant Millennium Advisors
New York
$48.8M +$4.21M +56,349 +10%
FWIA
256
Fort Washington Investment Advisors
Ohio
$48.8M -$8.74M -116,893 -16%
UCFA
257
United Capital Financial Advisors
Texas
$48.5M -$62.4K -834 -0.1%
Mariner
258
Mariner
Kansas
$47.8M +$13.7M +183,298 +33%
NLI
259
Nippon Life Insurance
Japan
$47.2M
BCM
260
Becker Capital Management
Oregon
$46.7M -$1.92M -25,727 -4%
WFMPM
261
Woodley Farra Manion Portfolio Management
Indiana
$46.7M -$506K -6,760 -1%
GC
262
Guggenheim Capital
Illinois
$46.6M -$9.73M -130,121 -18%
PWLP
263
Prio Wealth Limited Partnership
Massachusetts
$46.6M -$577K -7,720 -1%
VRS
264
Virginia Retirement Systems
Virginia
$46.5M +$541K +7,231 +1%
PGFC
265
Peapack-Gladstone Financial Corp
New Jersey
$46.4M -$77K -1,030 -0.2%
TRSOTSOK
266
Teachers Retirement System of the State of Kentucky
Kentucky
$46M +$11.5M +153,755 +36%
SW
267
SVB Wealth
Massachusetts
$45.7M -$1.42M -19,034 -3%
PA
268
Pinnacle Associates
New York
$45.6M -$2.42M -32,331 -5%
ASRS
269
Arizona State Retirement System
Arizona
$45.4M -$4.11M -54,899 -9%
AAM
270
Advisors Asset Management
Colorado
$44.8M -$8.42M -112,572 -17%
Truist Financial
271
Truist Financial
North Carolina
$44.6M +$1.34M +17,882 +3%
CM
272
Castleark Management
Illinois
$44.4M +$17.9M +239,852 +75%
PFC
273
Poplar Forest Capital
California
$43.9M -$573K -7,661 -1%
HTC
274
Haverford Trust Company
Pennsylvania
$43.6M +$741K +9,911 +2%
TPSF
275
Texas Permanent School Fund
Texas
$41.8M -$1.64M -21,875 -4%

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.