We are live on ! Find out more

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
GKIM
276
GW&K Investment Management
Massachusetts
$41.7M -$275K -3,677 -0.7%
GAM
277
Gotham Asset Management
New York
$41.2M +$3.55M +47,456 +10%
CT
278
Cambridge Trust
Massachusetts
$41M -$1.4M -18,675 -3%
DLA
279
Douglas Lane & Associates
New York
$41M -$1.17M -15,642 -3%
URS
280
Utah Retirement Systems
Utah
$40.9M -$168K -2,246 -0.4%
Two Sigma Advisers
281
Two Sigma Advisers
New York
$40.6M -$97.4M -1,302,036 -72%
PR
282
Payden & Rygel
California
$40.5M
XK
283
Xact Kapitalforvaltning
Sweden
$40.4M +$710K +9,491 +2%
JIM
284
Jupiter Investment Management
United Kingdom
$40.4M +$34.6M +463,021 +1,008%
OI
285
Oakbrook Investments
Illinois
$40.4M -$138K -1,850 -0.4%
Mackenzie Financial
286
Mackenzie Financial
Ontario, Canada
$39.9M -$44.5M -594,720 -54%
William Blair & Company
287
William Blair & Company
Illinois
$39.7M +$4.08M +54,607 +12%
Parallax Volatility Advisers
288
Parallax Volatility Advisers
California
$39.5M -$48.6M -650,143 -57%
Jane Street
289
Jane Street
New York
$39.3M +$31.4M +419,924 +557%
HCMT
290
Highland Capital Management (Tennessee)
Tennessee
$39M -$280K -3,742 -0.8%
TAM
291
Trillium Asset Management
Massachusetts
$38.9M -$54.9K -734 -0.1%
ERSOT
292
Employees Retirement System of Texas
Texas
$38.7M -$3.45M -46,103 -9%
PG
293
Pendal Group
Australia
$38.6M +$181K +2,423 +0.4%
WF
294
Welch & Forbes
Massachusetts
$38.2M -$1.51M -20,200 -4%
FAF
295
Första AP-fonden
Sweden
$37.1M +$10.8M +144,624 +45%
ADEF
296
Adams Diversified Equity Fund
Maryland
$36.7M
MA
297
MUFG Americas
New York
$36.2M -$170K -2,274 -0.5%
SAM
298
Silvercrest Asset Management
New York
$36.2M -$528K -7,058 -2%
FT
299
Fiduciary Trust
Massachusetts
$36.2M -$475K -6,354 -1%
FTIOP
300
Fiduciary Trust International of Pennsylvania
Pennsylvania
$36.1M +$210K +2,802 +0.6%

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.