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
BCIM
301
Black Creek Investment Management
Ontario, Canada
$35.6M -$1.39M -18,549 -4%
UB
302
UMB Bank
Missouri
$35.2M +$14.6M +195,590 +79%
AIM
303
Achmea Investment Management
Netherlands
$35.2M +$408K +5,449 +1%
FCI
304
Financial Counselors Inc
Kansas
$34.9M +$142K +1,894 +0.4%
NAM
305
Nissay Asset Management
Japan
$34.6M -$3.38M -45,205 -9%
BGC
306
Beutel, Goodman & Co
Ontario, Canada
$34.3M +$711K +9,503 +2%
KAM
307
Krensavage Asset Management
New York
$34.3M -$1.36M -18,139 -4%
SDIC
308
South Dakota Investment Council
South Dakota
$34.3M -$2.18M -29,103 -6%
CLOS
309
Compagnie Lombard Odier SCmA
Switzerland
$34.2M +$447K +5,971 +1%
Acadian Asset Management
310
Acadian Asset Management
Massachusetts
$34M -$37.4M -500,332 -54%
ZIC
311
ZWJ Investment Counsel
Georgia
$33.8M -$5.42M -72,461 -15%
SOADOR
312
State of Alaska Department of Revenue
Alaska
$33.5M -$2.03M -27,079 -6%
Mitsubishi UFJ Asset Management
313
Mitsubishi UFJ Asset Management
Japan
$33.2M +$1.41M +18,887 +5%
WB
314
WesBanco Bank
West Virginia
$32.8M -$400K -5,352 -1%
MOACM
315
Mutual of America Capital Management
New York
$32.8M -$2.51M -33,542 -8%
NMIMC
316
Northwestern Mutual Investment Management Company
Wisconsin
$32.6M -$154K -2,062 -0.5%
CTA
317
Carillon Tower Advisers
Florida
$32.4M +$11.3M +150,715 +58%
SAM
318
Shell Asset Management
Netherlands
$32.4M -$2.04M -27,328 -6%
HNB
319
Huntington National Bank
Ohio
$32.3M -$1.27M -16,924 -4%
BAMF
320
BI Asset Management Fondsmaeglerselskab
Denmark
$32.3M +$6.44M +86,105 +27%
CWM
321
Circle Wealth Management
New Jersey
$32.2M +$28.9M +385,923 +1,907%
WI
322
Wafra Inc
New York
$32.1M
MHC
323
Meyer Handelman Company
New York
$32.1M -$58.8K -786 -0.2%
SF
324
Synovus Financial
Georgia
$32.1M -$165K -2,209 -0.5%
Creative Planning
325
Creative Planning
Kansas
$32M +$13.2K +177 +0%

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.