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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
SCI
326
S&CO Inc
Massachusetts
$32M -$30.2K -404 -0.1%
QI
327
QS Investors
New York
$31.7M +$7.16M +95,754 +31%
SFM
328
Sphera Funds Management
Israel
$31.4M -$7.45M -99,560 -20%
DCM
329
Dupont Capital Management
Delaware
$31.3M +$3.28M +43,867 +13%
ST
330
Sabal Trust
Florida
$30.9M -$959K -12,827 -3%
PNC
331
Park National Corp
Ohio
$30.8M -$3.41M -45,555 -11%
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$30.8M +$447K +5,975 +2%
DILIC
333
Dai-ichi Life Insurance Company
Japan
$30.7M +$510K +6,815 +2%
MSA
334
Mason Street Advisors
Wisconsin
$30.6M +$128K +1,708 +0.4%
GG
335
Gofen & Glossberg
Illinois
$30.6M -$322K -4,304 -1%
N
336
Nuveen
North Carolina
$30.6M +$7.93M +105,967 +38%
OAM
337
Oppenheimer Asset Management
New York
$30.5M -$284K -3,802 -1%
WIC
338
Willis Investment Counsel
Georgia
$30.4M -$4.89M -65,364 -19%
CA
339
Commerzbank Aktiengesellschaft
Germany
$30.4M -$1.09M -14,547 -4%
RCM
340
Riverhead Capital Management
Delaware
$30.1M +$13.6M +181,926 +92%
MLICM
341
Metropolitan Life Insurance Company (MetLife)
New York
$30.1M -$1.42M -19,028 -5%
BC
342
Bruce & Co
Illinois
$29.9M
WBC
343
Westpac Banking Corp
Australia
$29.6M -$88K -1,176 -0.3%
MGM
344
Miura Global Management
New York
$29.5M -$5.49M -73,360 -16%
Carson Wealth (CWM LLC)
345
Carson Wealth (CWM LLC)
Nebraska
$29.4M +$27.4M +365,709 +1,188%
PI
346
PineBridge Investments
New York
$29.4M +$15.2M +203,029 +121%
KFC
347
Klingenstein Fields & Co
New York
$29.4M -$8.74M -116,852 -24%
EB
348
Eastern Bank
Massachusetts
$29M +$640K +8,553 +2%
HIMCH
349
Hartford Investment Management Co (HIMCO)
Connecticut
$29M +$385K +5,147 +1%
Rockefeller Capital Management
350
Rockefeller Capital Management
New York
$28.9M +$5.43M +72,556 +25%

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.