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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
B
351
BP
United Kingdom
$28.6M
TF
352
TIAA FSB
Florida
$28.4M +$7.07M +94,477 +36%
CIP
353
Chartwell Investment Partners
Pennsylvania
$28.2M +$625K +8,350 +2%
AB
354
Amalgamated Bank
New York
$28M +$811K +10,846 +3%
FRM
355
Foundation Resource Management
Arkansas
$27.7M -$951K -12,720 -4%
CWG
356
C WorldWide Group
Denmark
$27.4M
GD
357
Grandfield & Dodd
New York
$27.4M -$423K -5,655 -2%
TAF
358
Tredje AP-fonden
Sweden
$27.3M +$1.46M +19,549 +6%
Cambridge Investment Research Advisors
359
Cambridge Investment Research Advisors
Iowa
$27.1M -$1.63M -21,842 -6%
BBHC
360
Brown Brothers Harriman & Co
New York
$26.8M -$355K -4,750 -1%
BAPIM
361
British Airways Pensions Investment Management
United Kingdom
$26.7M
WPC
362
Waters Parkerson & Co
Louisiana
$26.6M +$153K +2,050 +0.6%
CFB
363
Cullen/Frost Bankers
Texas
$26.5M +$2.04M +27,230 +9%
AIM
364
Artemis Investment Management
United Kingdom
$26.4M +$16.1M +215,394 +183%
NC
365
Nicholas Company
Wisconsin
$26.4M
RA
366
Rovida Advisors
Florida
$26.4M
CPSAC
367
Chas P. Smith & Associates (CPS)
Florida
$26.3M -$1.35M -18,069 -5%
CBOA
368
Commonwealth Bank of Australia
Australia
$26.3M -$658K -8,803 -3%
AHB
369
Abner Herrman & Brock
New Jersey
$26.2M +$244K +3,263 +1%
LTFS
370
Ladenburg Thalmann Financial Services
Florida
$26.2M +$1.08M +14,483 +5%
ISL
371
Ingalls & Snyder LLC
New York
$25.2M -$409K -5,474 -2%
CIBC World Market
372
CIBC World Market
Ontario, Canada
$25.2M +$2.1M +28,113 +10%
OC
373
Oppenheimer & Co
New York
$25M +$625K +8,359 +3%
CL
374
Chubb Ltd
Switzerland
$25M
VMPIC
375
Varma Mutual Pension Insurance Co
Finland
$25M +$7.84M +104,800 +50%

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.