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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
DRZID
376
DePrince Race & Zollo Inc (DRZ)
Florida
$24.9M -$7.65M -102,263 -25%
HPC
377
HM Payson & Co
Maine
$24.9M +$23.1M +309,193 +7,623%
Man Group
378
Man Group
United Kingdom
$24.8M -$4.89M -65,334 -17%
DIA
379
Dana Investment Advisors
Wisconsin
$24.6M +$15.3M +204,755 +194%
AG
380
Advisor Group
Arizona
$24.6M +$2.57M +34,387 +12%
BS
381
Banco Santander
Spain
$24.3M -$3.72M -49,683 -14%
WT
382
Whittier Trust
California
$23.9M +$50.4K +674 +0.2%
CIM
383
Corda Investment Management
Texas
$23.5M -$400K -5,348 -2%
OAG
384
Orbis Allan Gray
Bermuda
$23.2M -$32.2M -430,963 -60%
RMDI
385
R.M. Davis Inc
Maine
$23.1M -$125K -1,674 -0.6%
SI
386
Stephens Inc
Arkansas
$23.1M +$328K +4,382 +2%
TCM
387
Twin Capital Management
Pennsylvania
$23.1M +$207K +2,767 +1%
MIH
388
Madison Investment Holdings
Wisconsin
$22.9M -$5.86M -78,342 -21%
HCMNY
389
Howard Capital Management (New York)
New York
$22.8M +$794K +10,620 +4%
SAM
390
Securian Asset Management
Minnesota
$22.4M -$5.61K -75 -0%
MIFH
391
Migdal Insurance & Financial Holdings
Israel
$22.4M +$12.9M +172,552 +160%
FMLI
392
Fukoku Mutual Life Insurance
Japan
$22.3M
CC
393
Cannell & Co
New York
$22.2M -$4.42M -59,148 -17%
NRS
394
Neville Rodie & Shaw
New York
$22.2M -$372K -4,973 -2%
DFO
395
Duquesne Family Office
New York
$22.1M +$20.9M +279,082 New
BVDMP
396
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$22M
DP
397
Dearborn Partners
Illinois
$21.9M +$474K +6,339 +2%
BAM
398
Berkshire Asset Management
Pennsylvania
$21.5M -$45.8K -613 -0.2%
AIM
399
Alphinity Investment Management
Australia
$21.3M -$7.62M -101,903 -28%
RJT
400
Raymond James Trust
Florida
$21.2M -$430K -5,750 -2%

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.