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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
Impax Asset Management Group
401
Impax Asset Management Group
United Kingdom
$21.1M +$2.82M +37,662 +16%
GAM
402
Guinness Asset Management
United Kingdom
$21.1M
CEP
403
Chicago Equity Partners
Illinois
$21M -$1.42M -18,979 -7%
CIBC Asset Management
404
CIBC Asset Management
Ontario, Canada
$20.9M +$648K +8,667 +3%
CCMD
405
Cypress Capital Management (Delaware)
Delaware
$20.9M -$4.06M -54,302 -17%
AC
406
Allstate Corporation
Illinois
$20.8M -$32.8K -439 -0.2%
SMDAM
407
Sumitomo Mitsui DS Asset Management
Japan
$20.7M +$327K +4,370 +2%
CA
408
Cornerstone Advisors
North Carolina
$20.4M +$8.39M +112,136 +77%
BC
409
Blackhill Capital
New Jersey
$20.4M +$54.9K +734 +0.3%
VDI
410
Vaughan David Investments
Illinois
$20.3M +$599K +8,009 +3%
BSA
411
Braun Stacey Associates
New York
$20.3M +$41.3K +552 +0.2%
PWP
412
Private Wealth Partners
California
$20.1M +$383K +5,122 +2%
HIMC
413
Heritage Investors Management Corp
Maryland
$20.1M -$396K -5,290 -2%
HFS
414
HL Financial Services
Kentucky
$20.1M +$701K +9,366 +4%
MCM
415
McKinley Capital Management
Alaska
$20M +$685K +9,154 +4%
SCA
416
Stillwater Capital Advisors
Pennsylvania
$19.9M -$452K -6,050 -2%
SPIA
417
Steward Partners Investment Advisory
New York
$19.5M +$3.49M +46,654 +23%
Pacer Advisors
418
Pacer Advisors
Pennsylvania
$19.4M +$18.2M +243,212 +29,989%
CI Investments Inc
419
CI Investments Inc
Ontario, Canada
$19.1M -$2.72M -36,422 -13%
PWAG
420
Polaris Wealth Advisory Group
California
$19M +$17.9M +239,653 New
A
421
AustralianSuper
Australia
$19M +$8.37M +111,926 +87%
SG Americas Securities
422
SG Americas Securities
New York
$19M -$402K -5,378 -2%
TB
423
Terril Brothers
Missouri
$19M -$741K -9,901 -4%
KWILP
424
Kiwi Wealth Investments Limited Partnership
New Zealand
$18.9M +$1.56M +20,835 +10%
ELI
425
Empire Life Investments
Ontario, Canada
$18.7M -$14.3K -191 -0.1%

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.