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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
BMO
426
Beck Mack & Oliver
New York
$18.5M -$633K -8,459 -3%
Marshall Wace
427
Marshall Wace
United Kingdom
$18.3M +$6.75M +90,295 +64%
MC
428
Martin Currie
United Kingdom
$18.2M -$11.9M -158,911 -41%
ANI
429
American National Insurance
Texas
$18.2M
DG
430
Delek Group
Israel
$18.2M -$3.89K -52 -0%
NMERB
431
New Mexico Educational Retirement Board
New Mexico
$18M -$752K -10,061 -4%
BF
432
BOK Financial
Oklahoma
$18M -$403K -5,382 -2%
MNBTD
433
Moody National Bank Trust Division
Texas
$17.9M -$91.2K -1,219 -0.5%
PAG
434
Private Advisor Group
New Jersey
$17.8M +$667K +8,913 +4%
ACM
435
Azimuth Capital Management
Michigan
$17.7M -$738K -9,873 -4%
FNT
436
First National Trust
Pennsylvania
$17.6M -$231K -3,088 -1%
Verition Fund Management
437
Verition Fund Management
Connecticut
$17.5M +$16.5M +221,001 New
AJ
438
Ashburton (Jersey)
Jersey
$17.4M -$1.52M -20,387 -8%
WIC
439
Wilkins Investment Counsel
Massachusetts
$17.4M -$346K -4,627 -2%
KA
440
KLCM Advisors
Wisconsin
$17.4M -$6.28M -83,985 -28%
PAM
441
Private Asset Management
California
$17.4M -$282K -3,764 -2%
TU
442
TDAM USA
Ontario, Canada
$17.3M +$350K +4,686 +2%
GGI
443
Godsey & Gibb Inc
Virginia
$17.2M -$126K -1,686 -0.8%
LOAMS
444
Lombard Odier Asset Management (Switzerland)
Switzerland
$17.2M +$450K +6,018 +3%
TH
445
TCTC Holdings
Texas
$17.1M
CK
446
Cohen Klingenstein
New York
$17.1M +$9.24M +123,480 +135%
PSUF
447
People's United Financial
Connecticut
$17.1M +$691K +9,245 +4%
FNBT
448
FineMark National Bank & Trust
Florida
$16.9M -$55K -735 -0.3%
RIM
449
Redpoint Investment Management
Australia
$16.8M +$87.6K +1,171 +0.6%
GMI
450
Greystone Managed Investments
Saskatchewan, Canada
$16.7M -$1.19M -15,926 -7%

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.