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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
ClearBridge Investments
26
ClearBridge Investments
New York
$1.08B -$28.9M -386,968 -3%
Jennison Associates
27
Jennison Associates
New York
$1.07B -$231M -3,082,369 -19%
AQR Capital Management
28
AQR Capital Management
Connecticut
$1.04B -$44.1M -589,049 -4%
Macquarie Group
29
Macquarie Group
Australia
$1.03B -$44.1M -588,988 -4%
Charles Schwab
30
Charles Schwab
California
$1.02B +$39.3M +524,821 +4%
AllianceBernstein
31
AllianceBernstein
Tennessee
$958M +$17.3M +231,469 +2%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$924M +$254M +3,399,793 +41%
PPA
33
Parametric Portfolio Associates
Washington
$900M +$40.4M +540,074 +5%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$863M -$8.66M -115,820 -1%
Massachusetts Financial Services
35
Massachusetts Financial Services
Massachusetts
$855M +$301K +4,029 +0%
UBS AM
36
UBS AM
Illinois
$806M +$35.3M +471,752 +5%
Swiss National Bank
37
Swiss National Bank
Switzerland
$783M +$4.26M +57,011 +0.6%
UBS Group
38
UBS Group
Switzerland
$760M +$11.3M +150,625 +2%
LSV Asset Management
39
LSV Asset Management
Illinois
$745M +$5.69M +76,084 +0.8%
O
40
OppenheimerFunds
New York
$745M -$11.2M -150,143 -2%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$730M -$24.6M -329,135 -3%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$721M +$44.7M +597,562 +7%
Fisher Asset Management
43
Fisher Asset Management
Washington
$705M +$4.35M +58,102 +0.7%
TA
44
Teachers Advisors
New York
$705M +$14.9M +198,781 +2%
AAMU
45
Amundi Asset Management US
Massachusetts
$642M -$115M -1,543,489 -16%
Allianz Asset Management
46
Allianz Asset Management
Germany
$638M +$172M +2,296,691 +40%
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$633M +$118M +1,584,254 +25%
Principal Financial Group
48
Principal Financial Group
Iowa
$604M -$3.44M -46,046 -0.6%
Nordea Investment Management
49
Nordea Investment Management
Sweden
$600M +$6.42M +85,781 +1%
Capital Research Global Investors
50
Capital Research Global Investors
California
$598M -$353M -4,717,978 -39%

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.