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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
VanEck Associates
476
VanEck Associates
New York
$14.4M -$6.07M -81,168 -31%
FAM
477
Fred Alger Management
New York
$14.3M +$5.11M +68,343 +61%
KB
478
Kimelman & Baird
New York
$14.3M -$118K -1,572 -0.9%
WAM
479
World Asset Management
Michigan
$14.2M +$950K +12,707 +8%
LG
480
LaFleur & Godfrey
Michigan
$14.2M -$579K -7,744 -4%
Victory Capital Management
481
Victory Capital Management
Texas
$14.2M +$3.9M +52,190 +41%
PP
482
Prospector Partners
Connecticut
$14.2M -$1.39M -18,550 -9%
II
483
IFM Investors
Australia
$14M +$1.08M +14,393 +9%
CIA
484
CCM Investment Advisers
South Carolina
$14M +$26K +347 +0.2%
Jones Financial Companies
485
Jones Financial Companies
Missouri
$14M -$197K -2,635 -1%
V
486
Veritable
Delaware
$13.9M +$135K +1,809 +1%
BG
487
Bahl & Gaynor
Ohio
$13.8M -$3.78M -50,529 -22%
DWA
488
Douglass Winthrop Advisors
New York
$13.8M -$844K -11,287 -6%
MC
489
Middleton & Co
Massachusetts
$13.8M -$474K -6,335 -4%
ABC
490
Associated Banc-Corp
Wisconsin
$13.7M -$578K -7,729 -4%
SAM
491
Sectoral Asset Management
Quebec, Canada
$13.7M +$12.9M +172,606 New
NA
492
NewEdge Advisors
Louisiana
$13.7M +$9.56M +127,884 +286%
Connor, Clark & Lunn Investment Management (CC&L)
493
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.7M +$12.9M +172,082 New
SC
494
Scotia Capital
Ontario, Canada
$13.7M -$661K -8,837 -5%
HCM
495
Huber Capital Management
California
$13.6M -$13.4M -178,789 -51%
CCT
496
Country Club Trust
Missouri
$13.6M -$341K -4,553 -3%
OSAM
497
O'Shaughnessy Asset Management
Connecticut
$13.5M +$2.54M +33,989 +25%
Daiwa Securities Group
498
Daiwa Securities Group
Japan
$13.4M -$14.4K -192 -0.1%
WTC
499
WhitTier Trust Company
Nevada
$13.4M -$1.48M -19,813 -11%
IIM
500
Intact Investment Management
Quebec, Canada
$13.4M -$7.77M -103,857 -38%

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.