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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
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$592M -$1.81M -24,219 -0.3%
Dimensional Fund Advisors
52
Dimensional Fund Advisors
Texas
$590M +$29M +387,189 +5%
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$524M +$20.1M +269,273 +4%
American Century Companies
54
American Century Companies
Missouri
$497M +$82.3M +1,100,490 +21%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$496M +$61.6M +823,706 +15%
DZ Bank
56
DZ Bank
Germany
$496M +$92.1M +1,231,461 +25%
Prudential Financial
57
Prudential Financial
New Jersey
$487M -$19.5M -260,926 -4%
PI
58
Putnam Investments
Massachusetts
$486M +$31.1M +415,476 +7%
VOYA Investment Management
59
VOYA Investment Management
Georgia
$476M +$77.3M +1,033,831 +21%
Loomis, Sayles & Company
60
Loomis, Sayles & Company
Massachusetts
$469M +$2.8M +37,457 +0.6%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$467M +$126M +1,687,211 +40%
RJA
62
Raymond James & Associates
Florida
$464M +$9.9M +132,319 +2%
Fidelity International
63
Fidelity International
Bermuda
$460M -$21.4M -286,515 -5%
EVM
64
Eaton Vance Management
Massachusetts
$460M -$7.86M -105,150 -2%
CS
65
Credit Suisse
Switzerland
$417M -$60.9M -814,356 -13%
APG Asset Management
66
APG Asset Management
Netherlands
$406M +$133M +1,776,779 +45%
Canada Pension Plan Investment Board
67
Canada Pension Plan Investment Board
Ontario, Canada
$402M +$27.8M +371,875 +8%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$401M +$428K +5,725 +0.1%
Barclays
69
Barclays
United Kingdom
$399M +$7.94M +106,206 +2%
Ninety One (UK)
70
Ninety One (UK)
United Kingdom
$393M -$22.4M -299,170 -6%
AL
71
AJO LP
Pennsylvania
$384M -$2.04M -27,241 -0.6%
Stifel Financial
72
Stifel Financial
Missouri
$367M -$20.6M -275,070 -6%
Adage Capital Partners
73
Adage Capital Partners
Massachusetts
$353M -$89.5M -1,196,397 -21%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$344M -$10.9M -145,974 -3%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$334M -$619K -8,282 -0.2%

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.