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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
Swedbank
76
Swedbank
Sweden
$333M +$4.38M +58,571 +1%
Robeco Institutional Asset Management
77
Robeco Institutional Asset Management
Netherlands
$319M +$55.6M +743,849 +23%
Schroder Investment Management Group
78
Schroder Investment Management Group
United Kingdom
$316M +$15.2M +202,969 +5%
Boston Partners
79
Boston Partners
Massachusetts
$316M -$10M -133,894 -3%
TIM
80
Thornburg Investment Management
New Mexico
$304M -$27.9M -373,474 -9%
EIP
81
Epoch Investment Partners
New York
$303M -$67.8M -906,870 -19%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$299M -$2.64M -35,343 -0.9%
State of New Jersey Common Pension Fund D
83
State of New Jersey Common Pension Fund D
New Jersey
$291M -$2.35M -31,440 -0.8%
Lord, Abbett & Co
84
Lord, Abbett & Co
New Jersey
$288M -$62.7M -837,885 -19%
Primecap Management
85
Primecap Management
California
$284M
AT
86
AMF Tjänstepension
Sweden
$278M -$5.64M -75,417 -2%
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$267M +$3.9M +52,171 +2%
TD Asset Management
88
TD Asset Management
Ontario, Canada
$261M +$20.2M +269,792 +9%
Grantham, Mayo, Van Otterloo & Co (GMO)
89
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$256M -$36.7M -491,013 -13%
LCOV
90
London Company of Virginia
Virginia
$253M -$2.64M -35,282 -1%
USAA
91
United Services Automobile Association
Texas
$252M +$3.04M +40,701 +1%
Aberdeen Group
92
Aberdeen Group
United Kingdom
$251M -$12M -159,822 -5%
Fayez Sarofim & Co
93
Fayez Sarofim & Co
Texas
$249M +$1.64M +21,889 +0.7%
Canada Life
94
Canada Life
Manitoba, Canada
$240M +$19.8M +264,265 +10%
MWNA
95
Marshall Wace North America
New York
$227M +$31.3M +418,038 +17%
M&T Bank
96
M&T Bank
New York
$224M -$1.44M -19,319 -0.7%
HSBC Holdings
97
HSBC Holdings
United Kingdom
$222M -$11.8M -157,405 -5%
Sanders Capital
98
Sanders Capital
Florida
$218M +$5.08M +67,910 +3%
Citigroup
99
Citigroup
New York
$214M +$32.3M +432,492 +19%
Russell Investments Group
100
Russell Investments Group
United Kingdom
$214M -$5.74M -76,725 -3%

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.