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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
O
101
OrbiMed
New York
$214M +$5.89M +78,705 +3%
PI
102
PGGM Investments
Netherlands
$213M
National Pension Service
103
National Pension Service
South Korea
$209M +$7.37M +98,513 +4%
SIG
104
Senator Investment Group
New York
$208M
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$207M -$75 -1 -0%
Mitsubishi UFJ Trust & Banking
106
Mitsubishi UFJ Trust & Banking
Japan
$199M -$7.43M -99,307 -4%
MAMU
107
Marathon Asset Management (UK)
United Kingdom
$198M -$1.78M -23,771 -0.9%
DekaBank Deutsche Girozentrale
108
DekaBank Deutsche Girozentrale
Germany
$196M -$49.9M -667,321 -18%
PP
109
Prudential plc
United Kingdom
$196M -$8.22M -109,922 -4%
SSM
110
Sound Shore Management
Connecticut
$195M -$76.3M -1,020,645 -29%
PAMU
111
Pictet Asset Management (UK)
United Kingdom
$194M -$4.7M -62,854 -3%
Public Employees Retirement Association of Colorado
112
Public Employees Retirement Association of Colorado
Colorado
$181M +$659K +8,816 +0.4%
CP
113
Coho Partners
Pennsylvania
$181M +$3.33M +44,579 +2%
Chevy Chase Trust
114
Chevy Chase Trust
Maryland
$181M +$251K +3,352 +0.1%
US Bancorp
115
US Bancorp
Minnesota
$174M -$1.67M -22,361 -1%
NIPH
116
NN Investment Partners Holdings
Netherlands
$173M -$2.41M -32,255 -1%
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$173M -$1.96M -26,142 -1%
Brown Advisory
118
Brown Advisory
Maryland
$168M -$287K -3,839 -0.2%
Retirement Systems of Alabama
119
Retirement Systems of Alabama
Alabama
$168M -$1.92M -25,713 -1%
SLAM
120
Swiss Life Asset Management
$162M +$70.7M +945,645 +87%
Toronto Dominion Bank
121
Toronto Dominion Bank
Ontario, Canada
$161M +$21.6M +288,341 +17%
SCCM
122
Schafer Cullen Capital Management
New York
$161M -$6.52M -87,225 -4%
CG
123
Carmignac Gestion
France
$160M +$151M +2,015,134 New
RJFSA
124
Raymond James Financial Services Advisors
Florida
$159M +$12.7M +169,137 +9%
Pzena Investment Management
125
Pzena Investment Management
New York
$159M -$139M -1,854,866 -48%

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.