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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
AG
126
Aperio Group
California
$158M +$9.62M +128,587 +7%
BGIM
127
Brandywine Global Investment Management
Pennsylvania
$158M -$3.78M -50,581 -2%
SC
128
SRB Corp
Massachusetts
$157M
Barrow, Hanley, Mewhinney & Strauss
129
Barrow, Hanley, Mewhinney & Strauss
Texas
$154M -$107M -1,429,313 -42%
DC
130
Davenport & Co
Virginia
$154M -$560K -7,489 -0.4%
RPI
131
Railway Pension Investments
United Kingdom
$153M +$79M +1,056,763 +121%
HA
132
Homestead Advisers
Virginia
$150M -$5.49M -73,360 -4%
Skandinaviska Enskilda Banken (SEB)
133
Skandinaviska Enskilda Banken (SEB)
Sweden
$150M +$20.6M +275,879 +17%
KBC Group
134
KBC Group
Belgium
$148M +$62.9M +841,066 +82%
TG
135
TCW Group
California
$148M -$32M -427,193 -19%
Luther King Capital Management (LKCM)
136
Luther King Capital Management (LKCM)
Texas
$147M +$3.77M +50,355 +3%
EAM
137
Eagle Asset Management
Florida
$147M +$9.8M +130,981 +8%
SO
138
STRS Ohio
Ohio
$145M +$3.19M +42,603 +2%
CCM
139
Causeway Capital Management
California
$145M +$137M +1,826,632 New
HighTower Advisors
140
HighTower Advisors
Illinois
$145M -$2.31M -30,928 -2%
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$144M -$3.49M -46,660 -3%
UIM
142
USS Investment Management
United Kingdom
$143M +$5.09M +68,062 +4%
Nomura Asset Management
143
Nomura Asset Management
Japan
$142M -$9.93M -132,717 -7%
Treasurer of the State of North Carolina
144
Treasurer of the State of North Carolina
North Carolina
$139M +$1.38M +18,399 +1%
SB
145
Suntrust Banks
Georgia
$138M -$730K -9,763 -0.6%
CB
146
Commerce Bank
Missouri
$137M +$577K +7,717 +0.4%
RFC
147
Regions Financial Corp
Alabama
$136M -$8.49M -113,465 -6%
Axa
148
Axa
France
$136M -$13.3M -177,594 -9%
First Trust Advisors
149
First Trust Advisors
Illinois
$135M +$35.3M +471,356 +38%
Federated Hermes
150
Federated Hermes
Pennsylvania
$135M -$4.04M -54,045 -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.