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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
Baird Financial Group
151
Baird Financial Group
Wisconsin
$134M -$5.39M -72,074 -4%
GQG Partners
152
GQG Partners
Florida
$134M +$126M +1,681,243 +18,431%
Asset Management One
153
Asset Management One
Japan
$133M -$245M -3,272,240 -66%
MNG
154
Manning & Napier Group
New York
$133M -$5.05M -67,585 -4%
CS
155
Candriam SCA
Luxembourg
$130M +$43.7M +584,394 +56%
MSV
156
MN Services Vermogensbeheer
Netherlands
$123M +$196K +2,620 +0.2%
SCM
157
Sterling Capital Management
North Carolina
$122M -$3.09M -41,323 -3%
TPI
158
Tesco Pension Investment
United Kingdom
$117M +$5.17M +69,160 +5%
BIP
159
Brandes Investment Partners
California
$116M -$4.59M -61,406 -4%
GIA
160
Gateway Investment Advisers
Ohio
$114M -$896K -11,986 -0.8%
Aviva
161
Aviva
United Kingdom
$111M -$4.9M -65,479 -4%
ACI
162
AMP Capital Investors
Australia
$110M +$6.05M +80,905 +6%
FCM
163
Flinton Capital Management
Pennsylvania
$110M +$15.7M +210,335 +18%
Envestnet Asset Management
164
Envestnet Asset Management
Illinois
$110M -$2.49M -33,247 -2%
Lazard Asset Management
165
Lazard Asset Management
New York
$106M +$75.5M +1,008,870 +312%
Citadel Advisors
166
Citadel Advisors
Florida
$106M -$44.2M -590,451 -31%
HM
167
HealthCor Management
New York
$105M +$49.6M +663,101 +101%
FMI
168
Factory Mutual Insurance
Massachusetts
$104M +$33.7M +451,164 +51%
SCM
169
Shapiro Capital Management
Georgia
$104M -$2.42M -32,304 -2%
Zurich Cantonal Bank
170
Zurich Cantonal Bank
Switzerland
$103M -$3.91M -52,340 -4%
PC
171
Polar Capital
United Kingdom
$103M +$73.2M +978,046 +305%
KeyBank National Association
172
KeyBank National Association
Ohio
$102M -$2.77M -36,975 -3%
BCM
173
Bridgeway Capital Management
Texas
$101M +$3.46M +46,321 +4%
FWCM
174
Ferguson Wellman Capital Management
Oregon
$98.7M +$11.4M +152,898 +14%
AIA
175
Avalon Investment & Advisory
Texas
$96.2M +$1.97M +26,367 +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.