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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
ZIM
201
Zacks Investment Management
Illinois
$79M -$25.4M -339,453 -25%
CCM
202
Cullen Capital Management
New York
$78.9M +$51.8K +692 +0.1%
Handelsbanken Fonder
203
Handelsbanken Fonder
Sweden
$78.7M +$638K +8,525 +0.9%
FIM
204
Foresters Investment Management
New York
$78.2M -$13.3M -178,107 -15%
BNP Paribas Asset Management
205
BNP Paribas Asset Management
France
$77.3M -$522K -6,974 -0.7%
Capital Fund Management (CFM)
206
Capital Fund Management (CFM)
France
$74.8M +$62.6M +837,562 +795%
Caisse de Depot et Placement du Quebec (CDPQ)
207
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$73.6M -$39.8M -532,705 -36%
Mirae Asset Global Investments
208
Mirae Asset Global Investments
South Korea
$71.9M -$22M -294,100 -25%
NA
209
Neuburgh Advisers
California
$71.3M +$10.2M +136,100 +18%
RCAMU
210
Rothschild & Co Asset Management US
Connecticut
$71.1M -$594K -7,941 -0.9%
BCIM
211
British Columbia Investment Management
British Columbia, Canada
$70.8M -$22M -293,523 -25%
Natixis Advisors
212
Natixis Advisors
Massachusetts
$70.2M -$4.95M -66,205 -7%
KBG
213
Kahn Brothers Group
New York
$69.1M -$3.71M -49,652 -5%
Bessemer Group
214
Bessemer Group
New Jersey
$65.9M +$1.7M +22,743 +3%
OPERF
215
Oregon Public Employees Retirement Fund
Oregon
$65.8M +$7.52M +100,580 +14%
FAF
216
Fjarde Ap-fonden
Sweden
$65.4M +$12.1M +161,628 +24%
SOMRS
217
State of Michigan Retirement System
Michigan
$65.1M -$47K -628 -0.1%
CAM
218
Cacti Asset Management
Georgia
$64.2M -$314K -4,192 -0.5%
Dodge & Cox
219
Dodge & Cox
California
$63.9M -$4.81M -64,279 -7%
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$63.7M +$7.87M +105,272 +15%
MAM
221
Martingale Asset Management
Massachusetts
$61.8M +$4.14M +55,403 +8%
MIM
222
MetLife Investment Management
New Jersey
$61M -$775K -10,365 -1%
EDRH
223
Edmond de Rothschild Holding
Switzerland
$59.2M +$172K +2,299 +0.3%
CWM
224
CIBC World Markets
New York
$59.2M -$60.3M -806,242 -52%
SC
225
Sculptor Capital
New York
$58.4M +$55M +735,567 New

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.