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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
Cohen & Steers
2301
Cohen & Steers
New York
-$14M -191,685 Closed
NLGIA
2302
Nippon Life Global Investors Americas
New York
-$13.7M -187,215 Closed
CAI
2303
Capital Advisors Inc
Oklahoma
-$13.6M -186,199 Closed
DBG
2304
De Burlo Group
Massachusetts
-$11.7M -160,239 Closed
HF
2305
HRT Financial
New York
-$10.6M -145,220 Closed
BIA
2306
Barry Investment Advisors
Massachusetts
-$7.76M -106,385 Closed
Squarepoint
2307
Squarepoint
New York
-$7.42M -101,791 Closed
APFBOT
2308
Amica Pension Fund Board of Trustees
Rhode Island
-$6.23M -85,469 Closed
CCM
2309
Copernicus Capital Management
California
-$5.23M -71,747 Closed
DA
2310
Duality Advisers
Florida
-$4.32M -59,254 Closed
EP
2311
Eversept Partners
New York
-$3.53M -47,998 Closed
Two Sigma Investments
2312
Two Sigma Investments
New York
-$2.62M -35,028 Closed
LP
2313
LMR Partners
United Kingdom
-$2.28M -31,223 Closed
APTFM
2314
AGUR Provident & Training Funds Management
Israel
-$1.46M -28,945 Closed
MWM
2315
MinichMacGregor Wealth Management
New York
-$1.72M -28,116 Closed
OAMU
2316
Ostrum Asset Management US
New York
-$1.95M -26,754 Closed
AWM
2317
Alterna Wealth Management
Texas
-$1.41M -22,979 Closed
FAM
2318
Formidable Asset Management
Ohio
-$1.62M -22,198 Closed
DIA
2319
Dean Investment Associates
Ohio
-$1.6M -21,957 Closed
MCM
2320
Mork Capital Management
California
-$1.34M -18,445 Closed
Group One Trading
2321
Group One Trading
Illinois
-$1.31M -17,554 Closed
CI
2322
Cavalier Investments
Georgia
-$1.2M -16,391 Closed
BC
2323
Banced Corp
Illinois
-$1.17M -16,062 Closed
BCP
2324
Blackhawk Capital Partners
Wisconsin
-$1.1M -15,102 Closed
TC
2325
Toews Corporation
New Jersey
-$1.03M -14,148 Closed

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.