We are live on ! Find out more
MRK icon

Merck
MRK

2,537 hedge funds and large institutions have $175B invested in Merck in 2019 Q4 according to their latest regulatory filings, with 331 funds opening new positions, 1,006 increasing their positions, 930 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

394% more first-time investments, than exits

New positions opened: 331 | Existing positions closed: 67

11% more funds holding in top 10

Funds holding in top 10: 188 → 208 (+20)

10% more funds holding

Funds holding: 2,306 → 2,537 (+231)

8% more capital invested

Capital invested by funds: $162B → $175B (+$13.2B)

8% more repeat investments, than reductions

Existing positions increased: 1,006 | Existing positions reduced: 930

0.31% more ownership

Funds ownership: 78.98% → 79.29% (+0.31%)

18% less call options, than puts

Call options by funds: $1.62B | Put options by funds: $1.98B

Holders
2,537
Holders Change
+231
Holders Change %
+10.02%
% of All Funds
49.98%
Holding in Top 10
208
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+10.64%
% of All Funds
4.1%
New
331
Increased
1,006
Reduced
930
Closed
67
Calls
$1.62B
Puts
$1.98B
Net Calls
-$358M
Net Calls Change
-$73.8M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$403M
2
Truist Financial
Truist Financial
North Carolina
+$387M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$354M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$245M
5
N
Nuveen
North Carolina
+$195M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$1.61B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$418M
3
Bank of America
Bank of America
North Carolina
-$267M
4
Franklin Resources
Franklin Resources
California
-$202M
5
JP Morgan Chase
JP Morgan Chase
New York
-$191M
Name Holding Trade Value Shares
Change 		Change in
Stake
IF
2376
IRON Financial
Illinois
$211K +$200K +2,432 New
DFA
2377
Delta Financial Advisors
Louisiana
$210K +$199K +2,418 New
I
2378
INVST
Indiana
$209K +$198K +2,408 New
PDM
2379
Penn Davis McFarland
Texas
$209K +$198K +2,410 New
GAG
2380
GM Advisory Group
New York
$208K +$197K +2,396 New
TWM
2381
Titus Wealth Management
California
$207K +$196K +2,386 New
SA
2382
SRH Advisors
Kansas
$206K – – –
LBC
2383
Lawrence B. Cohen
$206K +$194K +2,368 New
HBWM
2384
Hollow Brook Wealth Management
New York
$205K +$194K +2,359 New
HFS
2385
Howard Financial Services
Texas
$205K +$194K +2,361 New
HIS
2386
Harvest Investment Services
Illinois
$205K +$194K +2,365 New
IP
2387
Isthmus Partners
Wisconsin
$203K -$92K -1,120 -32%
CAGAS
2388
Capital Advisory Group Advisory Services
Minnesota
$203K +$168K +2,051 +620%
PCA
2389
Private Capital Advisors
Connecticut
$203K +$192K +2,340 New
RWM
2390
RKL Wealth Management
Pennsylvania
$202K -$39.2K -477 -17%
GKWIM
2391
Gerber Kawasaki Wealth & Investment Management
California
$202K +$191K +2,329 New
BJ
2392
Brouwer & Janachowski
California
$202K +$192K +2,332 New
TCOK
2393
Trust Company of Kansas
Kansas
$201K +$190K +2,315 New
CSPIA
2394
Cary Street Partners Investment Advisory
Virginia
$201K +$190K +2,319 New
ETS
2395
ESL Trust Services
New York
$201K +$191K +2,321 New
FMP
2396
Financial Management Professionals
Texas
$200K – – –
LWA
2397
Lenox Wealth Advisors
New York
$189K +$7.23K +88 +4%
TCM
2398
TD Capital Management
Tennessee
$188K – – –
ACM
2399
AUA Capital Management
Pennsylvania
$185K – – –
VCM
2400
Versant Capital Management
Arizona
$184K -$1.89K -23 -1%
94 95
96
97 98

MRK Hedge Fund Activity: Q4 2019 in Review

2,537 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q4 2019, worth a combined $175B — up 8.1% from $162B a quarter earlier.

Buyers outnumbered sellers: 331 funds opened new MRK positions and 67 closed out — a net gain of 264 holders — while 1,006 added to existing stakes and 930 trimmed.

The largest buyer was BlackRock, adding an estimated $403M. The largest seller was Capital World Investors, cutting an estimated $1.61B.

  • 2,537 institutional investors held Merck (MRK) as of Q4 2019, up from 2,306 in Q3 2019.
  • Funds reported $175B of Merck stock for Q4 2019, up 8.1% quarter-over-quarter.
  • 331 funds opened new Merck positions in Q4 2019 and 67 closed out, a net change of +264 holders.
  • The largest Merck buyer in Q4 2019 was BlackRock, an estimated $403M added.
  • The largest Merck seller in Q4 2019 was Capital World Investors, an estimated $1.61B sold.

Based on aggregated 13F filings for Q4 2019.