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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$17.3B +$174M +2,324,282 +1%
BlackRock
2
BlackRock
New York
$15.6B -$558M -7,465,651 -4%
State Street
3
State Street
Massachusetts
$9.81B +$433M +5,793,835 +5%
Capital World Investors
4
Capital World Investors
California
$7.45B -$174M -2,332,703 -2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$5.22B -$211M -2,825,895 -4%
JP Morgan Chase
6
JP Morgan Chase
New York
$4.31B +$598M +7,989,170 +17%
Bank of America
7
Bank of America
North Carolina
$3.53B -$56.1M -750,507 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.14B +$300M +4,007,496 +11%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$3.04B -$117M -1,569,877 -4%
Capital International Investors
10
Capital International Investors
California
$2.97B +$194M +2,594,396 +7%
Northern Trust
11
Northern Trust
Illinois
$2.73B +$24.3M +325,117 +1%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$2.59B -$757M -10,125,397 -24%
Norges Bank
13
Norges Bank
Norway
$2.3B -$55.2M -737,880 -2%
Franklin Resources
14
Franklin Resources
California
$2.19B -$217M -2,895,240 -10%
Wells Fargo
15
Wells Fargo
California
$1.99B -$61.8M -826,001 -3%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$1.92B +$137M +1,831,440 +8%
Deutsche Bank
17
Deutsche Bank
Germany
$1.62B +$62.7M +838,641 +4%
Goldman Sachs
18
Goldman Sachs
New York
$1.59B -$446M -5,965,372 -23%
TCIM
19
TIAA CREF Investment Management
New York
$1.33B +$68.4M +914,873 +6%
Legal & General Group
20
Legal & General Group
United Kingdom
$1.32B +$195M +2,601,382 +18%
Morgan Stanley
21
Morgan Stanley
New York
$1.32B -$324M -4,334,878 -21%
Ameriprise
22
Ameriprise
Minnesota
$1.31B +$260M +3,476,384 +27%
Invesco
23
Invesco
Georgia
$1.29B -$350M -4,682,362 -22%
State Farm Mutual Automobile Insurance
24
State Farm Mutual Automobile Insurance
Illinois
$1.26B
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.08B -$52.1M -696,784 -5%

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.