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2,299 hedge funds and large institutions have $163B invested in Merck in 2019 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 957 increasing their positions, 938 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 85

2% more repeat investments, than reductions

Existing positions increased: 957 | Existing positions reduced: 938

0% more funds holding

Funds holding: 2,2922,299 (+7)

0.3% less ownership

Funds ownership: 79.96%79.66% (-0.3%)

0% less capital invested

Capital invested by funds: $164B → $163B (-$668M)

11% less call options, than puts

Call options by funds: $1.25B | Put options by funds: $1.4B

11% less funds holding in top 10

Funds holding in top 10: 223199 (-24)

Holders
2,299
Holders Change
+7
Holders Change %
+0.31%
% of All Funds
49.93%
Holding in Top 10
199
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-10.76%
% of All Funds
4.32%
New
122
Increased
957
Reduced
938
Closed
85
Calls
$1.25B
Puts
$1.4B
Net Calls
-$147M
Net Calls Change
-$273M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$17.6B +$136M +1,775,689 +0.8%
BlackRock
2
BlackRock
New York
$16.1B +$353M +4,608,664 +2%
State Street
3
State Street
Massachusetts
$9.83B -$54.4M -710,525 -0.6%
Capital World Investors
4
Capital World Investors
California
$7.06B -$429M -5,602,866 -6%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.62B -$608M -7,937,023 -12%
Bank of America
6
Bank of America
North Carolina
$3.89B +$320M +4,177,580 +9%
JP Morgan Chase
7
JP Morgan Chase
New York
$3.39B -$913M -11,925,078 -22%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.24B +$66.3M +865,579 +2%
Capital International Investors
9
Capital International Investors
California
$3.1B +$99.6M +1,300,446 +3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$3B -$69.1M -902,701 -2%
Northern Trust
11
Northern Trust
Illinois
$2.74B -$12.9M -168,201 -0.5%
Norges Bank
12
Norges Bank
Norway
$2.32B
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$2.08B +$144M +1,876,345 +8%
N
14
Nuveen
North Carolina
$2.04B +$1.92B +25,089,127 +6,517%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$1.92B -$657M -8,582,035 -26%
Wells Fargo
16
Wells Fargo
California
$1.92B -$83.5M -1,090,761 -4%
Deutsche Bank
17
Deutsche Bank
Germany
$1.82B +$179M +2,343,794 +12%
Franklin Resources
18
Franklin Resources
California
$1.67B -$510M -6,657,035 -24%
Invesco
19
Invesco
Georgia
$1.54B +$228M +2,979,944 +18%
Morgan Stanley
20
Morgan Stanley
New York
$1.35B +$12.7M +165,586 +1%
Ameriprise
21
Ameriprise
Minnesota
$1.33B +$16.2M +211,421 +1%
Legal & General Group
22
Legal & General Group
United Kingdom
$1.32B -$13.9M -181,977 -1%
State Farm Mutual Automobile Insurance
23
State Farm Mutual Automobile Insurance
Illinois
$1.27B
Goldman Sachs
24
Goldman Sachs
New York
$1.25B -$330M -4,310,493 -22%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.2B +$108M +1,410,915 +10%

MRK Hedge Fund Activity: Q2 2019 in Review

2,299 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q2 2019, worth a combined $163B — down 0.41% from $164B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new MRK positions and 85 closed out — a net gain of 37 holders — while 957 added to existing stakes and 938 trimmed.

The largest buyer was Nuveen, adding an estimated $1.92B. The largest seller was JP Morgan Chase, cutting an estimated $913M.

  • 2,299 institutional investors held Merck (MRK) as of Q2 2019, up from 2,292 in Q1 2019.
  • Funds reported $163B of Merck stock for Q2 2019, down 0.41% quarter-over-quarter.
  • 122 funds opened new Merck positions in Q2 2019 and 85 closed out, a net change of +37 holders.
  • The largest Merck buyer in Q2 2019 was Nuveen, an estimated $1.92B added.
  • The largest Merck seller in Q2 2019 was JP Morgan Chase, an estimated $913M sold.

Based on aggregated 13F filings for Q2 2019.