Richard Pzena’s MRK Holdings & Trades

First Buy
Q1 2016
Duration Held
30 Quarters
Largest Add
Q1 2018
+3.02 M Shares
Current Position
3,324 Shares
$278,983 Value

Richard Pzena's MRK Position Overview

Richard Pzena (via Pzena Investment Management LLC) currently holds 3,324 shares of Merck & Co., Inc. (MRK) worth $278,983, representing 0.00% of the portfolio. First purchased in 2016-Q1, this long-term strategic position has been held for 30 quarters.

Based on 13F filings, Richard Pzena has maintained a strategic position in MRK, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2018, adding 3.02 M shares. Largest reduction occurred in Q1 2019, reducing 1.85 M shares.

Analysis based on 13F filings available since 2013 Q2

Richard Pzena's Merck & Co (MRK) Holding Value Over Time

Track share changes against reported price movement

Quarterly Merck & Co (MRK) Trades by Richard Pzena

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2016 +965,591 New Buy 965,591 $50.49
Q2 2016 +517,738 Add 53.62% 1.48 M $54.97
Q3 2016 -7,034 Reduce 0.47% 1.48 M $59.55
Q4 2016 -154,921 Reduce 10.49% 1.32 M $56.17
Q1 2017 -455,482 Reduce 34.47% 865,892 $60.63
Q2 2017 -1,355 Reduce 0.16% 864,537 $61.15
Q3 2017 +728,380 Add 84.25% 1.59 M $61.10
Q4 2017 +126,352 Add 7.93% 1.72 M $53.69
Q1 2018 +3.02 M Add 175.79% 4.74 M $51.98
Q2 2018 +398,141 Add 8.40% 5.14 M $57.92
Q3 2018 -90,732 Reduce 1.77% 5.05 M $67.69
Q4 2018 -1.19 M Reduce 23.60% 3.86 M $72.91
Q1 2019 -1.85 M Reduce 48.08% 2 M $79.36
Q2 2019 -678,918 Reduce 33.90% 1.32 M $80.01
Q3 2019 -517,515 Reduce 39.09% 806,354 $80.32
Q4 2019 -744,720 Reduce 92.36% 61,634 $86.79
Q1 2020 -34,807 Reduce 56.47% 26,827 $73.43
Q2 2020 -26,827 Sold Out 0 $0.00
Q1 2021 +8,956 New Buy 8,956 $73.58
Q2 2021 -1,337 Reduce 14.93% 7,619 $77.83
Q4 2021 -734 Reduce 9.63% 6,885 $76.69
Q1 2022 -1,793 Reduce 26.04% 5,092 $82.09
Q2 2022 +2,043 Add 40.12% 7,135 $91.10
Q3 2022 -710 Reduce 9.95% 6,425 $86.07
Q4 2022 -6,425 Sold Out 0 $0.00
Q4 2024 +2,898 New Buy 2,898 $99.48
Q1 2025 -2,898 Sold Out 0 $0.00
Q2 2025 +3,324 New Buy 3,324 $79.16

Richard Pzena's Merck & Co Investment FAQs

Richard Pzena first purchased Merck & Co., Inc. (MRK) in Q1 2016, acquiring 965,591 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Richard Pzena has held Merck & Co., Inc. (MRK) for 30 quarters since Q1 2016.

Richard Pzena's largest addition to Merck & Co., Inc. (MRK) was in Q1 2018, adding 4,741,603 shares worth $246.45 M.

According to the latest 13F filing for Q3 2025, Richard Pzena's firm, Pzena Investment Management LLC, owns 3,324 shares of Merck & Co., Inc. (MRK), valued at approximately $278,983.

As of the Q3 2025 filing, Merck & Co., Inc. (MRK) represents approximately 0.00% of Richard Pzena's publicly disclosed stock portfolio, making it one of their key holdings.

Richard Pzena's peak holding in Merck & Co., Inc. (MRK) was 5,139,744 shares, as reported at the end of Q2 2018.