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1,993 hedge funds and large institutions have $110B invested in Merck in 2018 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 835 increasing their positions, 825 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $1.37B | Put options by funds: $1.14B

18% more funds holding in top 10

Funds holding in top 10: 7184 (+13)

7% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 101

1% more repeat investments, than reductions

Existing positions increased: 835 | Existing positions reduced: 825

0.52% more ownership

Funds ownership: 77.69%78.21% (+0.52%)

1% less funds holding

Funds holding: 2,0091,993 (-16)

4% less capital invested

Capital invested by funds: $114B → $110B (-$4.18B)

Holders
1,993
Holders Change
-16
Holders Change %
-0.8%
% of All Funds
45.67%
Holding in Top 10
84
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+18.31%
% of All Funds
1.92%
New
108
Increased
835
Reduced
825
Closed
101
Calls
$1.37B
Puts
$1.14B
Net Calls
+$227M
Net Calls Change
+$346M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
376
Stralem & Co
New York
$15.2M -$2.11M -39,153 -12%
NRS
377
Neville Rodie & Shaw
New York
$15.2M -$193K -3,565 -1%
CIP
378
Chartwell Investment Partners
Pennsylvania
$15M +$350K +6,472 +2%
N
379
Nuveen
North Carolina
$14.9M -$667K -12,346 -4%
SAM
380
Securian Asset Management
Minnesota
$14.9M -$251K -4,646 -2%
CBOA
381
Commonwealth Bank of Australia
Australia
$14.8M -$2.55M -47,283 -14%
SMDAM
382
Sumitomo Mitsui DS Asset Management
Japan
$14.7M +$198K +3,658 +1%
TCM
383
Twin Capital Management
Pennsylvania
$14.7M +$368K +6,812 +2%
BSA
384
Braun Stacey Associates
New York
$14.6M -$12.2K -225 -0.1%
LTFS
385
Ladenburg Thalmann Financial Services
Florida
$14.6M +$570K +10,553 +4%
WT
386
Whittier Trust
California
$14.5M +$432K +7,991 +3%
BF
387
BOK Financial
Oklahoma
$14.5M +$566K +10,484 +4%
TF
388
TIAA FSB
Florida
$14.5M -$1.32M -24,490 -8%
DP
389
Dearborn Partners
Illinois
$14.4M -$498K -9,216 -3%
HCMNY
390
Howard Capital Management (New York)
New York
$14.4M +$309K +5,723 +2%
HCM
391
Hutchinson Capital Management
California
$14.3M -$123K -2,269 -0.8%
NMERB
392
New Mexico Educational Retirement Board
New Mexico
$14.2M -$130K -2,410 -0.9%
IIM
393
Intact Investment Management
Quebec, Canada
$14.2M +$14.5M +267,659 +5,108%
TB
394
Terril Brothers
Missouri
$13.9M +$281K +5,203 +2%
GIM
395
Greylin Investment Management
Virginia
$13.8M -$57.7K -1,068 -0.4%
HIMC
396
Heritage Investors Management Corp
Maryland
$13.7M +$761K +14,083 +6%
ABC
397
Associated Banc-Corp
Wisconsin
$13.7M -$79.7K -1,475 -0.6%
ANI
398
American National Insurance
Texas
$13.7M
SCA
399
Stillwater Capital Advisors
Pennsylvania
$13.6M +$714K +13,218 +5%
BCM
400
Bridgeway Capital Management
Texas
$13.5M -$283K -5,240 -2%

MRK Hedge Fund Activity: Q1 2018 in Review

1,993 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q1 2018, worth a combined $110B — down 3.7% from $114B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new MRK positions and 101 closed out — a net gain of 7 holders — while 835 added to existing stakes and 825 trimmed.

The largest buyer was Bank of America, adding an estimated $720M. The largest seller was Wellington Management Group, cutting an estimated $1.02B.

  • 1,993 institutional investors held Merck (MRK) as of Q1 2018, down from 2,009 in Q4 2017.
  • Funds reported $110B of Merck stock for Q1 2018, down 3.7% quarter-over-quarter.
  • 108 funds opened new Merck positions in Q1 2018 and 101 closed out, a net change of +7 holders.
  • The largest Merck buyer in Q1 2018 was Bank of America, an estimated $720M added.
  • The largest Merck seller in Q1 2018 was Wellington Management Group, an estimated $1.02B sold.

Based on aggregated 13F filings for Q1 2018.