We are live on ! Find out more

2,251 hedge funds and large institutions have $150B invested in Merck in 2018 Q4 according to their latest regulatory filings, with 281 funds opening new positions, 741 increasing their positions, 963 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

326% more first-time investments, than exits

New positions opened: 281 | Existing positions closed: 66

76% more funds holding in top 10

Funds holding in top 10: 143251 (+108)

9% more funds holding

Funds holding: 2,0572,251 (+194)

6% more capital invested

Capital invested by funds: $142B → $150B (+$8.75B)

1.37% more ownership

Funds ownership: 78.66%80.03% (+1.4%)

3% more call options, than puts

Call options by funds: $1.91B | Put options by funds: $1.85B

23% less repeat investments, than reductions

Existing positions increased: 741 | Existing positions reduced: 963

Holders
2,251
Holders Change
+194
Holders Change %
+9.43%
% of All Funds
50.14%
Holding in Top 10
251
Holding in Top 10 Change
+108
Holding in Top 10 Change %
+75.52%
% of All Funds
5.59%
New
281
Increased
741
Reduced
963
Closed
66
Calls
$1.91B
Puts
$1.85B
Net Calls
+$56.3M
Net Calls Change
-$228M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
376
Twin Capital Management
Pennsylvania
$21M -$232K -3,291 -1%
SI
377
Stephens Inc
Arkansas
$20.9M +$207K +2,931 +1%
NRS
378
Neville Rodie & Shaw
New York
$20.8M -$239K -3,390 -1%
CEP
379
Chicago Equity Partners
Illinois
$20.7M +$475K +6,728 +2%
SAM
380
Securian Asset Management
Minnesota
$20.6M -$60.9K -862 -0.3%
FMLI
381
Fukoku Mutual Life Insurance
Japan
$20.5M
N
382
Nuveen
North Carolina
$20.3M -$230K -3,263 -1%
BVDMP
383
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$20.2M
CI Investments Inc
384
CI Investments Inc
Ontario, Canada
$20.2M -$311K -4,402 -2%
HCMNY
385
Howard Capital Management (New York)
New York
$20.2M -$26.1K -370 -0.1%
AG
386
Advisor Group
Arizona
$20.1M +$816K +11,561 +4%
RJT
387
Raymond James Trust
Florida
$19.9M -$5.49M -77,743 -22%
IIM
388
Intact Investment Management
Quebec, Canada
$19.9M
BAM
389
Berkshire Asset Management
Pennsylvania
$19.8M +$145K +2,049 +0.8%
DP
390
Dearborn Partners
Illinois
$19.7M +$233K +3,294 +1%
GAM
391
Guinness Asset Management
United Kingdom
$19.3M +$1.57M +22,302 +9%
TF
392
TIAA FSB
Florida
$19.2M -$360K -5,101 -2%
AC
393
Allstate Corporation
Illinois
$19.2M +$18.6M +263,005 New
VanEck Associates
394
VanEck Associates
New York
$19.1M -$24.7M -349,737 -57%
HIMC
395
Heritage Investors Management Corp
Maryland
$18.8M -$202K -2,867 -1%
CTA
396
Carillon Tower Advisers
Florida
$18.8M +$1.34M +18,971 +8%
SCA
397
Stillwater Capital Advisors
Pennsylvania
$18.8M -$235K -3,324 -1%
SMDAM
398
Sumitomo Mitsui DS Asset Management
Japan
$18.7M -$197K -2,796 -1%
BC
399
Blackhill Capital
New Jersey
$18.7M +$14.8K +210 +0.1%
CIBC Asset Management
400
CIBC Asset Management
Ontario, Canada
$18.6M -$7.36M -104,283 -29%

MRK Hedge Fund Activity: Q4 2018 in Review

2,251 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q4 2018, worth a combined $150B — up 6.2% from $142B a quarter earlier.

Buyers outnumbered sellers: 281 funds opened new MRK positions and 66 closed out — a net gain of 215 holders — while 741 added to existing stakes and 963 trimmed.

The largest buyer was Jennison Associates, adding an estimated $891M. The largest seller was Franklin Resources, cutting an estimated $833M.

  • 2,251 institutional investors held Merck (MRK) as of Q4 2018, up from 2,057 in Q3 2018.
  • Funds reported $150B of Merck stock for Q4 2018, up 6.2% quarter-over-quarter.
  • 281 funds opened new Merck positions in Q4 2018 and 66 closed out, a net change of +215 holders.
  • The largest Merck buyer in Q4 2018 was Jennison Associates, an estimated $891M added.
  • The largest Merck seller in Q4 2018 was Franklin Resources, an estimated $833M sold.

Based on aggregated 13F filings for Q4 2018.