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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
PAM
426
Private Asset Management
California
$16.2M -$1.29M -18,282 -8%
BCM
427
Barometer Capital Management
Ontario, Canada
$15.9M +$15.4M +218,298 New
GGI
428
Godsey & Gibb Inc
Virginia
$15.9M +$60.3K +854 +0.4%
MA
429
Montag & Associates
Georgia
$15.9M -$84.3K -1,194 -0.5%
PAG
430
Private Advisor Group
New Jersey
$15.8M -$2.05M -29,029 -12%
KWILP
431
Kiwi Wealth Investments Limited Partnership
New Zealand
$15.8M +$5.6M +79,302 +58%
TH
432
TCTC Holdings
Texas
$15.8M +$42.9K +608 +0.3%
FNBT
433
FineMark National Bank & Trust
Florida
$15.6M +$393K +5,566 +3%
SIA
434
Sit Investment Associates
Minnesota
$15.6M +$15M +212,561 +15,910%
TU
435
TDAM USA
Ontario, Canada
$15.6M +$4.89M +69,254 +48%
CCM
436
Covington Capital Management
California
$15.4M -$209K -2,965 -1%
RIM
437
Redpoint Investment Management
Australia
$15.3M
LOAMS
438
Lombard Odier Asset Management (Switzerland)
Switzerland
$15.3M +$13.6M +193,271 +1,146%
GAI
439
General American Investors
New York
$15.3M
CS
440
Central Securities
New York
$15.3M
VMPIC
441
Varma Mutual Pension Insurance Co
Finland
$15.3M
BWP
442
Baldwin Wealth Partners
Massachusetts
$15.3M -$102K -1,447 -0.7%
AIM
443
Avity Investment Management
Connecticut
$15.1M -$253K -3,587 -2%
JGUA
444
John G. Ullman & Associates
New York
$15.1M -$3.95M -56,017 -21%
First Manhattan
445
First Manhattan
New York
$15M -$233K -3,304 -2%
PSUF
446
People's United Financial
Connecticut
$15M +$99.8K +1,414 +0.7%
FBP
447
Flippin Bruce & Porter
Virginia
$14.9M +$972K +13,770 +7%
SPIA
448
Steward Partners Investment Advisory
New York
$14.5M +$1.65M +23,424 +13%
Kayne Anderson Rudnick Investment Management
449
Kayne Anderson Rudnick Investment Management
California
$14.4M -$6.14M -87,040 -31%
RCM
450
Riverhead Capital Management
Delaware
$14.4M +$6.42M +90,922 +85%

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.