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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
LDB
601
Lee, Danner & Bass
Tennessee
$8.27M -$83.9K -1,188 -1%
TTWM
602
TCV Trust & Wealth Management
Virginia
$8.27M +$3.99M +56,517 +99%
MC
603
Moors & Cabot
Massachusetts
$8.26M -$700K -9,916 -8%
FHA
604
First Horizon Advisors
Tennessee
$8.25M +$189K +2,683 +2%
FAM
605
Fred Alger Management
New York
$8.18M +$7.49M +106,164 +1,782%
WJA
606
Williams Jones & Associates
New York
$8.15M +$206K +2,914 +3%
GI
607
GAMCO Investors
Connecticut
$8.12M -$70.9K -1,005 -0.9%
NC
608
Northpointe Capital
Michigan
$8.04M -$165K -2,342 -2%
SSWM
609
Smith Salley Wealth Management
North Carolina
$7.97M +$206K +2,912 +3%
DY
610
Dowling & Yahnke
California
$7.94M +$148K +2,101 +2%
RHAM
611
Round Hill Asset Management
California
$7.91M -$5.79K -82 -0.1%
AIM
612
Assured Investment Management
New York
$7.91M +$3.87M +54,768 +102%
MIFH
613
Migdal Insurance & Financial Holdings
Israel
$7.9M -$4.56M -64,565 -38%
GH
614
GAM Holding
Switzerland
$7.89M -$787K -11,152 -9%
Westfield Capital Management
615
Westfield Capital Management
Massachusetts
$7.88M -$54K -765 -0.7%
CAM
616
Cresset Asset Management
Illinois
$7.86M +$7.56M +107,065 New
PIA
617
Piedmont Investment Advisors
North Carolina
$7.83M +$4.58M +64,921 +153%
BFO
618
Boston Family Office
Massachusetts
$7.8M -$390K -5,531 -5%
BIAS
619
Beacon Investment Advisory Services
New Jersey
$7.76M +$88.9K +1,259 +1%
GIM
620
Greylin Investment Management
Virginia
$7.76M -$9.56M -135,407 -56%
BIA
621
Barry Investment Advisors
Massachusetts
$7.76M +$42.3K +599 +0.6%
DIA
622
Dana Investment Advisors
Wisconsin
$7.71M +$7.47M +105,747 New
CB
623
Community Bank
New York
$7.7M +$184K +2,612 +3%
GP
624
Girard Partners
Pennsylvania
$7.69M -$84.8K -1,201 -1%
Capital Fund Management (CFM)
625
Capital Fund Management (CFM)
France
$7.68M +$7.44M +105,351 New

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.