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
GCM
626
Gabalex Capital Management
New York
$7.64M
BAS
627
Brown Advisory Securities
Maryland
$7.63M -$101K -1,436 -1%
PCM
628
Parsons Capital Management
Rhode Island
$7.62M -$36.7K -520 -0.5%
NWM
629
Nicola Wealth Management
British Columbia, Canada
$7.6M -$666K -9,432 -10%
SC
630
Sepio Capital
Utah
$7.59M +$7.35M +104,114 New
KIC
631
Keating Investment Counselors
Florida
$7.58M -$319K -4,522 -4%
KA
632
Kintegral Advisory
New York
$7.57M +$7.28M +103,127 New
LA
633
Lynch & Associates
Indiana
$7.57M +$25.7K +364 +0.4%
TCOV
634
Trust Company of Vermont
Vermont
$7.56M -$17.4K -246 -0.2%
CC
635
Capital Counsel
New York
$7.54M
FFSOTS
636
Fiduciary Financial Services of The Southwest
Texas
$7.49M -$46.5K -658 -0.6%
AAM
637
Augustine Asset Management
Florida
$7.44M -$109K -1,545 -1%
CB
638
Chemical Bank
Michigan
$7.43M +$127K +1,794 +2%
Squarepoint
639
Squarepoint
New York
$7.42M +$5.24M +74,178 +269%
SWM
640
Stockman Wealth Management
Montana
$7.38M -$47.1K -667 -0.7%
CGT
641
Capital Guardian Trust
California
$7.38M -$1.92M -27,241 -21%
BCM
642
Bourgeon Capital Management
Connecticut
$7.31M -$780K -11,055 -10%
LNWWM
643
Laird Norton Wetherby Wealth Management
California
$7.31M +$178K +2,521 +3%
JAM
644
Jupiter Asset Management
United Kingdom
$7.31M -$548K -7,762 -7%
SGH
645
Sivik Global Healthcare
Connecticut
$7.26M -$1.85M -26,200 -21%
RC
646
RegentAtlantic Capital
New Jersey
$7.24M +$1.7M +24,113 +32%
MDCM
647
Morgan Dempsey Capital Management
Wisconsin
$7.2M -$54.2K -768 -0.8%
BAM
648
Barrett Asset Management
New York
$7.2M -$978K -13,858 -12%
CAM
649
Congress Asset Management
Massachusetts
$7.17M +$151K +2,132 +2%
SFS
650
Strategic Financial Services
New York
$7.17M -$50.3K -713 -0.7%

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.