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
BWM
701
Buckley Wealth Management
Nevada
$6.19M -$74.7K -1,058 -1%
CAM
702
Carret Asset Management
New York
$6.17M -$31.8K -450 -0.5%
PP
703
Palladium Partners
Virginia
$6.17M -$201K -2,854 -3%
MPM
704
Meritage Portfolio Management
Kansas
$6.16M -$113K -1,605 -2%
AI
705
Atria Investments
North Carolina
$6.11M -$2.19M -31,082 -27%
AP
706
Advisor Partners
California
$6.08M +$504K +7,141 +9%
CAM
707
Centre Asset Management
New York
$6.07M +$5.87M +83,222 New
CBN
708
Cadence Bank NA
Texas
$6.02M +$25.1K +355 +0.4%
RIG
709
Renaissance Investment Group
Massachusetts
$6.02M +$23.1K +327 +0.4%
OIM
710
Opus Investment Management
Massachusetts
$5.99M
WIA
711
Wealthstreet Investment Advisors
Texas
$5.98M -$79.8K -1,131 -1%
Cerity Partners
712
Cerity Partners
New York
$5.97M -$79K -1,119 -1%
LIA
713
LS Investment Advisors
Michigan
$5.93M -$555K -7,858 -9%
SIM
714
Sonora Investment Management
Arizona
$5.92M +$482K +6,829 +9%
SSB
715
Sandy Spring Bank
Maryland
$5.83M -$953K -13,506 -14%
CC
716
Courier Capital
New York
$5.82M -$238K -3,366 -4%
BIC
717
Beach Investment Counsel
Pennsylvania
$5.81M -$74K -1,048 -1%
SCI
718
SkyBridge Capital II
New York
$5.8M -$1.51M -21,333 -21%
ACM
719
Adalta Capital Management
New York
$5.79M -$74K -1,048 -1%
GCM
720
Garland Capital Management
Washington
$5.78M +$11.1K +157 +0.2%
BUB
721
BBVA USA Bancshares
Texas
$5.76M +$330K +4,671 +6%
KFP
722
KMG Fiduciary Partners
Ohio
$5.75M +$5.57M +78,832 New
ACC
723
Accident Compensation Corp
New Zealand
$5.74M -$658K -9,327 -11%
CM
724
Columbus Macro
Pennsylvania
$5.62M -$97.8K -1,385 -2%
CCM
725
Campbell Capital Management
Florida
$5.6M +$5.43M +76,855 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.