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
BCM
751
Birmingham Capital Management
Alabama
$5.24M -$59.9K -849 -1%
CCM
752
Copernicus Capital Management
California
$5.23M +$5.06M +71,747 New
EHC
753
Everett Harris & Co
California
$5.22M -$26.3K -372 -0.5%
PFO
754
Pathstone Family Office
New Jersey
$5.21M +$77.1K +1,092 +2%
CAMG
755
CWA Asset Management Group
Florida
$5.21M +$523K +7,403 +12%
NCM
756
Narwhal Capital Management
Georgia
$5.2M -$8.19K -116 -0.2%
BFM
757
Boston Financial Management
Massachusetts
$5.2M -$71.7K -1,015 -1%
NB
758
NBT Bank
New York
$5.2M -$494 -7 -0%
AI
759
ArchPoint Investors
Florida
$5.11M -$259K -3,668 -5%
LIC
760
Lodestar Investment Counsel
Illinois
$5.11M +$99.6K +1,411 +2%
RIA
761
RPG Investment Advisory
California
$5.06M -$2.56M -36,238 -34%
MPA
762
Marvin & Palmer Associates
Delaware
$5.06M +$4.9M +69,411 New
AF
763
Arrow Financial
New York
$5.05M +$353 +5 +0%
SCM
764
Stellar Capital Management
Arizona
$5.05M -$15.7K -222 -0.3%
TRCT
765
Tower Research Capital (TRC)
New York
$5.04M +$498K +7,049 +11%
ONB
766
Old National Bancorp
Indiana
$5.03M -$1.28M -18,170 -21%
MIM
767
Marco Investment Management
Georgia
$5.02M -$178K -2,515 -4%
NEAM
768
New England Asset Management
Connecticut
$5.02M +$192K +2,724 +4%
CGH
769
Crossmark Global Holdings
Texas
$5.01M +$139K +1,970 +3%
DSC
770
Duncker Streett & Co
Missouri
$5M +$913K +12,934 +23%
ACM
771
Advisors Capital Management
New Jersey
$4.98M -$2.67M -37,856 -36%
CCMINC
772
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.97M +$42.9K +608 +0.9%
MHIC
773
Marble Harbor Investment Counsel
Massachusetts
$4.96M -$14.4K -204 -0.3%
TCOT
774
Trust Company of Toledo
Ohio
$4.95M -$15.4K -218 -0.3%
RMCM
775
Reynders McVeigh Capital Management
Massachusetts
$4.95M +$1.47M +20,771 +44%

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.