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
MYLI
826
Meiji Yasuda Life Insurance
Japan
$4.16M +$58.5K +829 +1%
TF
827
Tompkins Financial
New York
$4.15M -$46.9K -665 -1%
IIM
828
Ipswich Investment Management
Massachusetts
$4.12M +$7.76K +110 +0.2%
FA
829
Financial Advantage
Maryland
$4.12M -$55.3K -783 -1%
SCM
830
Stonebridge Capital Management
California
$4.09M -$610K -8,641 -13%
Kovitz Investment Group Partners
831
Kovitz Investment Group Partners
Illinois
$4.09M +$3.62M +51,225 +1,061%
JWM
832
Jackson Wealth Management
Florida
$4.08M -$28.7K -406 -0.7%
FCA
833
FLC Capital Advisors
California
$4.07M +$3.94M +55,844 New
MC
834
Miramar Capital
Illinois
$4.05M +$3.82M +54,109 New
KWM
835
Kingsview Wealth Management
Oregon
$4.05M +$50.2K +711 +1%
SYBT
836
Stock Yards Bank & Trust
Kentucky
$4.03M +$29.1K +412 +0.8%
WIC
837
Woodmont Investment Counsel
Tennessee
$4.03M +$192K +2,725 +5%
BCM
838
BTC Capital Management
Iowa
$4.02M +$640K +9,064 +20%
SNB
839
Security National Bank
Nebraska
$4M +$113K +1,603 +3%
FFWA
840
FRG Family Wealth Advisors
Washington
$3.99M -$118K -1,667 -3%
CCM
841
Chilton Capital Management
Texas
$3.98M -$531K -7,529 -12%
WDA
842
Wendell David Associates
New Hampshire
$3.98M -$259K -3,664 -6%
TNB
843
Thomasville National Bank
Georgia
$3.97M -$183K -2,597 -5%
DDC
844
DF Dent & Co
Maryland
$3.96M -$276K -3,913 -7%
CAM
845
Cypress Asset Management
Texas
$3.95M -$367K -5,204 -9%
CA
846
Cetera Advisors
Colorado
$3.94M -$158K -2,245 -4%
IC
847
Intersect Capital
California
$3.94M -$58.1K -823 -2%
KRSITF
848
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.93M +$88.7K +1,257 +2%
LYV
849
Live Your Vision
Pennsylvania
$3.93M -$212 -3 -0%
IFAM
850
Institutional & Family Asset Management
Colorado
$3.93M -$985K -13,950 -21%

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.