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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
PA
1026
Parallel Advisors
California
$2.62M +$235K +3,325 +10%
IPW
1027
Inlet Private Wealth
Florida
$2.61M +$2.53M +35,841 New
SBIA
1028
Sheaff Brock Investment Advisors
Indiana
$2.61M -$60K -850 -2%
CCFCSB
1029
Cape Cod Five Cents Savings Bank
Massachusetts
$2.6M -$18.8K -267 -0.7%
PCA
1030
Personal Capital Advisors
California
$2.6M +$520K +7,372 +26%
UCI
1031
Uncommon Cents Investing
Wisconsin
$2.6M -$76.2K -1,079 -3%
SACTSONJ
1032
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.6M
MCM
1033
Manchester Capital Management
Vermont
$2.58M
BL
1034
BFSG LLC
California
$2.56M +$12.1K +172 +0.5%
BMA
1035
Brooks Moore & Associates
Tennessee
$2.56M +$2.48M +35,065 New
Two Sigma Investments
1036
Two Sigma Investments
New York
$2.55M +$2.47M +35,028 New
AWM
1037
Altium Wealth Management
New York
$2.55M -$926K -13,121 -27%
HAG
1038
HighPoint Advisor Group
Illinois
$2.55M +$60.1K +851 +3%
S
1039
Seeyond
France
$2.54M +$2.46M +34,843 New
BONST
1040
Bank of Nova Scotia Trust
Ontario, Canada
$2.54M +$78.6K +1,114 +3%
SFWA
1041
Summit Financial Wealth Advisors
Louisiana
$2.53M +$248K +3,518 +11%
HC
1042
Hendley & Co
Ohio
$2.53M -$2.57M -36,451 -51%
WCM
1043
Washington Capital Management
Washington
$2.52M -$18.5K -262 -0.8%
OWD
1044
Osborn Williams & Donohoe
Ohio
$2.51M -$89.5K -1,268 -4%
FA
1045
FMA Advisory
Pennsylvania
$2.51M -$16.8K -238 -0.7%
TIM
1046
Thompson Investment Management
Wisconsin
$2.5M -$569K -8,054 -19%
RG
1047
Rikoon Group
New Mexico
$2.49M -$8.61K -122 -0.4%
AA
1048
ALPS Advisors
Colorado
$2.49M -$47.7M -676,271 -95%
FCCM
1049
First City Capital Management
Georgia
$2.48M -$79.5K -1,126 -3%
SS
1050
Simplicity Solutions
Minnesota
$2.48M +$752K +10,653 +46%

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.