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
FCH
1176
Freestone Capital Holdings
Washington
$1.8M +$37.8K +536 +2%
S
1177
SignatureFD
Georgia
$1.8M +$146K +2,067 +9%
AUB
1178
Atlantic Union Bankshares
Virginia
$1.8M -$41.3K -585 -2%
GA
1179
GFS Advisors
Texas
$1.79M -$14.8K -209 -0.8%
GW
1180
GW & Wade
Massachusetts
$1.79M +$16K +226 +0.9%
VCM
1181
Vigilant Capital Management
Maine
$1.79M +$16.2K +230 +0.9%
BHBT
1182
Burke & Herbert Bank & Trust
Virginia
$1.79M +$2.61K +37 +0.2%
BFO
1183
Biltmore Family Office
North Carolina
$1.78M +$120K +1,700 +8%
LJAC
1184
L.J. Altfest & Co
New York
$1.78M -$63K -892 -4%
BWM
1185
BigSur Wealth Management
Florida
$1.78M +$181K +2,557 +12%
VNIM
1186
Vaughan Nelson Investment Management
Texas
$1.78M
CFA
1187
Carroll Financial Associates
North Carolina
$1.77M -$14.9K -211 -0.8%
ANRIA
1188
American National Registered Investment Advisor
Texas
$1.77M -$30.3K -429 -2%
WHG
1189
Westwood Holdings Group
Texas
$1.77M +$52.7K +746 +3%
SBWM
1190
Sunflower Bank Wealth Management
Arizona
$1.76M
GCM
1191
Glynn Capital Management
California
$1.76M
CG
1192
Caprock Group
Idaho
$1.76M +$199K +2,821 +13%
PAS
1193
Park Avenue Securities
New York
$1.75M +$291K +4,118 +20%
SLF
1194
Sun Life Financial
Ontario, Canada
$1.75M +$13K +184 +0.8%
APA
1195
American Portfolios Advisors
New York
$1.74M -$84.2K -1,193 -5%
TIP
1196
Torray Investment Partners
Maryland
$1.74M -$237K -3,364 -12%
TI
1197
Trexquant Investment
Connecticut
$1.74M -$3.73M -52,774 -69%
AFM
1198
Andesa Financial Management
Pennsylvania
$1.73M +$1.68M +23,760 New
CCM
1199
Compton Capital Management
Rhode Island
$1.73M
FANJ
1200
Financial Architects (New Jersey)
New Jersey
$1.73M -$11.7K -166 -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.