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
GAM
1201
Gould Asset Management
California
$1.73M
MWM
1202
MinichMacGregor Wealth Management
New York
$1.72M +$1.87M +26,478 +1,616%
BEAM
1203
Baker Ellis Asset Management
Washington
$1.71M -$22.2K -315 -1%
FIM
1204
Freedom Investment Management
Connecticut
$1.7M +$532K +7,535 +48%
IAMOG
1205
Investors Asset Management of Georgia
Georgia
$1.7M -$18.5K -262 -1%
OAM
1206
Oxford Asset Management
United Kingdom
$1.7M +$1.41M +19,931 +592%
PAM
1207
Pegasus Asset Management
New York
$1.7M -$7.84K -111 -0.5%
HWA
1208
HCR Wealth Advisors
California
$1.68M +$20.7K +293 +1%
SC
1209
Savant Capital
Illinois
$1.68M +$188K +2,666 +13%
MC
1210
Mathes Company
New York
$1.68M
CG
1211
Colony Group
Massachusetts
$1.68M -$259K -3,663 -14%
PK
1212
Pflug Koory
Nebraska
$1.68M
PAM
1213
Palisade Asset Management
Minnesota
$1.67M -$7.41K -105 -0.5%
SBL
1214
Sargent Bickham Lagudis
Colorado
$1.66M +$38.3K +542 +2%
CFGS
1215
Concourse Financial Group Securities
Alabama
$1.66M +$1.18M +16,740 +286%
FHB
1216
First Hawaiian Bank
Hawaii
$1.65M -$1.23M -17,362 -43%
IIC
1217
Ironwood Investment Counsel
Arizona
$1.65M -$83.1K -1,177 -5%
ROTUOC
1218
Regents of the University of California
California
$1.65M
BSPF
1219
British Steel Pension Fund
United Kingdom
$1.65M +$1.72M +24,378 New
CWS
1220
Cypress Wealth Services
California
$1.65M +$2.96K +42 +0.2%
MCM
1221
Maple Capital Management
Vermont
$1.65M +$10.9K +154 +0.7%
SIC
1222
Shoker Investment Counsel
Ohio
$1.64M -$11.8K -167 -0.7%
AAM
1223
Aureus Asset Management
Massachusetts
$1.63M +$46.7K +662 +3%
BHC
1224
Bowen Hanes & Co
Florida
$1.63M +$1.25M +17,732 +389%
MWM
1225
Modera Wealth Management
New Jersey
$1.62M -$37.8K -536 -2%

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.