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2,056 hedge funds and large institutions have $142B invested in Merck in 2018 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 756 increasing their positions, 900 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 61

25% more call options, than puts

Call options by funds: $1.4B | Put options by funds: $1.12B

24% more funds holding in top 10

Funds holding in top 10: 115143 (+28)

18% more capital invested

Capital invested by funds: $120B → $142B (+$21.5B)

2% more funds holding

Funds holding: 2,0172,056 (+39)

1.27% more ownership

Funds ownership: 77.38%78.66% (+1.3%)

16% less repeat investments, than reductions

Existing positions increased: 756 | Existing positions reduced: 900

Holders
2,056
Holders Change
+39
Holders Change %
+1.93%
% of All Funds
47.01%
Holding in Top 10
143
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+24.35%
% of All Funds
3.27%
New
117
Increased
756
Reduced
900
Closed
61
Calls
$1.4B
Puts
$1.12B
Net Calls
+$284M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
126
Public Employees Retirement Association of Colorado
Colorado
$154M -$110K -1,725 -0.1%
US Bancorp
127
US Bancorp
Minnesota
$152M -$1.87M -29,379 -1%
Axa
128
Axa
France
$151M -$58.9M -924,362 -29%
SCCM
129
Schafer Cullen Capital Management
New York
$148M -$4.85M -76,147 -3%
CP
130
Coho Partners
Pennsylvania
$145M -$3.22M -50,576 -2%
Retirement Systems of Alabama
131
Retirement Systems of Alabama
Alabama
$145M -$8.89M -139,515 -6%
Brown Advisory
132
Brown Advisory
Maryland
$144M -$1.22M -19,167 -0.9%
BGIM
133
Brandywine Global Investment Management
Pennsylvania
$139M -$4.21M -66,113 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
134
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$136M +$18.1M +284,570 +17%
DC
135
Davenport & Co
Virginia
$134M -$1.27M -19,929 -1%
SC
136
SRB Corp
Massachusetts
$134M
HA
137
Homestead Advisers
Virginia
$133M
RFC
138
Regions Financial Corp
Alabama
$132M -$1.81M -28,467 -1%
NIPH
139
NN Investment Partners Holdings
Netherlands
$130M -$30.8M -483,000 -20%
Toronto Dominion Bank
140
Toronto Dominion Bank
Ontario, Canada
$129M +$2.5M +39,287 +2%
PC
141
Polar Capital
United Kingdom
$129M +$102M +1,596,949 +521%
Ohio Public Employees Retirement System (OPERS)
142
Ohio Public Employees Retirement System (OPERS)
Ohio
$126M -$2.55M -39,963 -2%
MNG
143
Manning & Napier Group
New York
$125M -$3.46M -54,304 -3%
Aviva
144
Aviva
United Kingdom
$125M -$7.57M -118,806 -6%
HighTower Advisors
145
HighTower Advisors
Illinois
$125M -$3.96M -62,161 -3%
SO
146
STRS Ohio
Ohio
$121M -$10.6M -165,606 -8%
BIP
147
Brandes Investment Partners
California
$121M -$2.24M -35,175 -2%
Luther King Capital Management (LKCM)
148
Luther King Capital Management (LKCM)
Texas
$120M +$3.82M +59,911 +3%
Treasurer of the State of North Carolina
149
Treasurer of the State of North Carolina
North Carolina
$118M +$37M +580,047 +50%
AG
150
Aperio Group
California
$118M +$3.98M +62,399 +4%

MRK Hedge Fund Activity: Q3 2018 in Review

2,056 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q3 2018, worth a combined $142B — up 18% from $120B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new MRK positions and 61 closed out — a net gain of 56 holders — while 756 added to existing stakes and 900 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.41B. The largest seller was Capital World Investors, cutting an estimated $1.18B.

  • 2,056 institutional investors held Merck (MRK) as of Q3 2018, up from 2,017 in Q2 2018.
  • Funds reported $142B of Merck stock for Q3 2018, up 18% quarter-over-quarter.
  • 117 funds opened new Merck positions in Q3 2018 and 61 closed out, a net change of +56 holders.
  • The largest Merck buyer in Q3 2018 was Capital International Investors, an estimated $1.41B added.
  • The largest Merck seller in Q3 2018 was Capital World Investors, an estimated $1.18B sold.

Based on aggregated 13F filings for Q3 2018.