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
NL
1476
NWAM LLC
Washington
$911K +$109K +1,546 +14%
EIA
1477
Edgemoor Investment Advisors
Maryland
$910K -$6.82M -96,563 -89%
MPAM
1478
Murphy Pohlad Asset Management
Minnesota
$904K -$20K -283 -2%
DBRC
1479
D.B. Root & Company
Pennsylvania
$904K -$15.2K -216 -2%
GCM
1480
Grisanti Capital Management
New York
$903K
GC
1481
Grimes & Company
Massachusetts
$898K -$11.9K -169 -1%
PFS
1482
Physicians Financial Services
North Carolina
$898K +$189K +2,672 +28%
OIA
1483
OneDigital Investment Advisors
Kansas
$895K +$254K +3,594 +41%
CA
1484
Capital Advantage
California
$891K +$18.3K +259 +2%
AFC
1485
AFT Forsyth & Company
Florida
$884K +$1.13K +16 +0.1%
RWP
1486
RWA Wealth Partners
Massachusetts
$878K +$130K +1,843 +18%
MMG
1487
Monetary Management Group
Missouri
$874K +$124K +1,755 +17%
WWM
1488
Windsor Wealth Management
Indiana
$872K -$192K -2,722 -19%
MCM
1489
Marathon Capital Management
Maryland
$867K -$11.9K -168 -1%
IFWM
1490
Institute for Wealth Management
Colorado
$866K +$18.1K +257 +2%
AA
1491
Apriem Advisors
California
$865K +$18.1K +256 +2%
9WM
1492
9258 Wealth Management
Ohio
$863K +$836K +11,837 New
CWA
1493
Cypress Wealth Advisors
California
$861K -$32.4K -459 -4%
NCM
1494
Northwest Capital Management
Oregon
$861K +$5.08K +72 +0.6%
LKIM
1495
Lawson Kroeker Investment Management
Nebraska
$856K
HAIM
1496
Hunter Associates Investment Management
Pennsylvania
$855K -$104K -1,473 -11%
WA1
1497
Wimmer Associates 1
California
$855K +$22.9K +325 +3%
NSAM
1498
North Star Asset Management
Wisconsin
$853K -$23.9K -338 -3%
PBT
1499
Pictet Bank & Trust
Bahamas
$848K
WFM
1500
Wolff Financial Management
Michigan
$848K +$821K +11,633 New

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.