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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
FCFS
1701
First Command Financial Services
Texas
$548K +$96.9K +1,373 +22%
JA
1702
JOYN Advisors
Georgia
$547K +$66.7K +945 +14%
CFS
1703
CRA Financial Services
New Jersey
$547K +$530K +7,511 New
NFG
1704
Nadler Financial Group
Illinois
$540K +$424 +6 +0.1%
MWP
1705
Moller Wealth Partners
$540K +$545K +7,714 New
HC
1706
Hourglass Capital
Texas
$539K -$25.5K -361 -5%
SP
1707
Successful Portfolios
Florida
$536K -$8.82K -125 -2%
BPCA
1708
Bank Pictet & Cie (Asia)
Singapore
$535K
EML
1709
Eos Management LP
New York
$533K
SIG
1710
Sargent Investment Group
Maryland
$532K +$515K +7,302 New
LB
1711
Landmark Bank
Missouri
$531K -$52.7K -747 -9%
DAM
1712
Deltec Asset Management
New York
$530K
BOS
1713
Bingham Osborn & Scarborough
California
$529K +$6.07K +86 +1%
SFFS
1714
Stonehage Fleming Financial Services
Jersey
$523K -$74K -1,048 -13%
MWP
1715
MYCIO Wealth Partners
Pennsylvania
$523K -$10.7K -151 -2%
TAIM
1716
TD Ameritrade Investment Management
Nebraska
$523K +$176K +2,497 +53%
CSS
1717
Cubist Systematic Strategies
Connecticut
$520K -$2.39M -33,880 -83%
MSR
1718
Main Street Research
Connecticut
$520K -$6.99K -99 -1%
ANBT
1719
American National Bank & Trust
Texas
$520K +$5.22K +74 +1%
TAM
1720
Taurus Asset Management
New York
$513K
JWM
1721
JGP Wealth Management
Oregon
$510K
AFP
1722
Ausdal Financial Partners
Iowa
$509K -$230K -3,263 -32%
WAAG
1723
Wealth Alliance Advisory Group
Kansas
$509K -$85.3K -1,208 -15%
BLAM
1724
Bourne Lent Asset Management
New York
$509K
LA
1725
LexAurum Advisors
Kansas
$509K +$13.8K +195 +3%

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.