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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
SCM
151
Sterling Capital Management
North Carolina
$116M -$6.18M -87,558 -5%
CWM
152
CIBC World Markets
New York
$113M -$750K -10,628 -0.7%
BIP
153
Brandes Investment Partners
California
$111M -$18.8M -266,636 -15%
Aviva
154
Aviva
United Kingdom
$107M -$27.3M -386,618 -21%
Caisse de Depot et Placement du Quebec (CDPQ)
155
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$106M -$38.7M -547,828 -27%
GIA
156
Gateway Investment Advisers
Ohio
$106M +$431K +6,099 +0.4%
Envestnet Asset Management
157
Envestnet Asset Management
Illinois
$103M +$97.6M +1,382,011 +4,068%
TPI
158
Tesco Pension Investment
United Kingdom
$102M
ZIM
159
Zacks Investment Management
Illinois
$100M -$7.49M -106,111 -7%
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$98.8M +$17M +240,157 +22%
MSV
161
MN Services Vermogensbeheer
Netherlands
$98.5M +$77.1M +1,092,330 +241%
SCM
162
Shapiro Capital Management
Georgia
$97.9M -$26.7M -377,934 -22%
CIC
163
Crawford Investment Counsel
Georgia
$96.9M -$9.16M -129,740 -9%
KeyBank National Association
164
KeyBank National Association
Ohio
$96.2M -$1.88M -26,587 -2%
ACI
165
AMP Capital Investors
Australia
$94.8M +$2.19M +30,958 +2%
LBA
166
Letko, Brosseau & Associates
Quebec, Canada
$91.8M -$27.4M -387,983 -24%
EPFB
167
Employees Provident Fund Board
Malaysia
$90.4M -$16.2M -229,581 -16%
First Trust Advisors
168
First Trust Advisors
Illinois
$89.5M +$6.78M +95,983 +8%
BCM
169
Bridgeway Capital Management
Texas
$89.3M +$67.4M +954,361 +352%
Mirae Asset Global Investments
170
Mirae Asset Global Investments
South Korea
$87.5M +$20.9M +295,998 +33%
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$86.8M +$1.7M +24,124 +2%
BCIM
172
British Columbia Investment Management
British Columbia, Canada
$86.4M +$10.9M +153,880 +15%
AIA
173
Avalon Investment & Advisory
Texas
$86.4M +$15.3M +216,424 +22%
TAM
174
Tocqueville Asset Management
New York
$86.3M -$15M -211,980 -15%
FCM
175
Flinton Capital Management
Pennsylvania
$85.9M +$28.9M +409,234 +53%

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.