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
PAS
1801
Partnervest Advisory Services
California
$420K -$168K -2,373 -29%
GPA
1802
Garrison Point Advisors
California
$419K +$405K +5,744 New
SCM
1803
SOL Capital Management
Maryland
$418K -$12.4K -176 -3%
RWG
1804
Regal Wealth Group
California
$418K +$71 +1 +0%
PWMAG
1805
Pinnacle Wealth Management Advisory Group
New Jersey
$416K -$53.2K -754 -12%
AWA
1806
AmeriServ Wealth Advisors
Pennsylvania
$415K +$148K +2,096 +58%
SCM
1807
Silvant Capital Management
Georgia
$414K
LIA
1808
LBMC Investment Advisors
Tennessee
$414K +$8.61K +122 +2%
VWA
1809
V Wealth Advisors
Kansas
$413K -$5.79K -82 -1%
HEIP
1810
Hudson Edge Investment Partners
New Jersey
$413K
LPT
1811
Legacy Private Trust
Wisconsin
$410K -$7.41K -105 -2%
SAA
1812
Southeast Asset Advisors
Georgia
$409K
PIA
1813
Pinion Investment Advisors
Kansas
$408K -$3.32K -47 -0.8%
SCM
1814
Snow Capital Management
Pennsylvania
$407K
GCMG
1815
Gyroscope Capital Management Group
Florida
$406K -$17.9K -253 -4%
FMTC
1816
Farmers & Merchants Trust Company
California
$406K +$393K +5,563 New
ACM
1817
Ashford Capital Management
Delaware
$405K
NCM
1818
Neumann Capital Management
California
$403K -$29.6K -419 -7%
RCM
1819
RB Capital Management
Nevada
$403K +$1.55K +22 +0.4%
BOS
1820
Bank of Stockton
California
$403K +$18.5K +262 +5%
AIA
1821
Alera Investment Advisors
Illinois
$401K +$388K +5,494 New
KFA
1822
Kelleher Financial Advisors
New York
$400K
BCM
1823
Breiter Capital Management
Florida
$399K -$291K -4,124 -43%
LIM
1824
Lathrop Investment Management
Arkansas
$398K +$386K +5,464 New
BWM
1825
Baystate Wealth Management
Massachusetts
$397K +$17.2K +243 +5%

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.