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
FBT
1876
First Bank & Trust
South Dakota
$358K -$156K -2,208 -31%
ST
1877
Sentinel Trust
Texas
$356K -$2.71M -38,347 -89%
SIMM
1878
Stillwater Investment Management (Minnesota)
Minnesota
$355K -$15.7K -223 -4%
CMANY
1879
Capital Management Associates (New York)
New York
$355K
Edgewood Management
1880
Edgewood Management
Connecticut
$352K
BS
1881
Bessemer Securities
New York
$351K +$340K +4,821 New
AWM
1882
Apollon Wealth Management
South Carolina
$351K +$349K +4,940 New
MGAM
1883
McGowan Group Asset Management
Texas
$350K +$141 +2 +0%
EIG
1884
Ellenbecker Investment Group
Wisconsin
$349K
AQA
1885
Alpha Quant Advisors
Texas
$349K +$335K +4,750 New
LHC
1886
Little House Capital
Massachusetts
$348K +$334K +4,735 New
DIA
1887
Davidson Investment Advisors
Montana
$347K -$31.5K -446 -9%
RFA
1888
Reilly Financial Advisors
California
$347K -$1.98K -28 -0.6%
SCA
1889
Sage Capital Advisors
South Dakota
$346K -$545K -7,722 -62%
RVPG
1890
Relative Value Partners Group
$346K
SNBOSCI
1891
Security National Bank of Sioux City Iowa
Iowa
$346K +$110K +1,560 +49%
HCM
1892
Highlander Capital Management
New Jersey
$345K -$11.1K -157 -3%
JFG
1893
JMG Financial Group
Illinois
$345K -$565 -8 -0.2%
PO
1894
Private Ocean
California
$345K +$199K +2,823 +148%
VF
1895
Virtu Financial
New York
$344K -$1.68M -23,856 -83%
LWM
1896
Lyell Wealth Management
California
$344K
CCM
1897
Condor Capital Management
New Jersey
$343K +$424 +6 +0.1%
CA
1898
Cumberland Advisors
Florida
$343K +$332K +4,700 New
FRM
1899
Fox Run Management
Connecticut
$342K -$262K -3,713 -44%
LCAM
1900
London & Capital Asset Management
United Kingdom
$339K +$329K +4,654 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.