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
SFG
1926
StrategIQ Financial Group
Indiana
$319K -$14.8K -210 -5%
VBFG
1927
Vishria Bird Financial Group
Tennessee
$318K
GLA
1928
Good Life Advisors
Pennsylvania
$316K +$40.6K +575 +15%
BAM
1929
Burgundy Asset Management
Ontario, Canada
$315K -$43.5K -616 -12%
QCIG
1930
Quad-Cities Investment Group
Iowa
$314K
SHWM
1931
Smith & Howard Wealth Management
Georgia
$314K +$304K +4,305 New
HIIFS
1932
Harel Insurance Investments & Financial Services
Israel
$312K -$1.1M -15,633 -79%
AAP
1933
Arax Advisory Partners
Colorado
$312K +$103K +1,465 +52%
HCM
1934
Hilton Capital Management
New York
$311K +$7.91K +112 +3%
CSA
1935
Cottage Street Advisors
Massachusetts
$310K
PCM
1936
Poehling Capital Management
Wisconsin
$310K +$6.28K +89 +2%
PC
1937
Palo Capital
California
$309K -$21.1K -299 -7%
KA
1938
Klingman & Associates
New York
$307K -$86.4K -1,224 -23%
CBFP
1939
Cedar Brook Financial Partners
Ohio
$307K +$298K +4,216 New
FMT
1940
First Mercantile Trust
Tennessee
$306K -$861K -12,202 -74%
DI
1941
DFPG Investments
Utah
$304K +$294K +4,168 New
BCP
1942
Berkeley Capital Partners
Georgia
$303K -$17.2K -244 -6%
KCPG
1943
Kavar Capital Partners Group
Kansas
$302K -$2.82K -40 -1%
SCM
1944
Southport Capital Management
Tennessee
$302K +$21.7K +308 +8%
AAMA
1945
Advanced Asset Management Advisors
Ohio
$302K +$292K +4,142 New
AWM
1946
AllSquare Wealth Management
New York
$301K
FC
1947
Fayerweather Charles
$300K -$36.4K -515 -11%
PAG
1948
Pinnacle Advisory Group
Maryland
$299K +$424 +6 +0.1%
OPA
1949
Old Port Advisors
Maine
$299K +$292K +4,132 New
VWM
1950
Venturi Wealth Management
Texas
$299K +$299K +4,231 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.