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Merck
MRK

Overview Fund Activity

2,245 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, 740 increasing their positions, 960 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,245
Holders Change
+194
Holders Change %
+9.46%
% of All Funds
50.1%
Holding in Top 10
251
Holding in Top 10 Change
+109
Holding in Top 10 Change %
+76.76%
% of All Funds
5.6%
New
281
Increased
740
Reduced
960
Closed
66
Calls
$1.91B
Puts
$1.85B
Net Calls
+$56.3M
Net Calls Change
-$228M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$921M
2
BlackRock
BlackRock
New York
+$788M
3
Goldman Sachs
Goldman Sachs
New York
+$788M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$366M
5
Capital World Investors
Capital World Investors
California
+$343M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$860M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$726M
3
Boston Partners
Boston Partners
Massachusetts
-$725M
4
AIG
American International Group
New York
-$569M
5
Deutsche Bank
Deutsche Bank
Germany
-$458M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHWM
1926
Smith & Howard Wealth Management
Georgia
$314K +$314K +4,305 New
HIIFS
1927
Harel Insurance Investments & Financial Services
Israel
$312K -$1.14M -15,633 -79%
AAP
1928
Arax Advisory Partners
Colorado
$312K +$107K +1,465 +52%
HCM
1929
Hilton Capital Management
New York
$311K +$8.18K +112 +3%
CSA
1930
Cottage Street Advisors
Massachusetts
$310K – – –
PCM
1931
Poehling Capital Management
Wisconsin
$310K +$6.5K +89 +2%
PC
1932
Palo Capital
California
$309K -$21.8K -299 -7%
KA
1933
Klingman & Associates
New York
$307K -$89.3K -1,224 -23%
CBFP
1934
Cedar Brook Financial Partners
Ohio
$307K +$307K +4,216 New
FMT
1935
First Mercantile Trust
Tennessee
$306K -$889K -12,202 -74%
DI
1936
DFPG Investments
Utah
$304K +$304K +4,168 New
BCP
1937
Berkeley Capital Partners
Georgia
$303K -$17.8K -244 -6%
KCPG
1938
Kavar Capital Partners Group
Kansas
$302K -$2.92K -40 -1%
SCM
1939
Southport Capital Management
Tennessee
$302K +$22.4K +308 +8%
AAMA
1940
Advanced Asset Management Advisors
Ohio
$302K +$302K +4,142 New
AWM
1941
AllSquare Wealth Management
New York
$301K – – –
FC
1942
Fayerweather Charles
$300K -$37.4K -515 -11%
PAG
1943
Pinnacle Advisory Group
Maryland
$299K +$437 +6 +0.1%
OPA
1944
Old Port Advisors
Maine
$299K +$299K +4,132 New
VWM
1945
Venturi Wealth Management
Texas
$299K +$299K +4,231 New
CHJWM
1946
Carlton Hofferkamp & Jenks Wealth Management
Texas
$298K -$7.99K -110 -3%
BFPW
1947
BOK Financial Private Wealth
Colorado
$297K +$297K +4,070 New
HPC
1948
HM Payson & Co
Maine
$296K -$24.6M -337,028 -99%
AIM
1949
Advantage Investment Management
Iowa
$296K -$37K -507 -11%
SAMC
1950
Spectrum Asset Management (California)
California
$296K – – –
76 77
78
79 80