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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
CHJWM
1951
Carlton Hofferkamp & Jenks Wealth Management
Texas
$298K -$7.76K -110 -3%
BFPW
1952
BOK Financial Private Wealth
Colorado
$297K +$287K +4,070 New
HPC
1953
HM Payson & Co
Maine
$296K -$23.8M -337,028 -99%
AIM
1954
Advantage Investment Management
Iowa
$296K -$35.8K -507 -11%
SAMC
1955
Spectrum Asset Management (California)
California
$296K
BIM
1956
Bridgecreek Investment Management
Oklahoma
$294K
FBA
1957
Front Barnett Associates
Illinois
$294K
SWA
1958
SFMG Wealth Advisors
Texas
$294K
CNC
1959
Citizens & Northern Corp
Pennsylvania
$293K
SG
1960
Somerset Group
Minnesota
$293K
FPCP
1961
Fort Point Capital Partners
California
$293K +$13.3K +189 +5%
AIM
1962
Allen Investment Management
New York
$293K +$28.9K +409 +11%
WC
1963
Weil Company
California
$292K -$8.61K -122 -3%
AC
1964
Addison Capital
Pennsylvania
$292K
PHAM
1965
Palisades Hudson Asset Management
Florida
$292K
UBG
1966
United Bank (Georgia)
Georgia
$291K -$32.4K -459 -10%
PP
1967
PDS Planning
Ohio
$291K +$14.8K +210 +6%
CCP
1968
Cardan Capital Partners
Colorado
$287K
FC
1969
Ferris Capital
Massachusetts
$286K +$635 +9 +0.2%
BWP
1970
BSW Wealth Partners
Colorado
$285K -$402K -5,692 -59%
HFA
1971
High Falls Advisors
New York
$283K +$71 +1 +0%
FTI
1972
Fiduciary Trust International
Massachusetts
$283K +$39.9K +565 +17%
AFNAS
1973
American Financial Network Advisory Services
California
$282K -$11.9K -168 -4%
GWM
1974
Greenwich Wealth Management
Connecticut
$281K +$4.24K +60 +2%
TCPWM
1975
Traverso Chambers Private Wealth Management
California
$281K +$272K +3,853 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.