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
HCM
1976
HM Capital Management
Missouri
$280K +$918 +13 +0.3%
FFG
1977
Frisch Financial Group
New York
$279K +$270K +3,831 New
TCCM
1978
Timber Creek Capital Management
Massachusetts
$278K -$68.2K -966 -20%
DDPIC
1979
Deroy & Devereaux Private Investment Counsel
Michigan
$278K
NBG
1980
Nancy B. Gardiner
$277K -$12.4K -176 -4%
NP
1981
NorthRock Partners
Minnesota
$277K +$26K +368 +11%
VCM
1982
Vivaldi Capital Management
Illinois
$276K -$17.6K -250 -6%
Schroder Investment Management Group
1983
Schroder Investment Management Group
United Kingdom
$276K -$115M -1,624,675 -30%
CCA
1984
Conservest Capital Advisors
Pennsylvania
$275K -$138K -1,951 -34%
DAM
1985
Diamant Asset Management
Connecticut
$275K
MWM
1986
Merriman Wealth Management
Washington
$274K -$17.3K -245 -6%
WMA
1987
Wealth Management Associates
New Jersey
$273K +$265K +3,748 New
CAC
1988
Certified Advisory Corp
Florida
$272K -$10.4K -147 -4%
RI
1989
Rudd International
Florida
$270K +$262K +3,713 New
WPA
1990
West Paces Advisors
Georgia
$270K
WAG
1991
Winthrop Advisory Group
Massachusetts
$268K -$8.4K -119 -3%
SL
1992
Signition LP
New York
$268K +$259K +3,674 New
GWM
1993
GSB Wealth Management
Connecticut
$267K -$259K -3,668 -50%
EBSAM
1994
Eubel Brady & Suttman Asset Management
Ohio
$267K +$282 +4 +0.1%
RPGK
1995
Retirement Planning Group (Kansas)
Kansas
$267K +$258K +3,655 New
MVA
1996
Mount Vernon Associates
Maryland
$265K
VAS
1997
Valicenti Advisory Services
New York
$265K +$71 +1 +0%
GIA
1998
Gladstone Institutional Advisory
Florida
$265K +$257K +3,641 New
VV
1999
Verity & Verity
South Carolina
$263K +$17K +241 +7%
BCA
2000
Bay Colony Advisors
Massachusetts
$262K -$36K -510 -12%

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.