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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
RIG
2001
Roosevelt Investment Group
New York
$261K +$6.78K +96 +3%
IP
2002
Isthmus Partners
Wisconsin
$260K
WIA
2003
World Investment Advisors
California
$260K +$246K +3,479 New
SAM
2004
Seelaus Asset Management
New Jersey
$259K -$7.41K -105 -3%
LCP
2005
Legacy Capital Partners
Wisconsin
$258K
HWMG
2006
Hurlow Wealth Management Group
Indiana
$258K +$262K +3,714 New
NCM
2007
Novare Capital Management
North Carolina
$257K +$71 +1 +0%
CAG
2008
Csenge Advisory Group
Florida
$255K +$133K +1,889 +117%
OKSA
2009
O'Keefe Stevens Advisory
New York
$254K
SFPIA
2010
Stevens First Principles Investment Advisors
California
$254K +$56.8K +804 +30%
OC
2011
Oarsman Capital
Wisconsin
$253K -$7.76K -110 -3%
TBC
2012
Tweedy, Browne Co
Connecticut
$253K
SICM
2013
Sustainable Insight Capital Management
New York
$252K -$7.41K -105 -3%
DCM
2014
Driehaus Capital Management
Illinois
$252K +$244K +3,463 New
SIS
2015
Sound Income Strategies
Florida
$251K +$3.67K +52 +2%
GWAG
2016
Garrett Wealth Advisory Group
Texas
$251K +$245K +3,472 New
CWM
2017
Campbell Wealth Management
Virginia
$250K +$242K +3,432 New
FAT
2018
First American Trust
California
$248K -$142K -2,009 -37%
LD
2019
Lipe & Dalton
New York
$248K +$48.1K +681 +25%
ATFA
2020
All Terrain Financial Advisors
Minnesota
$247K
GAAM
2021
Guinness Atkinson Asset Management
California
$245K -$44.4K -629 -16%
CWM
2022
Cabot Wealth Management
Massachusetts
$245K
QAM
2023
QCI Asset Management
New York
$243K +$11.1K +157 +5%
FLII
2024
First Long Island Investors
New York
$242K
FCIM
2025
Fairview Capital Investment Management
California
$238K -$5.44K -77 -2%

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.