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
LPC
2151
Loeb Partners Corp
New York
$104K +$99.9K +1,415 New
ER
2152
Enlightenment Research
Florida
$104K +$100K +1,423 New
AWM
2153
Aevitas Wealth Management
Massachusetts
$103K +$212 +3 +0.2%
NSG
2154
Nalls Sherbakoff Group
Tennessee
$103K +$100K +1,418 New
PCFFS
2155
Pacific Center for Financial Services
California
$101K
EWA
2156
ERTS Wealth Advisors
Michigan
$100K +$97.1K +1,376 New
RAM
2157
Riggs Asset Management
Pennsylvania
$99K
TFA
2158
Transamerica Financial Advisors
Florida
$99K +$36.4K +516 +62%
HR
2159
Howe & Rusling
New York
$96K -$9.25K -131 -9%
EARNEST Partners
2160
EARNEST Partners
Georgia
$96K
LWA
2161
Lowe Wealth Advisors
Maryland
$95K -$5.72K -81 -6%
EIM
2162
Essex Investment Management
Massachusetts
$95K +$92.3K +1,308 New
NWM
2163
Northwest Wealth Management
Iowa
$94K
CFA
2164
Clarfeld Financial Advisors
New York
$90K +$86.1K +1,220 New
GWMIA
2165
Global Wealth Management Investment Advisory
Florida
$88K +$85.5K +1,211 New
AIM
2166
Arcadia Investment Management
Michigan
$84K
GT
2167
Glenmede Trust
Pennsylvania
$81.3K -$611K -8,652 -0.8%
MFW
2168
Mosaic Family Wealth
Missouri
$78K -$39.3K -556 -34%
VC
2169
Vestor Capital
Illinois
$77K +$74.9K +1,061 New
MSFP
2170
Mark Sheptoff Financial Planning
Connecticut
$76K +$44.4K +629 +150%
ME
2171
McIlrath & Eck
Washington
$75K +$9.67K +137 +15%
CFD
2172
Creative Financial Designs
Indiana
$74K -$3.67K -52 -5%
AIS
2173
Accurate Investment Solutions
Pennsylvania
$72K +$141 +2 +0.2%
IP
2174
Intellectus Partners
California
$70K -$112K -1,589 -63%
HL
2175
Harding Loevner
New Jersey
$67K +$65.1K +922 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.