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
Vanguard Group
1
Vanguard Group
Pennsylvania
$15.7B +$204M +2,892,051 +1%
BlackRock
2
BlackRock
New York
$14.9B +$763M +10,810,655 +6%
State Street
3
State Street
Massachusetts
$8.59B -$87.5M -1,239,532 -1%
Capital World Investors
4
Capital World Investors
California
$7.01B +$332M +4,701,979 +5%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$5B -$360M -5,095,409 -7%
JP Morgan Chase
6
JP Morgan Chase
New York
$3.38B +$18.5M +262,676 +0.6%
Bank of America
7
Bank of America
North Carolina
$3.3B -$85M -1,204,352 -3%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$3.12B -$703M -9,952,415 -19%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.91B -$67M -949,396 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.6B +$238M +3,374,432 +10%
Capital International Investors
11
Capital International Investors
California
$2.54B +$17.2M +243,986 +0.7%
Northern Trust
12
Northern Trust
Illinois
$2.48B +$70.4M +997,602 +3%
Franklin Resources
13
Franklin Resources
California
$2.22B -$833M -11,798,357 -28%
Norges Bank
14
Norges Bank
Norway
$2.17B -$30.7M -434,190 -1%
Goldman Sachs
15
Goldman Sachs
New York
$1.89B +$763M +10,809,737 +71%
Wells Fargo
16
Wells Fargo
California
$1.89B +$89.9M +1,273,385 +5%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$1.63B +$57.9M +819,995 +4%
Morgan Stanley
18
Morgan Stanley
New York
$1.53B +$257M +3,639,178 +21%
Invesco
19
Invesco
Georgia
$1.52B -$48.5M -687,430 -3%
Deutsche Bank
20
Deutsche Bank
Germany
$1.42B -$443M -6,276,800 -24%
Jennison Associates
21
Jennison Associates
New York
$1.21B +$891M +12,626,730 +323%
State Farm Mutual Automobile Insurance
22
State Farm Mutual Automobile Insurance
Illinois
$1.16B
TCIM
23
TIAA CREF Investment Management
New York
$1.15B +$81.9M +1,159,774 +8%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.04B +$127M +1,805,085 +14%
Legal & General Group
25
Legal & General Group
United Kingdom
$1.03B +$48.3M +684,478 +5%

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.