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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
UCFA
251
United Capital Financial Advisors
Texas
$44.6M +$2M +28,270 +5%
PA
252
Pinnacle Associates
New York
$44.2M -$2.62M -37,110 -6%
WFMPM
253
Woodley Farra Manion Portfolio Management
Indiana
$43.4M -$2.22M -31,478 -5%
NLI
254
Nippon Life Insurance
Japan
$43.4M
PWLP
255
Prio Wealth Limited Partnership
Massachusetts
$43.3M +$224K +3,173 +0.5%
SW
256
SVB Wealth
Massachusetts
$43.3M -$1.19M -16,840 -3%
PGFC
257
Peapack-Gladstone Financial Corp
New Jersey
$42.7M +$11.3M +160,407 +38%
CBT
258
Capital Bank & Trust
California
$42.4M +$240K +3,393 +0.6%
VRS
259
Virginia Retirement Systems
Virginia
$42.2M -$133K -1,886 -0.3%
PFC
260
Poplar Forest Capital
California
$40.9M +$7.96M +112,721 +25%
WorldQuant Millennium Advisors
261
WorldQuant Millennium Advisors
New York
$40.7M +$9.34M +132,325 +31%
MCIM
262
Meadow Creek Investment Management
Georgia
$40.4M +$13.6M +192,580 +53%
ELC
263
Edgar Lomax Company
Virginia
$40M -$581K -8,227 -1%
TPSF
264
Texas Permanent School Fund
Texas
$40M -$5.47M -77,552 -12%
Mariner
265
Mariner
Kansas
$39.9M +$31.8M +450,618 +466%
Truist Financial
266
Truist Financial
North Carolina
$39.7M +$272K +3,857 +0.7%
HTC
267
Haverford Trust Company
Pennsylvania
$39.3M -$528K -7,478 -1%
CT
268
Cambridge Trust
Massachusetts
$39.1M -$276K -3,911 -0.7%
ERSOT
269
Employees Retirement System of Texas
Texas
$38.9M +$7.09M +100,503 +23%
DLA
270
Douglas Lane & Associates
New York
$38.8M -$938K -13,294 -2%
GKIM
271
GW&K Investment Management
Massachusetts
$38.6M -$1.02M -14,396 -3%
URS
272
Utah Retirement Systems
Utah
$37.7M -$104K -1,467 -0.3%
OI
273
Oakbrook Investments
Illinois
$37.2M -$5.64M -79,914 -14%
PR
274
Payden & Rygel
California
$37.2M +$806K +11,423 +2%
WF
275
Welch & Forbes
Massachusetts
$36.6M -$884K -12,528 -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.