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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
XK
276
Xact Kapitalforvaltning
Sweden
$36.5M +$64.7K +917 +0.2%
ZIC
277
ZWJ Investment Counsel
Georgia
$36.3M -$931K -13,188 -3%
HCMT
278
Highland Capital Management (Tennessee)
Tennessee
$36.1M -$6.28M -88,950 -15%
SFM
279
Sphera Funds Management
Israel
$36.1M -$22.8M -322,784 -39%
TAM
280
Trillium Asset Management
Massachusetts
$35.8M -$180K -2,550 -0.5%
KFC
281
Klingenstein Fields & Co
New York
$35.5M -$875K -12,390 -2%
PG
282
Pendal Group
Australia
$35.3M +$9.3M +131,691 +32%
SGA
283
Sector Gamma AS
Norway
$35.2M -$20M -282,960 -37%
NAM
284
Nissay Asset Management
Japan
$35.1M +$3.16M +44,771 +10%
ZIG
285
Zurich Insurance Group
Switzerland
$34.9M -$11.8M -166,981 -26%
GAM
286
Gotham Asset Management
New York
$34.4M +$6.8M +96,271 +26%
BCIM
287
Black Creek Investment Management
Ontario, Canada
$34.1M -$12.9M -183,086 -28%
SAM
288
Silvercrest Asset Management
New York
$33.8M -$847 -12 -0%
ADEF
289
Adams Diversified Equity Fund
Maryland
$33.7M -$2.94M -41,606 -8%
FT
290
Fiduciary Trust
Massachusetts
$33.7M -$1.09M -15,446 -3%
SDIC
291
South Dakota Investment Council
South Dakota
$33.6M
MA
292
MUFG Americas
New York
$33.5M -$90.4K -1,280 -0.3%
WCM
293
Wedge Capital Management
North Carolina
$33.2M -$4.48M -63,442 -12%
FTIOP
294
Fiduciary Trust International of Pennsylvania
Pennsylvania
$32.9M -$456K -6,457 -1%
KAM
295
Krensavage Asset Management
New York
$32.9M -$5.98M -84,669 -16%
SOADOR
296
State of Alaska Department of Revenue
Alaska
$32.7M +$422K +5,978 +1%
MOACM
297
Mutual of America Capital Management
New York
$32.6M +$2.67M +37,791 +9%
William Blair & Company
298
William Blair & Company
Illinois
$32.5M +$1.09M +15,472 +4%
MGM
299
Miura Global Management
New York
$32.5M +$31.4M +445,400 New
FCI
300
Financial Counselors Inc
Kansas
$32M -$320K -4,530 -1%

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.