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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
AIM
301
Achmea Investment Management
Netherlands
$31.9M +$11.2M +159,086 +57%
SAM
302
Shell Asset Management
Netherlands
$31.7M -$6.97M -98,686 -18%
PNC
303
Park National Corp
Ohio
$31.6M -$270K -3,831 -0.9%
TRSOTSOK
304
Teachers Retirement System of the State of Kentucky
Kentucky
$31.1M +$1.79M +25,290 +6%
CLOS
305
Compagnie Lombard Odier SCmA
Switzerland
$31M -$1.17M -16,567 -4%
HNB
306
Huntington National Bank
Ohio
$30.9M -$1.66M -23,533 -5%
WB
307
WesBanco Bank
West Virginia
$30.5M -$558K -7,910 -2%
MHC
308
Meyer Handelman Company
New York
$30.4M -$755K -10,690 -3%
BGC
309
Beutel, Goodman & Co
Ontario, Canada
$30.4M +$106K +1,501 +0.3%
DRZID
310
DePrince Race & Zollo Inc (DRZ)
Florida
$30.4M -$13.7M -194,774 -32%
NMIMC
311
Northwestern Mutual Investment Management Company
Wisconsin
$30.1M -$5.27M -74,611 -15%
SF
312
Synovus Financial
Georgia
$29.6M -$4.05M -57,422 -12%
PP
313
Paloma Partners
Connecticut
$29.6M +$10.4M +147,274 +57%
WI
314
Wafra Inc
New York
$29.5M
SCI
315
S&CO Inc
Massachusetts
$29.4M -$136K -1,924 -0.5%
Creative Planning
316
Creative Planning
Kansas
$29.4M +$2.04M +28,862 +8%
ST
317
Sabal Trust
Florida
$29.3M -$1.55M -21,981 -5%
MLICM
318
Metropolitan Life Insurance Company (MetLife)
New York
$29M -$1.09M -15,461 -4%
CA
319
Commerzbank Aktiengesellschaft
Germany
$29M +$994K +14,082 +4%
GG
320
Gofen & Glossberg
Illinois
$28.4M -$122K -1,732 -0.4%
MC
321
Martin Currie
United Kingdom
$28.3M +$4.76M +67,459 +21%
OAM
322
Oppenheimer Asset Management
New York
$28.3M +$1.26M +17,884 +5%
Mitsubishi UFJ Asset Management
323
Mitsubishi UFJ Asset Management
Japan
$28.2M -$7.31M -103,559 -21%
MSA
324
Mason Street Advisors
Wisconsin
$28M -$537K -7,606 -2%
SC
325
Samlyn Capital
New York
$27.9M -$58.1M -822,700 -68%

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.