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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
Northwestern Mutual Wealth Management
326
Northwestern Mutual Wealth Management
Wisconsin
$27.8M +$4.64M +65,773 +21%
DILIC
327
Dai-ichi Life Insurance Company
Japan
$27.7M +$1.43M +20,296 +6%
Man Group
328
Man Group
United Kingdom
$27.6M -$3.93M -55,697 -13%
BC
329
Bruce & Co
Illinois
$27.5M
WBC
330
Westpac Banking Corp
Australia
$27.3M +$1.1M +15,596 +4%
AIM
331
Alphinity Investment Management
Australia
$27M +$5.64M +79,835 +28%
MIH
332
Madison Investment Holdings
Wisconsin
$26.8M +$1.81M +25,656 +8%
Cambridge Investment Research Advisors
333
Cambridge Investment Research Advisors
Iowa
$26.5M +$1.25M +17,769 +5%
FRM
334
Foundation Resource Management
Arkansas
$26.4M -$217K -3,075 -0.8%
B
335
BP
United Kingdom
$26.3M
HIMCH
336
Hartford Investment Management Co (HIMCO)
Connecticut
$26.3M +$38.3K +543 +0.2%
EB
337
Eastern Bank
Massachusetts
$26M -$27.4K -388 -0.1%
BS
338
Banco Santander
Spain
$26M +$789K +11,178 +3%
GD
339
Grandfield & Dodd
New York
$25.6M -$233K -3,302 -0.9%
DCM
340
Dupont Capital Management
Delaware
$25.6M +$4.6M +65,209 +23%
HCM
341
Huber Capital Management
California
$25.6M -$1.47M -20,838 -6%
CPSAC
342
Chas P. Smith & Associates (CPS)
Florida
$25.5M -$1.21M -17,122 -5%
CIP
343
Chartwell Investment Partners
Pennsylvania
$25.3M -$1.33M -18,848 -5%
CWG
344
C WorldWide Group
Denmark
$25.2M
BBHC
345
Brown Brothers Harriman & Co
New York
$25M +$311K +4,404 +1%
AB
346
Amalgamated Bank
New York
$24.9M -$1.05M -14,875 -4%
CBOA
347
Commonwealth Bank of Australia
Australia
$24.8M -$153K -2,168 -0.6%
CC
348
Cannell & Co
New York
$24.7M -$406K -5,746 -2%
BAPIM
349
British Airways Pensions Investment Management
United Kingdom
$24.6M +$2.64M +37,330 +12%
WIC
350
Willis Investment Counsel
Georgia
$24.5M -$725K -10,270 -3%

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.