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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
BSA
401
Braun Stacey Associates
New York
$18.6M -$1.93M -27,409 -10%
AIMCA
402
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$18.3M -$917K -12,995 -5%
TC
403
TownSquare Capital
Utah
$18.3M +$17.5M +248,182 New
TB
404
Terril Brothers
Missouri
$18.1M -$921K -13,052 -5%
PWP
405
Private Wealth Partners
California
$18.1M +$415K +5,885 +2%
VDI
406
Vaughan David Investments
Illinois
$18.1M +$14.8M +209,536 +550%
SG Americas Securities
407
SG Americas Securities
New York
$17.8M -$9.71M -137,617 -36%
HFS
408
HL Financial Services
Kentucky
$17.7M -$63.4K -898 -0.4%
MCM
409
McKinley Capital Management
Alaska
$17.7M +$16M +226,775 +1,395%
BMO
410
Beck Mack & Oliver
New York
$17.7M -$1.26M -17,888 -7%
1832 Asset Management
411
1832 Asset Management
Ontario, Canada
$17.5M -$10.9M -154,098 -39%
NMERB
412
New Mexico Educational Retirement Board
New Mexico
$17.3M -$991K -14,043 -6%
DG
413
Delek Group
Israel
$17.2M -$1.2M -17,030 -7%
ELI
414
Empire Life Investments
Ontario, Canada
$17.2M -$3.34M -47,356 -17%
ACM
415
Azimuth Capital Management
Michigan
$17M -$396K -5,609 -2%
BF
416
BOK Financial
Oklahoma
$16.9M +$1.28M +18,103 +8%
ANI
417
American National Insurance
Texas
$16.7M
Impax Asset Management Group
418
Impax Asset Management Group
United Kingdom
$16.7M +$16.1M +228,464 New
MNBTD
419
Moody National Bank Trust Division
Texas
$16.5M +$93.2K +1,320 +0.6%
GMI
420
Greystone Managed Investments
Saskatchewan, Canada
$16.5M -$111K -1,577 -0.7%
IG
421
ING Group
Netherlands
$16.5M -$18.2M -257,824 -53%
FNT
422
First National Trust
Pennsylvania
$16.4M +$67.8K +961 +0.4%
BG
423
Bahl & Gaynor
Ohio
$16.4M -$583K -8,259 -4%
WIC
424
Wilkins Investment Counsel
Massachusetts
$16.3M -$96.7K -1,370 -0.6%
SIC
425
Salem Investment Counselors
North Carolina
$16.3M -$57.1K -809 -0.4%

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.