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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
WSFS
451
Wilmington Savings Fund Society
Delaware
$14.4M -$2.05K -29 -0%
PP
452
Prospector Partners
Connecticut
$14.4M +$37K +524 +0.3%
GIM
453
Goelzer Investment Management
Indiana
$14.3M -$42.8K -606 -0.3%
BCAM
454
Boston Common Asset Management
Massachusetts
$14.3M -$104K -1,467 -0.7%
HCM
455
Hutchinson Capital Management
California
$14.3M -$149K -2,111 -1%
CCA
456
Cobblestone Capital Advisors
New York
$14.3M -$116K -1,649 -0.8%
Cohen & Steers
457
Cohen & Steers
New York
$14M +$695K +9,852 +5%
WTC
458
WhitTier Trust Company
Nevada
$13.8M +$659K +9,342 +5%
NLGIA
459
Nippon Life Global Investors Americas
New York
$13.7M +$4.07M +57,672 +45%
CTA
460
Chesley Taft & Associates
Illinois
$13.6M -$66.6K -944 -0.5%
LG
461
LaFleur & Godfrey
Michigan
$13.6M -$2.44M -34,530 -16%
CAI
462
Capital Advisors Inc
Oklahoma
$13.6M +$903K +12,798 +7%
ECM
463
Element Capital Management
New York
$13.6M +$2M +28,389 +18%
DWA
464
Douglass Winthrop Advisors
New York
$13.5M +$763K +10,811 +6%
TCM
465
Tufton Capital Management
Maryland
$13.4M -$51.4K -728 -0.4%
PFU
466
Parus Finance (UK)
United Kingdom
$13.3M +$1.54M +21,757 +14%
KB
467
Kimelman & Baird
New York
$13.3M +$14.8K +210 +0.1%
SC
468
Scotia Capital
Ontario, Canada
$13.2M +$25.1K +355 +0.2%
ABC
469
Associated Banc-Corp
Wisconsin
$13.2M -$973K -13,779 -7%
BC
470
Brinker Capital
Pennsylvania
$13.2M -$787K -11,148 -6%
MC
471
Middleton & Co
Massachusetts
$13.1M +$653K +9,248 +5%
Jones Financial Companies
472
Jones Financial Companies
Missouri
$13M -$1.28M -18,181 -9%
SIM
473
Sentry Investment Management
Wisconsin
$13M -$666K -9,440 -5%
MML Investors Services
474
MML Investors Services
Massachusetts
$13M +$709K +10,047 +6%
BCM
475
BlueCrest Capital Management
Jersey
$13M +$9.21M +130,418 +275%

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.