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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
BPC
476
Banque Pictet & Cie
Switzerland
$13M -$1.82M -25,770 -13%
HAI
477
Hennessy Advisors Inc
California
$12.9M -$555K -7,860 -4%
CIA
478
CCM Investment Advisers
South Carolina
$12.8M +$1.68M +23,761 +16%
CCT
479
Country Club Trust
Missouri
$12.8M -$138K -1,957 -1%
V
480
Veritable
Delaware
$12.6M +$120K +1,702 +1%
UBV
481
United Bank (Virginia)
Virginia
$12.6M -$61.3K -868 -0.5%
I
482
IberiaBank
Louisiana
$12.6M +$5.3M +75,123 +77%
Daiwa Securities Group
483
Daiwa Securities Group
Japan
$12.4M +$601K +8,510 +5%
LCM
484
Logan Capital Management
Pennsylvania
$12.3M -$7.26M -102,839 -38%
Wealthfront Advisers
485
Wealthfront Advisers
California
$12.3M +$11.9M +168,328 New
PI
486
PineBridge Investments
New York
$12.2M +$7.45M +105,578 +170%
ALAM
487
Asahi Life Asset Management
Japan
$12.2M +$11.8M +167,569 New
EGA
488
Eagle Global Advisors
Texas
$12.2M +$32.3K +458 +0.3%
WAM
489
World Asset Management
Michigan
$12.1M -$820K -11,610 -7%
MAM
490
Meeder Asset Management
Ohio
$12.1M +$1.83M +25,929 +19%
SGAM
491
Smith Group Asset Management
Texas
$12M -$550K -7,797 -5%
LSA
492
L & S Advisors
California
$12M +$142K +2,008 +1%
CA
493
CapWealth Advisors
Tennessee
$12M +$708K +10,025 +7%
BAM
494
Bruderman Asset Management
New York
$11.9M -$389K -5,513 -3%
MF
495
Magnetar Financial
Illinois
$11.8M +$1.61M +22,786 +16%
NPF
496
Norris Perne & French
Michigan
$11.8M +$128K +1,809 +1%
II
497
IFM Investors
Australia
$11.8M +$944K +13,369 +9%
JMFC
498
J.M. Forbes & Co
Massachusetts
$11.8M -$128K -1,820 -1%
CIS
499
Connors Investor Services
Pennsylvania
$11.8M +$4.94M +69,996 +76%
CAM
500
Columbia Asset Management
Michigan
$11.7M -$227K -3,212 -2%

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.