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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
DBG
501
De Burlo Group
Massachusetts
$11.7M +$11.3M +160,239 New
BII
502
Bainco International Investors
Massachusetts
$11.6M -$473K -6,695 -4%
EWM
503
Edge Wealth Management
New York
$11.5M -$97.4K -1,380 -0.9%
SBH
504
Segall Bryant & Hamill
Illinois
$11.5M +$5.44K +77 +0%
VHAM
505
Van Hulzen Asset Management
California
$11.5M -$764K -10,819 -6%
BCM
506
BTR Capital Management
California
$11.5M -$423K -5,989 -4%
SI
507
Sensato Investors
California
$11.5M +$11.1M +157,183 New
11A
508
10-15 Associates
New York
$11.4M +$84.4K +1,196 +0.8%
PL
509
Parthenon LLC
Kentucky
$11.4M +$28.2K +399 +0.3%
BHWM
510
Bar Harbor Wealth Management
New Hampshire
$11.1M +$27.2K +386 +0.3%
FAAS
511
First Allied Advisory Services
California
$11.1M -$216K -3,063 -2%
MCM
512
Monarch Capital Management
Indiana
$11.1M -$71.4K -1,011 -0.7%
O
513
Ossiam
France
$10.9M +$10.6M +150,033 New
GT
514
Glenview Trust
Kentucky
$10.9M +$1.24M +17,613 +13%
SSA
515
Schonfeld Strategic Advisors
New York
$10.9M -$10.5M -149,087 -50%
COPPSERS
516
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$10.8M -$5.65M -80,049 -35%
SAM
517
Strategy Asset Managers
California
$10.7M -$547K -7,748 -5%
CIA
518
Capital Investment Advisors
Georgia
$10.7M -$1.32M -18,673 -11%
ECM
519
Estabrook Capital Management
New York
$10.7M -$239K -3,381 -2%
MLL
520
Moody Lynn & Lieberson
Massachusetts
$10.7M +$821K +11,632 +9%
CNB
521
Camden National Bank
Maine
$10.7M -$426K -6,034 -4%
FPCM
522
Financial Partners Capital Management
New York
$10.7M -$398K -5,645 -4%
CAPTRUST Financial Advisors
523
CAPTRUST Financial Advisors
North Carolina
$10.7M -$7.2K -102 -0.1%
KS
524
Karpas Strategies
Connecticut
$10.7M
FAB
525
First American Bank
Illinois
$10.7M +$272K +3,854 +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.