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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
EWM
551
Evercore Wealth Management
New York
$9.65M -$353K -4,997 -4%
DWM
552
Doyle Wealth Management
Florida
$9.59M +$147K +2,087 +2%
SGCA
553
Steel Grove Capital Advisors
Tennessee
$9.47M -$1.12M -15,931 -11%
GAM
554
Griffin Asset Management
New York
$9.42M -$16.2K -230 -0.2%
GIM
555
Grassi Investment Management
California
$9.36M +$559K +7,914 +7%
PWM
556
Patriot Wealth Management
Texas
$9.34M -$221K -3,134 -2%
A
557
AustralianSuper
Australia
$9.33M +$5.04M +71,420 +126%
ATC
558
Argent Trust Co
Tennessee
$9.29M -$12.1K -171 -0.1%
CIC
559
Cutler Investment Counsel
Oregon
$9.26M -$195K -2,769 -2%
1SB
560
1ST Source Bank
Indiana
$9.22M -$87.3K -1,236 -1%
Victory Capital Management
561
Victory Capital Management
Texas
$9.2M -$3.96M -56,034 -31%
PWM
562
Perigon Wealth Management
California
$9.2M +$692K +9,808 +8%
NC
563
Naman Capital
Brazil
$9.17M +$8.88M +125,760 New
WC
564
Woodstock Corp
Massachusetts
$9.13M -$150K -2,130 -2%
AC
565
Alexandria Capital
Virginia
$9.13M +$2.63M +37,228 +42%
CA
566
Cullinan Associates
Kentucky
$9.07M -$292K -4,140 -3%
CTC
567
Central Trust Company
Missouri
$9.04M +$70.2K +995 +0.8%
TSW
568
Thompson Siegel & Walmsley
Virginia
$9.03M +$743K +10,532 +9%
JFL
569
Jarislowsky, Fraser Ltd
Quebec, Canada
$9.03M -$85.6K -1,212 -1%
BFA
570
Bragg Financial Advisors
North Carolina
$9.02M +$37.6K +533 +0.4%
PA
571
Profund Advisors
Maryland
$9.02M -$2.07M -29,312 -19%
TCM
572
Tradition Capital Management
New Jersey
$8.96M -$1.45M -20,477 -14%
CLM
573
ClearBridge LLC (Maryland)
Maryland
$8.95M -$92.1K -1,305 -1%
MERSOM
574
Municipal Employees' Retirement System of Michigan
Michigan
$8.94M +$8.65M +122,543 New
CAN
575
Cetera Advisor Networks
California
$8.91M +$44.1K +625 +0.5%

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.