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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
KCP
576
KDI Capital Partners
North Carolina
$8.84M -$461K -6,534 -5%
NFC
577
Northeast Financial Consultants
Connecticut
$8.84M +$8.33M +118,065 +3,745%
RBA
578
Richard Bernstein Advisors
New York
$8.8M
FMII
579
Farmers & Merchants Investments Inc
Nebraska
$8.77M +$148K +2,096 +2%
RI
580
Redwood Investments
Massachusetts
$8.71M +$8.43M +119,442 New
BOH
581
Bank of Hawaii
Hawaii
$8.69M +$803K +11,382 +11%
BG
582
Bollard Group
Massachusetts
$8.67M +$439K +6,218 +6%
AIM
583
Axiom Investment Management
New York
$8.66M +$8.39M +118,842 New
KRS
584
Kentucky Retirement Systems
Kentucky
$8.64M -$10.6K -150 -0.1%
FBT
585
First Bankers Trust
Kentucky
$8.62M +$4.05M +57,389 +94%
MAA
586
Matrix Asset Advisors
New York
$8.62M -$2.16M -30,599 -21%
AIP
587
Ameritas Investment Partners
Nebraska
$8.58M +$270K +3,823 +3%
AIM
588
Artemis Investment Management
United Kingdom
$8.57M +$2.52M +35,632 +44%
EOJOAM
589
E. Ohman J:or Asset Management
Sweden
$8.5M -$1.29M -18,340 -14%
MYAM
590
Meiji Yasuda Asset Management
Japan
$8.49M +$300K +4,244 +4%
DMIC
591
Dixon Mitchell Investment Counsel
British Columbia, Canada
$8.48M -$118K -1,678 -1%
GG
592
Greenwood Gearhart
Arkansas
$8.47M -$800K -11,330 -9%
LCP
593
LGT Capital Partners
Switzerland
$8.46M -$50.1M -709,151 -86%
AIP
594
ARS Investment Partners
New York
$8.45M -$29.2K -413 -0.4%
FFBTD
595
First Financial Bank - Trust Division
Ohio
$8.45M -$301K -4,262 -4%
SCM
596
Salem Capital Management
Massachusetts
$8.42M -$53.4K -756 -0.7%
RSS
597
Rosenblum Silverman Sutton
California
$8.37M +$5.82M +82,462 +2,098%
MCTIC
598
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$8.37M +$265K +3,747 +3%
BBA
599
BLB&B Advisors
Pennsylvania
$8.36M -$146K -2,067 -2%
SGAM
600
Steinberg Global Asset Management
Florida
$8.3M -$285K -4,035 -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.