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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
NSEDCP
651
NJ State Employees Deferred Compensation Plan
New Jersey
$7.13M
RE
652
RBC Europe
United Kingdom
$7.1M +$357K +5,051 +5%
CCT
653
Chemung Canal Trust
New York
$7.06M -$1.1M -15,594 -14%
CWM
654
Cordatus Wealth Management
Pennsylvania
$7.05M +$6.83M +96,765 New
WC
655
Whitney & Co
New York
$7.05M +$158K +2,238 +2%
SLI
656
Sumitomo Life Insurance
Japan
$7.04M +$162K +2,293 +2%
LWCFA
657
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.02M +$123K +1,736 +2%
FIMG
658
Financial & Investment Management Group
Michigan
$7M -$865K -12,248 -11%
ACM
659
Argyle Capital Management
Pennsylvania
$7M -$88.8K -1,258 -1%
BCWM
660
Bartlett & Co Wealth Management
Ohio
$6.99M -$134K -1,896 -2%
PPSG
661
Princeton Portfolio Strategies Group
New Jersey
$6.99M -$334K -4,737 -5%
CSIC
662
Clifford Swan Investment Counsel
California
$6.96M -$77.7K -1,101 -1%
CRC
663
Curi RMB Capital
Illinois
$6.96M +$507K +7,176 +8%
MI
664
Markston International
New York
$6.96M -$321K -4,546 -5%
BC
665
Bartlett & Co
Ohio
$6.94M -$134K -1,896 -2%
LC
666
Lavaca Capital
Texas
$6.92M +$6.7M +94,884 New
MGIA
667
Matthew Goff Investment Advisor
Texas
$6.87M +$39.4K +558 +0.6%
SA
668
Sicart Associates
New York
$6.86M -$5.79K -82 -0.1%
AT
669
Arden Trust
Delaware
$6.85M -$413K -5,857 -6%
BHA
670
Beech Hill Advisors
New York
$6.8M -$104K -1,467 -2%
BIM
671
Bridges Investment Management
Nebraska
$6.8M +$220K +3,117 +3%
AMI
672
Amica Mutual Insurance
Rhode Island
$6.8M
AAIM
673
Asset Advisors Investment Management
Georgia
$6.77M
CNBT
674
Canandaigua National Bank & Trust
New York
$6.76M -$62.6K -887 -0.9%
MPI
675
Mairs & Power Inc
Minnesota
$6.74M -$80.3K -1,137 -1%

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.