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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
CCM
726
Cadence Capital Management
Massachusetts
$5.59M -$7.25M -102,675 -57%
NEI
727
Northwest & Ethical Investments
Ontario, Canada
$5.58M +$2.58M +36,547 +91%
WG
728
Winton Group
United Kingdom
$5.58M +$5.4M +76,484 New
FNFDCM
729
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.55M +$49.6K +702 +0.9%
CIA
730
Choate Investment Advisors
Massachusetts
$5.51M +$8.54K +121 +0.2%
Jane Street
731
Jane Street
New York
$5.5M -$2.86M -40,478 -35%
MIC
732
MU Investments Company
Japan
$5.48M +$5.47M +77,552 New
TC
733
Telemus Capital
Michigan
$5.47M +$1.64M +23,256 +45%
M
734
MOTCO
Texas
$5.43M -$99.6K -1,411 -2%
BFA
735
Beaumont Financial Advisors
Massachusetts
$5.4M -$105K -1,481 -2%
SCM
736
Sitrin Capital Management
California
$5.39M +$5.22M +73,906 New
MCM
737
Matarin Capital Management
New York
$5.37M +$5.2M +73,693 New
AAIM
738
American Assets Investment Management
California
$5.35M
KC
739
Kepos Capital
New York
$5.34M +$5.17M +73,217 New
WT
740
Washington Trust
Rhode Island
$5.32M -$434K -6,147 -8%
BCMO
741
Buckingham Capital Management (Ohio)
Ohio
$5.31M +$235K +3,330 +5%
DT
742
Diversified Trust
Tennessee
$5.29M +$3.16M +44,728 +161%
IA
743
Icon Advisers
Colorado
$5.29M -$415K -5,881 -8%
SIG
744
Sky Investment Group
Connecticut
$5.29M -$14.3K -202 -0.3%
LTI
745
Laffer Tengler Investments
Tennessee
$5.28M
BCM
746
Beddow Capital Management
Wyoming
$5.27M -$2.1M -29,690 -29%
CT
747
Coastline Trust
Rhode Island
$5.26M -$8.12K -115 -0.2%
GIA
748
Guyasuta Investment Advisors
Pennsylvania
$5.25M -$170K -2,410 -3%
PHS
749
Pekin Hardy Strauss
Illinois
$5.25M +$338K +4,786 +7%
FNBOMD
750
First National Bank of Mount Dora
Florida
$5.24M -$37.3K -529 -0.7%

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.