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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
IHL
776
Investment House LLC
California
$4.94M +$66.9K +948 +1%
BO
777
Bank OZK
Arkansas
$4.94M -$12.3K -174 -0.3%
EM
778
Excalibur Management
Massachusetts
$4.92M -$601K -8,513 -11%
ECM
779
Evergreen Capital Management
Washington
$4.9M -$665K -9,418 -12%
GAB
780
German American Bancorp
Indiana
$4.87M +$136K +1,931 +3%
RIL
781
Rothschild Investment LLC
Illinois
$4.85M +$359K +5,080 +8%
RT
782
Rockland Trust
Massachusetts
$4.79M -$151K -2,145 -3%
CAL
783
Capital Analysts LLC
Pennsylvania
$4.77M -$108K -1,526 -2%
ST
784
Spinnaker Trust
Maine
$4.76M -$186K -2,636 -4%
BOC
785
Barbara Oil Co
Illinois
$4.76M
NONA
786
Ninety One North America
New York
$4.74M -$3.19M -45,202 -41%
SAM
787
SP Asset Management
California
$4.72M -$6.42K -91 -0.1%
CRB
788
Chad R. Baker
$4.71M -$1.02M -14,436 -18%
CS
789
Comerica Securities
Michigan
$4.7M -$110K -1,552 -2%
JIR
790
James Investment Research
Ohio
$4.68M +$999K +14,155 +28%
GCM
791
Gladius Capital Management
Illinois
$4.65M +$4.3M +60,934 +2,136%
NWP
792
Northstar Wealth Partners
Connecticut
$4.64M -$106K -1,498 -2%
JAM
793
Jolley Asset Management
North Carolina
$4.63M +$187K +2,655 +4%
PTC
794
Private Trust Company
Ohio
$4.63M +$51.5K +729 +1%
BFIM
795
Beese Fulmer Investment Management
Ohio
$4.59M -$3.11K -44 -0.1%
ASN
796
Advisory Services Network
Georgia
$4.57M +$437K +6,184 +11%
PJSIMP
797
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.56M -$18.3K -259 -0.4%
MA
798
Marshwinds Advisory
Georgia
$4.51M -$162K -2,288 -4%
EAM
799
Erste Asset Management
Austria
$4.51M +$4.42M +62,670 New
CAM
800
Costello Asset Management
Pennsylvania
$4.5M +$4.36M +61,750 New

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.