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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
JG
801
Jefferies Group
New York
$4.49M -$5.7M -80,713 -57%
ECM
802
Everence Capital Management
Indiana
$4.49M
SSG
803
Summit Securities Group
New York
$4.48M +$4.01M +56,802 +1,232%
AA
804
Ancora Advisors
Ohio
$4.46M -$82.5K -1,169 -2%
BAC
805
Boys Arnold & Co
North Carolina
$4.45M +$118K +1,670 +3%
AWA
806
ARS Wealth Advisors
Florida
$4.44M +$152K +2,151 +4%
AL
807
Arnhold LLC
New York
$4.42M
MCM
808
Mengis Capital Management
Oregon
$4.41M -$55.2K -782 -1%
NGA
809
Naples Global Advisors
Florida
$4.4M +$286K +4,054 +7%
CAM
810
Covenant Asset Management
New Jersey
$4.4M
HT
811
HighTower Trust
Texas
$4.38M -$346K -4,904 -8%
GCC
812
Guardian Capital (Canada)
Ontario, Canada
$4.37M +$4.23M +59,869 New
ECM
813
ETrade Capital Management
Virginia
$4.36M -$393K -5,570 -9%
DA
814
Duality Advisers
Florida
$4.32M +$4.18M +59,254 New
RB
815
Rodgers Brothers
Pennsylvania
$4.32M +$8.26K +117 +0.2%
GP
816
Greenline Partners
New York
$4.32M
JAFL
817
Jay A. Fishman Ltd
Michigan
$4.31M +$74K +1,048 +2%
CIM
818
Cambria Investment Management
California
$4.3M -$758K -10,734 -15%
RG
819
Rathbones Group
United Kingdom
$4.29M +$76K +1,077 +2%
ODCM
820
Old Dominion Capital Management
Virginia
$4.29M -$7.41K -105 -0.2%
CA
821
Continental Advisors
Utah
$4.27M -$370K -5,240 -8%
AWM
822
Avitas Wealth Management
California
$4.27M +$73.3K +1,039 +2%
SWP
823
Stratos Wealth Partners
Ohio
$4.22M -$13.9K -197 -0.3%
NAM
824
NorthCoast Asset Management
Connecticut
$4.18M +$4.04M +57,277 New
PFM
825
Premier Fund Managers
United Kingdom
$4.16M +$4.09M +57,902 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.