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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
CAM
851
Cozad Asset Management
Illinois
$3.92M +$203K +2,880 +6%
MCM
852
Murphy Capital Management
New Jersey
$3.91M +$505K +7,152 +15%
BA
853
Baugh & Associates
Georgia
$3.9M -$6.14K -87 -0.2%
NIM
854
Northeast Investment Management
Massachusetts
$3.9M +$807K +11,426 +27%
CA
855
Clearstead Advisors
Ohio
$3.89M +$135K +1,906 +4%
CIS
856
Capital International Sarl
California
$3.87M -$1.62M -22,951 -30%
FCBT
857
First Citizens Bank & Trust
North Carolina
$3.87M +$336K +4,762 +10%
SFM
858
Systematic Financial Management
New Jersey
$3.87M +$2.61K +37 +0.1%
PFPT
859
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.86M +$73.8K +1,046 +2%
HL
860
HeadInvest LLC
Maine
$3.86M +$1.85M +26,185 +98%
WA
861
WealthTrust Axiom
Pennsylvania
$3.85M -$19.6K -277 -0.5%
BKA
862
Brick & Kyle Associates
Pennsylvania
$3.81M +$3.69M +52,320 New
KIA
863
KCM Investment Advisors
California
$3.81M +$306K +4,331 +9%
NSIM
864
North Star Investment Management
Illinois
$3.81M -$21.9K -310 -0.6%
CAM
865
Chesapeake Asset Management
New York
$3.78M -$95.1K -1,347 -3%
HW
866
Hancock Whitney
Mississippi
$3.78M +$677K +9,588 +23%
FAM
867
Foresters Asset Management
Ontario, Canada
$3.76M -$703K -9,956 -16%
HWA
868
Heritage Wealth Advisors
Virginia
$3.76M +$40.9K +580 +1%
RMAM
869
Raab & Moskowitz Asset Management
New Jersey
$3.75M -$136K -1,932 -4%
LA
870
Lau Associates
Delaware
$3.74M +$648K +9,176 +22%
HVIA
871
Hudson Valley Investment Advisors
New York
$3.73M +$654K +9,271 +22%
MAFM
872
Mid Atlantic Financial Management
Pennsylvania
$3.71M +$3.6M +50,930 New
RP
873
Rowlandmiller & Partners
Georgia
$3.68M -$3.95K -56 -0.1%
NMIFOAC
874
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.66M
CCG
875
Cypress Capital Group
Florida
$3.66M -$184K -2,607 -5%

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.