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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
BRM
876
Boston Research & Management
Massachusetts
$3.66M +$334K +4,737 +10%
SVWA
877
Sound View Wealth Advisors
Georgia
$3.65M +$3.54M +50,113 New
LDFR
878
Lehman & Derafelo Financial Resources
Pennsylvania
$3.65M +$3.54M +50,089 New
MCM
879
Maryland Capital Management
Maryland
$3.65M +$174K +2,467 +5%
BA
880
Bennicas & Associates
California
$3.64M -$96.1K -1,362 -3%
ISB
881
Iowa State Bank
Iowa
$3.64M -$68.3K -968 -2%
VCA
882
Verdence Capital Advisors
Maryland
$3.64M -$48.6K -689 -1%
WF
883
WoodTrust Financial
Wisconsin
$3.62M -$77.6K -1,099 -2%
BE
884
Bonness Enterprises
District of Columbia
$3.62M
UR
885
USCA RIA
Texas
$3.58M -$2.87M -40,655 -45%
DAM
886
Doheny Asset Management
California
$3.58M -$369K -5,229 -10%
CIC
887
Chase Investment Counsel
Virginia
$3.57M +$3.02M +42,739 +687%
HK
888
Horizon Kinetics
New York
$3.56M -$49.6K -703 -1%
GSBTD
889
Glenview State Bank Trust Department
Illinois
$3.56M -$14.8K -209 -0.4%
MJRIC
890
Mogy Joel R Investment Counsel
California
$3.55M
HCM
891
Howland Capital Management
Massachusetts
$3.54M -$59.5K -843 -2%
RC
892
Roundview Capital
New Jersey
$3.54M +$327K +4,633 +11%
FNBTCON
893
First National Bank & Trust Co of Newtown
Pennsylvania
$3.54M -$66.2K -938 -2%
VCM
894
Violich Capital Management
California
$3.54M -$37K -524 -1%
EP
895
Eversept Partners
New York
$3.53M -$7.55M -106,896 -69%
VIA
896
Vident Investment Advisory
Georgia
$3.52M -$740K -10,483 -18%
MFG
897
Monte Financial Group
Connecticut
$3.52M -$165K -2,341 -5%
CB
898
Cadence Bank
Mississippi
$3.51M +$63.3K +897 +2%
VFA
899
Voya Financial Advisors
Connecticut
$3.51M +$265K +3,750 +8%
ED
900
Exane Derivatives
France
$3.51M -$691K -9,794 -17%

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.