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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
RIM
901
Regent Investment Management
Kentucky
$3.5M -$37K -524 -1%
OLA
902
Oliver Luxxe Assets
New Jersey
$3.49M -$182K -2,580 -5%
OCM
903
One Capital Management
California
$3.49M -$141K -1,993 -4%
SC
904
SouthState Corp
Florida
$3.48M +$82.5K +1,168 +3%
SBWIC
905
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.47M +$9.25K +131 +0.3%
FB
906
Fulton Bank
Pennsylvania
$3.47M -$410K -5,803 -11%
ECM
907
Exchange Capital Management
Michigan
$3.47M +$111K +1,579 +3%
LS
908
Livforsakringsbolaget Skandia
Sweden
$3.45M
BIMC
909
Benson Investment Management Company
Virginia
$3.43M -$130K -1,845 -4%
LIM
910
Leavell Investment Management
Alabama
$3.43M +$56.2K +796 +2%
TBA
911
Tower Bridge Advisors
Pennsylvania
$3.42M -$308K -4,357 -8%
JC
912
Jacobs & Co
California
$3.42M -$101K -1,436 -3%
FQ
913
First Quadrant
California
$3.39M +$793K +11,240 +32%
MCA
914
Mercer Capital Advisers
New Jersey
$3.39M -$1.76K -25 -0.1%
WS
915
Wedbush Securities
California
$3.38M +$97.7K +1,384 +3%
HSA
916
HBK Sorce Advisory
Pennsylvania
$3.38M -$94.1K -1,333 -3%
BOCM
917
Bontempo Ohly Capital Management
Maryland
$3.37M +$54.4K +770 +2%
WAM
918
Wealthspire Advisors (Maryland)
Maryland
$3.37M +$72.1K +1,022 +2%
TA
919
Tiedemann Advisors
New York
$3.35M +$2.31M +32,707 +253%
JIM
920
Jupiter Investment Management
United Kingdom
$3.35M +$3.22M +45,546 +11,531%
VWM
921
Valley Wealth Managers
New Jersey
$3.35M +$421K +5,961 +15%
KTC
922
Kistler-Tiffany Companies
Pennsylvania
$3.33M +$5.93K +84 +0.2%
WIC
923
Whitegate Investment Counselors
New Hampshire
$3.33M -$58.4K -827 -2%
IRF
924
IBM Retirement Fund
New York
$3.32M -$306K -4,334 -9%
SPC
925
Sigma Planning Corp
Michigan
$3.32M -$34K -482 -1%

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.