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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
AP
926
Appleton Partners
Massachusetts
$3.29M -$33.5K -475 -1%
CPA
927
Court Place Advisors
Maryland
$3.29M -$8.26K -117 -0.3%
CYG
928
Clean Yield Group
Vermont
$3.28M +$140K +1,984 +5%
PMG
929
Private Management Group
California
$3.28M -$33.2K -471 -1%
LBD
930
Landsberg Bennett & Dubbaneh
Florida
$3.27M +$3.17M +44,892 New
SAIG
931
Semper Augustus Investments Group
Colorado
$3.26M
FNBOO
932
First National Bank of Omaha
Nebraska
$3.25M -$292K -4,141 -9%
WKWM
933
Walter & Keenan Wealth Management
Indiana
$3.25M -$1.91K -27 -0.1%
IMOV
934
Investment Management of Virginia
Virginia
$3.25M -$1M -14,235 -24%
P
935
Pitcairn
Pennsylvania
$3.24M +$1.55M +21,981 +98%
CIC
936
Cornercap Investment Counsel
Georgia
$3.24M +$2.84M +40,199 +951%
CIM
937
CenturyLink Investment Management
Colorado
$3.23M +$244K +3,452 +8%
EWM
938
Executive Wealth Management
Michigan
$3.22M +$3.12M +44,130 New
HI
939
Hudock Inc
Pennsylvania
$3.21M -$8.96K -127 -0.3%
RWA
940
Ropes Wealth Advisors
Massachusetts
$3.21M -$51.7K -733 -2%
MSAM
941
Moloney Securities Asset Management
Missouri
$3.19M -$28.4K -403 -0.9%
AF
942
Advisornet Financial
Minnesota
$3.19M +$76.4K +1,082 +3%
AF
943
Alerus Financial
North Dakota
$3.19M -$143K -2,025 -4%
GT
944
Greenleaf Trust
Michigan
$3.19M +$155K +2,194 +5%
BRWA
945
B. Riley Wealth Advisors
Florida
$3.18M +$170K +2,412 +6%
PT
946
Plimoth Trust
Massachusetts
$3.18M -$87K -1,232 -3%
SFI
947
Susquehanna Fundamental Investments
Pennsylvania
$3.17M +$3.07M +43,492 New
WPW
948
Winthrop Partners - WNY
New York
$3.16M +$3.74K +53 +0.1%
CC
949
ClearArc Capital
Ohio
$3.15M -$1.5M -21,185 -33%
GWM
950
Geneos Wealth Management
Colorado
$3.11M +$104K +1,479 +4%

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.