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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
PWAP
951
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.11M +$197K +2,792 +7%
HCM
952
Hengehold Capital Management
Ohio
$3.09M -$197K -2,787 -6%
GIA
953
GHP Investment Advisors
Colorado
$3.08M +$853K +12,086 +40%
RWM
954
Rench Wealth Management
Texas
$3.08M +$37.5K +531 +1%
JPMIA
955
J.P. Marvel Investment Advisors
Massachusetts
$3.08M +$2.98M +42,182 New
SWM
956
SeaCrest Wealth Management
New York
$3.08M -$127K -1,801 -4%
MCM
957
McMillion Capital Management
North Carolina
$3.07M +$2.98M +42,161 New
IC
958
Investment Counsel
Michigan
$3.06M -$14.3K -202 -0.5%
TNBTD
959
Trustmark National Bank Trust Department
Mississippi
$3.04M -$232K -3,285 -7%
FMBTD
960
First Midwest Bank Trust Division
Illinois
$3.04M +$55.1K +781 +2%
BCA
961
Bray Capital Advisors
Florida
$3.04M -$25.8K -366 -0.9%
PWW
962
Pettyjohn Wood & White
Virginia
$3.04M +$6.21K +88 +0.2%
RCG
963
Rock Creek Group
District of Columbia
$3.04M +$2.94M +41,678 New
PAM
964
Paradigm Asset Management
New York
$3.04M +$2.62M +37,152 +825%
CBTWT
965
Community Bank & Trust (Waco, Texas)
Texas
$3.04M +$15.6K +221 +0.5%
WPC
966
White Pine Capital
Minnesota
$3.03M -$14.8K -209 -0.5%
KIG
967
Kessler Investment Group
Indiana
$3.01M +$2.91M +41,261 New
JSL
968
JT Stratford LLC
Georgia
$3M -$181K -2,557 -6%
HI
969
Horizon Investments
North Carolina
$2.99M -$359K -5,089 -11%
MIM
970
Montgomery Investment Management
Maryland
$2.98M +$44.4K +629 +2%
TL
971
Tirschwell & Loewy
New York
$2.96M -$33.3K -472 -1%
SFP
972
Shepherd Financial Partners
Massachusetts
$2.96M +$58.5K +829 +2%
AIC
973
Ameritas Investment Company
Nebraska
$2.96M +$2.87M +40,617 New
ACM
974
Alpha Capital Management
Texas
$2.96M -$141K -1,995 -5%
AWA
975
Arete Wealth Advisors
Illinois
$2.94M +$255K +3,618 +10%

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.