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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
CHAM
976
Clear Harbor Asset Management
Connecticut
$2.94M +$56.8K +805 +2%
SA
977
Strategic Advisors
New York
$2.94M -$66.5K -942 -2%
SFG
978
SevenBridge Financial Group
Pennsylvania
$2.91M -$141K -1,998 -5%
DWT
979
Dorsey & Whitney Trust
South Dakota
$2.89M -$7.27K -103 -0.3%
SIA
980
SeaBridge Investment Advisors
New Jersey
$2.89M +$266K +3,764 +10%
DC
981
Diametric Capital
Massachusetts
$2.89M -$77K -1,091 -3%
MIAN
982
Mariner Independent Advisor Network
Kansas
$2.89M -$79.8K -1,131 -3%
CRIG
983
Charter Research & Investment Group
Connecticut
$2.88M -$65.9K -933 -2%
SP
984
Sarasin & Partners
United Kingdom
$2.87M -$1.24M -17,516 -31%
PI
985
Pettee Investors
Connecticut
$2.87M -$40.2K -570 -1%
PWMG
986
Prestige Wealth Management Group
New Jersey
$2.86M +$2.77M +39,237 New
TCMG
987
TSP Capital Management Group
New Jersey
$2.86M +$2.77M +39,181 New
FLPIM
988
F.L. Putnam Investment Management
Massachusetts
$2.85M +$1.27M +18,028 +85%
LNB
989
Ledyard National Bank
$2.83M -$78.8K -1,116 -3%
TYCC
990
Texas Yale Capital Corp
Florida
$2.83M +$98.7K +1,398 +4%
JFGIW
991
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.82M -$3.46K -49 -0.1%
MCM
992
Monument Capital Management
Virginia
$2.81M -$63.8K -904 -2%
FM
993
Family Management
New York
$2.8M -$123K -1,742 -4%
MBTD
994
Mechanics Bank - Trust Department
California
$2.79M -$64.9K -919 -2%
AFM
995
Abbot Financial Management
Massachusetts
$2.78M -$73.9K -1,047 -3%
BOTW
996
Bank of the West
California
$2.78M +$17.3K +245 +0.6%
CCC
997
Chelsea Counsel Company
California
$2.78M
BIA
998
Bigelow Investment Advisors
Maine
$2.78M +$2.69M +38,078 New
HCA
999
Horan Capital Advisors
Ohio
$2.77M +$25.9K +367 +1%
EVM
1000
Evelyn V. Moreno
$2.75M -$33.2K -471 -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.