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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
RTC
1001
Riverview Trust Company
Washington
$2.75M +$2.67M +37,784 New
NIM
1002
Nicollet Investment Management
Minnesota
$2.75M -$117K -1,664 -4%
HB
1003
Homrich & Berg
Georgia
$2.75M +$118K +1,666 +5%
BWL
1004
Bogart Wealth LLC
Virginia
$2.74M +$56.5K +800 +2%
MA
1005
Mutual Advisors
Nebraska
$2.73M +$12.6K +179 +0.5%
HTHT
1006
Hemenway Trust Hemenway Trust
New Hampshire
$2.73M -$148K -2,096 -5%
BS
1007
Boenning & Scattergood
Pennsylvania
$2.72M -$11.8K -167 -0.4%
LJHT
1008
Laurie J. Hall Trustee
$2.72M
H
1009
HoyleCohen
California
$2.71M +$128K +1,819 +5%
LFAS
1010
Level Four Advisory Services
Texas
$2.71M +$290K +4,111 +12%
FA
1011
FDx Advisors
Illinois
$2.71M -$2.05M -28,972 -44%
JIC
1012
Joel Isaacson & Co
New York
$2.71M +$1.38M +19,533 +106%
FWM
1013
Frontier Wealth Management
Missouri
$2.71M -$3.25K -46 -0.1%
NO
1014
Ninety One
South Africa
$2.69M -$2.88M -40,778 -52%
TI
1015
Truehand Inc
New Hampshire
$2.68M +$2.6M +36,777 New
PAI
1016
Pittenger & Anderson Inc
Nebraska
$2.68M +$77.4K +1,097 +3%
SCP
1017
Stamos Capital Partners
California
$2.67M +$2.59M +36,680 New
CVM
1018
Cheviot Value Management
California
$2.67M -$811K -11,482 -24%
BFEC
1019
Benjamin F. Edwards & Company
Missouri
$2.67M +$166K +2,358 +7%
BCP
1020
Blue Chip Partners
Michigan
$2.66M -$87.1K -1,234 -3%
NNP
1021
Nachman Norwood & Parrott
South Carolina
$2.66M +$2.57M +36,441 New
SCM
1022
Shelton Capital Management
Colorado
$2.65M -$22.2K -315 -0.9%
MRCM
1023
M&R Capital Management
New Jersey
$2.64M -$52.1K -738 -2%
IA
1024
IFP Advisors
Florida
$2.64M -$941K -13,324 -27%
PVWM
1025
Point View Wealth Management
New Jersey
$2.64M -$178K -2,522 -7%

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.