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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
BSW
1051
Buckingham Strategic Wealth
Missouri
$2.48M +$304K +4,304 +15%
PIM
1052
Penobscot Investment Management
Massachusetts
$2.46M
OPTFSNA
1053
Old Point Trust & Financial Services N A
Virginia
$2.46M -$66.6K -943 -3%
CPA
1054
Capital Planning Advisors
California
$2.45M +$65K +921 +3%
DCM
1055
Donaldson Capital Management
Indiana
$2.45M +$56.9K +806 +2%
IIC
1056
Integrated Investment Consultants
Michigan
$2.43M -$5.15K -73 -0.2%
FPCG
1057
Fort Pitt Capital Group
Pennsylvania
$2.43M +$276K +3,908 +13%
KFBMI
1058
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.42M
CCWA
1059
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.42M +$129K +1,832 +6%
BJL
1060
Brighton Jones LLC
Washington
$2.42M +$448K +6,344 +24%
AIM
1061
Anchor Investment Management
South Carolina
$2.42M -$355K -5,031 -13%
IAA
1062
Independent Advisor Alliance
North Carolina
$2.41M +$510K +7,220 +28%
PMG
1063
ProVise Management Group
Florida
$2.41M
ACP
1064
Aviance Capital Partners
Florida
$2.4M -$55.1K -781 -2%
BWAM
1065
Boyd Watterson Asset Management
Ohio
$2.38M -$9.53K -135 -0.4%
DWM
1066
Dakota Wealth Management
Florida
$2.38M +$2.4K +34 +0.1%
GIC
1067
Gantzert Investment Company
Illinois
$2.37M +$2.3M +32,540 New
BAAM
1068
Baker Avenue Asset Management
California
$2.37M -$138K -1,961 -6%
DI
1069
DAGCO Inc
Ohio
$2.35M +$2.27M +32,209 New
VCAM
1070
Van Cleef Asset Management
Ohio
$2.34M -$33.3K -472 -1%
PCAP
1071
Pratt Collard Advisory Partners
New York
$2.34M +$13.3K +189 +0.6%
CPO
1072
Cerity Partners OCIO
New York
$2.32M +$19.5K +276 +0.9%
BFC
1073
Blue Fin Capital
Rhode Island
$2.32M +$9.81K +139 +0.4%
MSS
1074
Mitchell Sinkler & Starr
Pennsylvania
$2.32M -$245K -3,464 -10%
PIMJS
1075
PKO Investment Management Joint-Stock
Poland
$2.3M

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.