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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
LWAC
1076
Laurel Wealth Advisors (California)
California
$2.3M -$143K -2,031 -6%
ST
1077
Smithfield Trust
Pennsylvania
$2.3M -$138K -1,959 -6%
BBWA
1078
Bell & Brown Wealth Advisors
California
$2.3M -$16.5K -234 -0.7%
WMSA
1079
Weiss Multi-Strategy Advisers
New York
$2.29M +$584K +8,277 +36%
EFS
1080
Essex Financial Services
Connecticut
$2.29M -$338K -4,791 -13%
LP
1081
LMR Partners
United Kingdom
$2.28M +$2.2M +31,223 New
MPWT
1082
MassMutual Private Wealth & Trust
Connecticut
$2.25M +$7.41K +105 +0.3%
RMC
1083
Regis Management Company
California
$2.25M
Carson Wealth (CWM LLC)
1084
Carson Wealth (CWM LLC)
Nebraska
$2.24M +$43K +609 +2%
AC
1085
Abbrea Capital
California
$2.24M +$46.8K +663 +2%
HIC
1086
Harvey Investment Company
Kentucky
$2.23M
IC
1087
Inverness Counsel
New York
$2.22M -$115K -1,631 -5%
Balyasny Asset Management
1088
Balyasny Asset Management
Illinois
$2.21M -$29.1M -411,589 -93%
MCM
1089
Mitchell Capital Management
Kansas
$2.21M +$2.14M +30,279 New
WOC
1090
West Oak Capital
California
$2.2M +$11.1K +157 +0.5%
HIC
1091
Holderness Investments Company
North Carolina
$2.2M +$28.6K +405 +1%
CIC
1092
Carnegie Investment Counsel
Ohio
$2.2M -$553K -7,831 -21%
MJP
1093
Michael J. Puzo
$2.2M -$23.6K -335 -1%
HDIM
1094
Hanson & Doremus Investment Management
Vermont
$2.2M -$78.9K -1,118 -4%
PL
1095
Perpetual Ltd
Australia
$2.19M -$19.6M -278,034 -90%
RIM
1096
Rampart Investment Management
Connecticut
$2.19M -$751K -10,645 -26%
1IA
1097
1834 Investment Advisors
Wisconsin
$2.19M +$12.5K +177 +0.6%
ECM
1098
EagleClaw Capital Management
Massachusetts
$2.19M +$3.67K +52 +0.2%
WB
1099
Webster Bank
Connecticut
$2.18M -$96.4K -1,366 -4%
SCA
1100
Sippican Capital Advisors
Massachusetts
$2.18M +$23.6K +334 +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.