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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
TVWM
1101
Tower View Wealth Management
Wisconsin
$2.18M +$1.81M +25,581 +590%
TFS
1102
TrustCore Financial Services
Tennessee
$2.18M -$12.6K -179 -0.6%
CIP
1103
Convergence Investment Partners
Florida
$2.17M +$1.67M +23,642 +384%
DPIM
1104
Duff & Phelps Investment Management
Illinois
$2.15M
IB
1105
Intrust Bank
Kansas
$2.14M +$436K +6,178 +27%
NERM
1106
New England Research & Management
Illinois
$2.14M -$44.4K -629 -2%
WTB
1107
Washington Trust Bank
Washington
$2.14M -$87K -1,233 -4%
MAM
1108
Morse Asset Management
Connecticut
$2.14M
FPB
1109
First PREMIER Bank
South Dakota
$2.13M +$9.6K +136 +0.5%
WCM
1110
Wallace Capital Management
Texas
$2.13M -$36.4K -515 -2%
CCA
1111
Checchi Capital Advisers
California
$2.13M -$131K -1,850 -6%
BTNA
1112
Bremer Trust National Association
Minnesota
$2.13M +$647K +9,166 +46%
PWSG
1113
Pacific Wealth Strategies Group
California
$2.13M +$38.3K +542 +2%
CCP
1114
Corient Capital Partners
California
$2.12M +$420K +5,955 +26%
NPP
1115
New Potomac Partners
Maryland
$2.12M -$40.3K -571 -2%
GWCM
1116
Godshalk Welsh Capital Management
Pennsylvania
$2.12M -$2.05K -29 -0.1%
PL
1117
PWMCO LLC
Illinois
$2.11M -$14.3M -202,725 -88%
KFS
1118
Kurt F. Somerville
$2.1M -$107K -1,520 -5%
SFI
1119
SPC Financial Inc
Maryland
$2.1M -$44.4K -629 -2%
CCM
1120
Cribstone Capital Management
Maine
$2.09M -$12.4K -176 -0.6%
FIB
1121
First Interstate Bank
Montana
$2.09M -$101K -1,428 -5%
OC
1122
Oakworth Capital
Alabama
$2.08M +$13.5K +191 +0.7%
SIAP
1123
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.08M +$494 +7 +0%
ARMC
1124
American Research & Management Company
Massachusetts
$2.08M -$66.6K -944 -3%
LOAME
1125
Lombard Odier Asset Management (Europe)
United Kingdom
$2.07M

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.