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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
CS
1126
Cannell & Spears
New York
$2.07M -$8.61K -122 -0.4%
BAM
1127
Brave Asset Management
New Jersey
$2.07M
GBT
1128
Grove Bank & Trust
Florida
$2.05M -$202K -2,863 -9%
FSA
1129
Fort Sheridan Advisors
Illinois
$2.05M +$1.98M +28,100 New
FC
1130
Forte Capital
New York
$2.04M -$167K -2,363 -8%
FG
1131
Fiduciary Group
Georgia
$2.04M -$19.8K -281 -1%
SIAG
1132
Signet Investment Advisory Group
Rhode Island
$2.04M +$1.97M +27,927 New
APP
1133
Avantax Planning Partners
Iowa
$2.02M +$146K +2,071 +8%
FHA
1134
Flagship Harbor Advisors
Massachusetts
$2.02M -$81.7K -1,158 -4%
HFM
1135
Hartford Financial Management
Connecticut
$2.02M +$9.04K +128 +0.5%
SNT
1136
Security National Trust
West Virginia
$2.01M -$43.7K -619 -2%
TPA
1137
Trivium Point Advisory
Connecticut
$2.01M +$1.95M +27,592 New
SP
1138
SWS Partners
Ohio
$2M -$760K -10,766 -28%
AAS
1139
Avantax Advisory Services
Texas
$2M +$1.92M +27,168 New
BC
1140
Burney Company
Virginia
$1.99M +$1.27K +18 +0.1%
LNC
1141
Lincoln National Corp
Pennsylvania
$1.99M -$1.48K -21 -0.1%
LI
1142
Longer Investments
Arkansas
$1.98M -$728K -10,317 -28%
FLI
1143
Family Legacy Inc
South Carolina
$1.98M -$25.1K -355 -1%
WEC
1144
Winslow Evans & Crocker
Massachusetts
$1.97M -$76.5K -1,084 -4%
SSP
1145
Sapphire Star Partners
Washington
$1.97M +$303K +4,299 +19%
WF
1146
WealthTrust Fairport
Ohio
$1.97M +$12.8K +182 +0.7%
CFN
1147
Cordasco Financial Network
Florida
$1.97M -$8.19K -116 -0.4%
GWI
1148
Grace & White Inc
New York
$1.97M -$37K -524 -2%
SC
1149
Sawyer & Company
Massachusetts
$1.97M -$31.4K -445 -2%
OAMU
1150
Ostrum Asset Management US
New York
$1.95M +$1.89M +26,754 New

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.