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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
PG
1151
Patten Group
Tennessee
$1.94M +$17.4K +246 +0.9%
TWM
1152
Torch Wealth Management
Ohio
$1.93M -$3.46K -49 -0.2%
MME
1153
Meag Munich Ergo
Germany
$1.93M -$14.8M -209,063 -89%
ZCA
1154
Zeke Capital Advisors
Pennsylvania
$1.93M -$5.34M -75,588 -74%
BCA
1155
Benchmark Capital Advisors
New York
$1.92M -$29.6K -419 -2%
HH
1156
Hilltop Holdings
Texas
$1.9M +$715K +10,124 +63%
RM
1157
Resource Management
Louisiana
$1.9M -$10.1K -143 -0.5%
W
1158
Wealthquest
Ohio
$1.9M +$1.84M +26,067 New
PFSC
1159
Peoples Financial Services Corp
Pennsylvania
$1.9M -$44.4K -629 -2%
DMC
1160
Drexel Morgan & Co
Pennsylvania
$1.89M +$126K +1,781 +7%
ACM
1161
Allred Capital Management
Texas
$1.89M +$1.83M +25,947 New
RCAG
1162
Rehmann Capital Advisory Group
Michigan
$1.88M +$504K +7,137 +38%
PAM
1163
Premier Asset Management
Illinois
$1.87M -$93.5K -1,325 -5%
AWM
1164
AE Wealth Management
Kansas
$1.87M +$314K +4,448 +21%
BFA
1165
Brendel Financial Advisors
New Hampshire
$1.87M +$1.81M +25,639 New
SFSIG
1166
San Francisco Sentry Investment Group
California
$1.87M +$12.6K +178 +0.7%
HCA
1167
Harbour Capital Advisors
Virginia
$1.86M +$16K +226 +0.9%
AMIM
1168
Aull & Monroe Investment Management
Alabama
$1.85M -$167K -2,361 -9%
AFG
1169
Albion Financial Group
Utah
$1.85M -$3.4M -48,162 -65%
RHDIC
1170
R.H. Dinel Investment Counsel
California
$1.85M +$1.79M +25,404 New
CFG
1171
Citizens Financial Group
Rhode Island
$1.85M -$27.5K -389 -2%
GCM
1172
Gables Capital Management
Florida
$1.84M -$55.5K -786 -3%
ESB
1173
Essex Savings Bank
Connecticut
$1.84M +$1.78M +25,221 New
SC
1174
Searle & Co
Connecticut
$1.82M
PTC
1175
Philadelphia Trust Company
Pennsylvania
$1.81M -$111K -1,572 -6%

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.