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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
Russell Investments Group
101
Russell Investments Group
United Kingdom
$202M -$31.2M -441,472 -14%
PI
102
PGGM Investments
Netherlands
$196M
Sanders Capital
103
Sanders Capital
Florida
$196M -$51.7M -732,447 -21%
Canada Life
104
Canada Life
Manitoba, Canada
$195M -$26M -368,003 -12%
National Pension Service
105
National Pension Service
South Korea
$191M +$10.4M +147,604 +6%
SIG
106
Senator Investment Group
New York
$191M -$92.5M -1,310,000 -33%
Mitsubishi UFJ Trust & Banking
107
Mitsubishi UFJ Trust & Banking
Japan
$191M +$4.86M +68,853 +3%
O
108
OrbiMed
New York
$191M -$77.6M -1,099,771 -30%
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$190M +$6.82M +96,541 +4%
PP
110
Prudential plc
United Kingdom
$188M -$66.6M -944,081 -27%
MAMU
111
Marathon Asset Management (UK)
United Kingdom
$184M -$34.5M -488,279 -16%
MWNA
112
Marshall Wace North America
New York
$178M -$65.1M -921,842 -27%
State of Tennessee, Department of Treasury
113
State of Tennessee, Department of Treasury
Tennessee
$177M +$105M +1,487,268 +158%
Chevy Chase Trust
114
Chevy Chase Trust
Maryland
$175M -$2.73M -38,646 -2%
TG
115
TCW Group
California
$167M -$22.2M -313,822 -12%
Public Employees Retirement Association of Colorado
116
Public Employees Retirement Association of Colorado
Colorado
$166M -$243K -3,444 -0.2%
Citigroup
117
Citigroup
New York
$165M -$12.7M -180,493 -7%
CP
118
Coho Partners
Pennsylvania
$163M +$6.51M +92,193 +4%
US Bancorp
119
US Bancorp
Minnesota
$161M -$2.06M -29,129 -1%
NIPH
120
NN Investment Partners Holdings
Netherlands
$161M +$20.8M +294,952 +15%
CIBC Private Wealth Group
121
CIBC Private Wealth Group
Georgia
$161M -$29M -410,856 -16%
Retirement Systems of Alabama
122
Retirement Systems of Alabama
Alabama
$156M
Brown Advisory
123
Brown Advisory
Maryland
$155M -$765K -10,840 -0.5%
SCCM
124
Schafer Cullen Capital Management
New York
$154M -$5.36M -75,939 -3%
BGIM
125
Brandywine Global Investment Management
Pennsylvania
$149M -$1.23M -17,437 -0.8%

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.