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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
NME
1226
Notis-McConarty Edward
$1.62M -$55.8K -791 -3%
FIM
1227
Frontier Investment Management
Texas
$1.62M +$98.9K +1,401 +7%
CCG
1228
Ceeto Capital Group
Florida
$1.62M
FAM
1229
Formidable Asset Management
Ohio
$1.62M +$99.1K +1,404 +7%
GIP
1230
Granite Investment Partners
California
$1.6M +$76.2K +1,080 +5%
DIA
1231
Dean Investment Associates
Ohio
$1.6M +$222K +3,144 +17%
MHS
1232
M Holdings Securities
Oregon
$1.6M +$89K +1,261 +6%
CII
1233
Capital International Inc
California
$1.59M -$346K -4,903 -18%
BWM
1234
BT Wealth Management
Georgia
$1.59M +$1.5M +21,178 New
MFW
1235
Meristem Family Wealth
Minnesota
$1.59M +$6.64K +94 +0.4%
PH
1236
Pinnacle Holdings
Oklahoma
$1.58M +$3.53K +50 +0.2%
DHFB
1237
Dixon Hubard Feinour & Brown
Virginia
$1.58M -$12.4K -176 -0.8%
PGIM
1238
Pacific Global Investment Management
California
$1.58M -$21.5K -305 -1%
SWA
1239
Sutton Wealth Advisors
Florida
$1.58M +$939K +13,308 +160%
CDH
1240
Charles D. Hyman
$1.57M -$18.4K -260 -1%
MIC
1241
Means Investment Company
Maine
$1.57M +$1.52M +21,512 New
PVH
1242
Psagot Value Holdings
Israel
$1.56M
FCT
1243
Family Capital Trust
Massachusetts
$1.55M
PA
1244
Probity Advisors
Texas
$1.53M -$16.1K -228 -1%
EIP
1245
Ellis Investment Partners
Pennsylvania
$1.52M +$1.48M +20,987 New
SCP
1246
Seizert Capital Partners
Michigan
$1.52M -$17.3K -245 -1%
SP
1247
Symmetry Partners
Connecticut
$1.52M +$1.47M +20,803 New
YWP
1248
YorkBridge Wealth Partners
New York
$1.52M -$8.26K -117 -0.6%
Lido Advisors
1249
Lido Advisors
California
$1.52M +$589K +8,345 +68%
RMC
1250
Resources Management Corp
Connecticut
$1.51M +$11.2K +158 +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.