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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
DJSG
1251
D.J. St. Germain
Massachusetts
$1.51M +$107K +1,512 +8%
LPIC
1252
LeJeune Puetz Investment Counsel
Michigan
$1.51M
SRC
1253
Shufro Rose & Co
New York
$1.51M -$7.41K -105 -0.5%
SGA
1254
Strategic Global Advisors
California
$1.5M -$468K -6,634 -24%
FAIM
1255
Financial Advocates Investment Management
Washington
$1.49M -$241K -3,410 -14%
AL
1256
Aspiriant LLC
California
$1.49M -$79K -1,119 -5%
QCG
1257
Quadrant Capital Group
Ohio
$1.49M -$65.2K -924 -4%
GTAM
1258
Global Trust Asset Management
Florida
$1.49M +$548K +7,761 +62%
PCM
1259
Prelude Capital Management
New York
$1.48M +$68.1K +965 +5%
SLT
1260
St Louis Trust
Missouri
$1.48M
CWM
1261
Circle Wealth Management
New Jersey
$1.48M +$52.5K +744 +4%
HI
1262
Human Investing
Oregon
$1.48M +$1.43M +20,251 New
AFA
1263
Abacus FCF Advisors
Florida
$1.47M +$1.43M +20,212 New
MSA
1264
Marino Stram & Associates
Massachusetts
$1.47M -$3.53K -50 -0.3%
PFA
1265
Pure Financial Advisors
California
$1.47M -$78.2K -1,108 -5%
AIC
1266
Archer Investment Corporation
Indiana
$1.47M +$1.42M +20,100 New
CWM
1267
Chesapeake Wealth Management
Virginia
$1.46M +$244K +3,454 +21%
CAM
1268
Cubic Asset Management
Massachusetts
$1.46M -$98.4K -1,394 -7%
APTFM
1269
AGUR Provident & Training Funds Management
Israel
$1.46M
GJIC
1270
Gamble Jones Investment Counsel
California
$1.46M
CA
1271
Calton & Associates
Florida
$1.46M +$211K +2,993 +18%
WCM
1272
Weatherstone Capital Management
Colorado
$1.46M +$1.17M +16,568 +365%
BHB
1273
Bank Hapoalim BM
Israel
$1.45M -$11.1K -157 -0.8%
LF
1274
Lee Financial
Texas
$1.45M -$25.6K -362 -2%
DAS
1275
Dynamic Advisor Solutions
Arizona
$1.45M +$110K +1,554 +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.