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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
KCM
1276
Kanawha Capital Management
Virginia
$1.44M +$62.9K +891 +5%
SFA
1277
Sequoia Financial Advisors
Ohio
$1.44M -$15.5K -219 -1%
FSA
1278
Franklin Street Advisors
North Carolina
$1.44M -$1.91K -27 -0.1%
PIM
1279
Platinum Investment Management
Australia
$1.44M
EWM
1280
Evermay Wealth Management
Virginia
$1.44M +$78.5K +1,112 +6%
BCM
1281
Buckhead Capital Management
Georgia
$1.44M +$120K +1,693 +9%
BPWA
1282
Beacon Pointe Wealth Advisors
California
$1.43M +$1.39M +19,632 New
TPWA
1283
TRUE Private Wealth Advisors
Oregon
$1.43M -$172K -2,442 -11%
CCMW
1284
Cypress Capital Management (Wyoming)
Wyoming
$1.42M +$97.4K +1,380 +8%
HAM
1285
Highstreet Asset Management
Ontario, Canada
$1.42M -$447K -6,335 -25%
GCM
1286
Galibier Capital Management
Ontario, Canada
$1.42M +$1.37M +19,477 New
BRWM
1287
B. Riley Wealth Management
Tennessee
$1.42M +$469K +6,637 +52%
CA
1288
Cambridge Advisors
Nebraska
$1.42M -$36.4K -516 -3%
CC
1289
Chicago Capital
Illinois
$1.41M
BCB
1290
Brian C. Broderick
$1.41M -$74K -1,048 -5%
BO
1291
BRR OpCo
Ohio
$1.41M -$127K -1,800 -9%
NCM
1292
Noesis Capital Mangement
Florida
$1.41M
MGIA
1293
Moneta Group Investment Advisors
Missouri
$1.41M +$263K +3,726 +24%
AWM
1294
Alterna Wealth Management
Texas
$1.41M +$1.62M +22,979 New
YIA
1295
YHB Investment Advisors
Connecticut
$1.4M +$236K +3,346 +21%
CL
1296
CPWM LLC
Washington
$1.4M -$472K -6,681 -26%
BW
1297
Bison Wealth
Georgia
$1.4M +$17.9K +254 +1%
CFMC
1298
Curbstone Financial Management Corp
New Hampshire
$1.4M +$22.2K +314 +2%
BWM
1299
BerganKDV Wealth Management
Minnesota
$1.4M +$34K +481 +3%
DI
1300
Diligent Investors
California
$1.39M -$675K -9,567 -33%

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.