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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
BMC
1301
Beaton Management Company
Massachusetts
$1.39M -$7.34K -104 -0.5%
GVAG
1302
Great Valley Advisor Group
Delaware
$1.39M +$1.35M +19,057 New
KA
1303
Kovack Advisors
Florida
$1.38M +$125K +1,765 +10%
MWM
1304
Mission Wealth Management
California
$1.38M -$5.15K -73 -0.4%
YMRC
1305
Yorktown Management & Research Company
Virginia
$1.38M -$407K -5,764 -23%
MOS
1306
MGO One Seven
Ohio
$1.38M -$90.4K -1,280 -6%
PCMI
1307
Paradigm Capital Management Inc
New York
$1.38M
QIM
1308
Quest Investment Management
Oregon
$1.38M
MHIM
1309
MacNealy Hoover Investment Management
Ohio
$1.37M -$9.25K -131 -0.7%
OFG
1310
OmniStar Financial Group
North Carolina
$1.37M +$1.33M +18,843 New
CL
1311
Choreo LLC
Illinois
$1.37M -$1.57M -22,263 -54%
MIP
1312
Marietta Investment Partners
Wisconsin
$1.37M +$1.33M +18,811 New
WCM
1313
Whitener Capital Management
North Carolina
$1.37M +$115K +1,624 +9%
Cetera Investment Advisers
1314
Cetera Investment Advisers
Illinois
$1.36M -$64.9K -919 -5%
BDF
1315
Balasa Dinverno & Foltz
$1.36M +$243K +3,443 +23%
PL
1316
Plancorp LLC
Missouri
$1.36M -$23.4K -332 -2%
NAM
1317
NTV Asset Management
West Virginia
$1.35M -$115K -1,634 -8%
ADL
1318
Asset Dedication LLC
California
$1.35M +$208K +2,948 +19%
PAM
1319
Peak Asset Management
Colorado
$1.35M -$112K -1,586 -8%
MCM
1320
Mork Capital Management
California
$1.34M
QSS
1321
Quantitative Systematic Strategies
Florida
$1.34M -$348K -4,930 -21%
MC
1322
Martin & Co
Tennessee
$1.34M -$9.25K -131 -0.7%
CWM
1323
Calamos Wealth Management
Illinois
$1.34M +$420K +5,956 +48%
PCM
1324
Penserra Capital Management
California
$1.34M +$1.3M +18,407 New
IWM
1325
IHT Wealth Management
Illinois
$1.34M +$189K +2,682 +17%

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.