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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
SJIM
1326
St. Johns Investment Management
Florida
$1.33M -$141 -2 -0%
NAMP
1327
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.33M
SRAM
1328
Stone Ridge Asset Management
New York
$1.33M +$80.6K +1,142 +7%
NG
1329
Northstar Group
New York
$1.33M -$53.7K -760 -4%
SBSB
1330
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.33M +$80.4K +1,139 +7%
QCM
1331
Quest Capital Management
Texas
$1.31M +$1.27M +18,003 New
FMWA
1332
Forvis Mazars Wealth Advisors
Missouri
$1.31M -$817K -11,573 -39%
TWA
1333
TCI Wealth Advisors
Arizona
$1.3M +$5.79K +82 +0.5%
WWM
1334
Western Wealth Management
Colorado
$1.3M +$1.26M +17,901 New
DWM
1335
Dorchester Wealth Management
Quebec, Canada
$1.3M +$129K +1,834 +11%
PFS
1336
Prospera Financial Services
Texas
$1.3M +$181K +2,561 +17%
EGA
1337
E&G Advisors
Texas
$1.29M +$89K +1,261 +8%
PCP
1338
Proficio Capital Partners
Massachusetts
$1.28M +$2.89K +41 +0.2%
HR
1339
Hayden Royal
North Carolina
$1.28M +$1.24M +17,610 New
NFG
1340
Next Financial Group
Texas
$1.28M +$394K +5,587 +47%
AAM
1341
Azzad Asset Management
Virginia
$1.28M -$78K -1,105 -6%
Group One Trading
1342
Group One Trading
Illinois
$1.28M +$1.24M +17,554 New
JCM
1343
Jacobi Capital Management
Pennsylvania
$1.28M +$206K +2,923 +20%
BOPW
1344
Brandywine Oak Private Wealth
Pennsylvania
$1.28M +$1.24M +17,495 New
PGA
1345
Portland Global Advisors
Maine
$1.28M -$23.3K -330 -2%
JCM
1346
Janney Capital Management
Pennsylvania
$1.27M +$55.5K +786 +5%
MWA
1347
Meridian Wealth Advisors
Texas
$1.27M +$1.23M +17,471 New
SWM
1348
Segment Wealth Management
Texas
$1.27M -$590K -8,354 -32%
WAP
1349
Wealthcare Advisory Partners
Pennsylvania
$1.27M +$17.5K +248 +1%
SWRP
1350
Summit Wealth & Retirement Planning
California
$1.26M +$1.22M +17,279 New

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.