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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
CBU
1351
CIBC Bank USA
Illinois
$1.26M -$24.2K -343 -2%
RCM
1352
RNC Capital Management
California
$1.26M +$47.9K +679 +4%
SCA
1353
Snowden Capital Advisors
New York
$1.24M +$17K +241 +1%
WIM
1354
Waverton Investment Management
United Kingdom
$1.24M -$740K -10,480 -38%
BMCM
1355
Bryn Mawr Capital Management
Pennsylvania
$1.23M -$16.3K -231 -1%
IA
1356
IFG Advisory
Georgia
$1.22M -$197K -2,797 -14%
VFM
1357
Viking Fund Management
North Dakota
$1.22M -$1.11M -15,720 -48%
PFBT
1358
Parkside Financial Bank & Trust
Missouri
$1.22M -$11.1K -157 -0.9%
THWM
1359
Taylor Hoffman Wealth Management
Virginia
$1.22M +$7.06K +100 +0.6%
BP
1360
Ballentine Partners
Massachusetts
$1.22M -$165K -2,338 -12%
CPIG
1361
Chicago Partners Investment Group
Illinois
$1.21M -$479K -6,783 -28%
CFA
1362
Camarda Financial Advisors
Florida
$1.21M -$17K -241 -1%
WSC
1363
Wellington Shields & Co
New York
$1.21M +$243K +3,438 +26%
SMM
1364
Stadion Money Management
Georgia
$1.21M -$226K -3,198 -16%
EWA
1365
Exencial Wealth Advisors
Oklahoma
$1.2M -$3.39K -48 -0.3%
PFM
1366
Parsec Financial Management
North Carolina
$1.2M +$88.9K +1,260 +8%
CIAS
1367
Capital Investment Advisory Services
North Carolina
$1.2M -$75.1K -1,064 -6%
CI
1368
Cavalier Investments
Georgia
$1.2M +$1.16M +16,391 New
TCM
1369
Telos Capital Management
California
$1.19M +$17.6K +249 +2%
FFA
1370
First Foundation Advisors
California
$1.18M -$43.8K -620 -4%
MMHP
1371
Murphy Middleton Hinkle & Parker
Georgia
$1.18M -$55.5K -786 -5%
CP
1372
Covenant Partners
Tennessee
$1.18M +$1.14M +16,207 New
SSWM
1373
Sheets Smith Wealth Management
North Carolina
$1.18M +$565 +8 +0%
GLLW
1374
Graves Light Lenhart Wealth
Virginia
$1.18M +$1.14M +16,188 New
GFPC
1375
Global Financial Private Capital
Florida
$1.18M -$387K -5,484 -25%

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.