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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
NIT
1376
NumerixS Investment Technologies
British Columbia, Canada
$1.18M +$1.15M +16,349 New
BC
1377
Banced Corp
Illinois
$1.17M -$169K -2,392 -13%
CCM
1378
Coldstream Capital Management
Washington
$1.17M +$184K +2,601 +19%
HCM
1379
Harvest Capital Management
New Hampshire
$1.16M +$1.91K +27 +0.2%
BPM
1380
Bowling Portfolio Management
Ohio
$1.16M -$74.3K -1,052 -6%
DAM
1381
Delta Asset Management
Tennessee
$1.15M -$1.83K -26 -0.2%
VFA
1382
Valeo Financial Advisors
Indiana
$1.15M -$637K -9,022 -36%
HCM
1383
Hodges Capital Management
Texas
$1.15M -$38.8K -549 -3%
SLG
1384
Stanley-Laman Group
Pennsylvania
$1.15M -$36.1K -512 -3%
UF
1385
Univest Financial
Pennsylvania
$1.15M +$71.1K +1,007 +7%
BG
1386
Bellevue Group
Switzerland
$1.15M +$185K +2,620 +20%
AWM
1387
Aries Wealth Management
Maine
$1.14M
RI
1388
Ridgewood Investments
New Jersey
$1.14M
AB
1389
Atlas Brown
Kentucky
$1.14M -$5.93K -84 -0.5%
TSWM
1390
Triangle Securities Wealth Management
North Carolina
$1.13M -$15.6K -221 -1%
CWM
1391
Centric Wealth Management
Illinois
$1.13M +$1.09M +15,497 New
FWM
1392
Foresight Wealth Management
Utah
$1.13M +$1.09M +15,485 New
WC
1393
Whitnell & Co
Illinois
$1.13M
KFGK
1394
Keystone Financial Group (Kentucky)
Kentucky
$1.13M +$74.1K +1,049 +7%
PC
1395
Port Capital
Illinois
$1.1M -$3.95K -56 -0.4%
TBNY
1396
Trustco Bank (New York)
New York
$1.1M +$9.18K +130 +0.9%
BCP
1397
Blackhawk Capital Partners
Wisconsin
$1.1M -$235K -3,331 -18%
SFM
1398
Signet Financial Management
New Jersey
$1.1M -$141 -2 -0%
CIM
1399
CIM Investment Management
Pennsylvania
$1.1M -$11.9K -168 -1%
PHIMC
1400
Private Harbour Investment Management & Counsel
Ohio
$1.09M -$31.5K -446 -3%

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.