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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
CAW
1401
Cornerstone Advisors (Washington)
Washington
$1.09M +$35.4K +501 +3%
BWP
1402
Bernardo Wealth Planning
Pennsylvania
$1.09M +$1.06M +14,980 New
CCM
1403
Cox Capital Management
Massachusetts
$1.09M +$455K +6,442 +70%
AWM
1404
Altavista Wealth Management
North Carolina
$1.09M
ACG
1405
Allen Capital Group
Nebraska
$1.08M -$78.2K -1,108 -7%
ICM
1406
IMS Capital Management
Oregon
$1.08M +$224K +3,174 +27%
VC
1407
Vicus Capital
Pennsylvania
$1.08M +$20K +284 +2%
TFF
1408
The Family Firm
Maryland
$1.08M +$635 +9 +0.1%
LCM
1409
Leisure Capital Management
California
$1.08M -$11.2K -158 -1%
1WA
1410
180 Wealth Advisors
Washington
$1.08M -$34.3K -486 -3%
MYIA
1411
Mount Yale Investment Advisors
Colorado
$1.08M -$310K -4,385 -23%
NHC
1412
Nicholas Hoffman & Company
Georgia
$1.07M -$25.3K -358 -2%
MIA
1413
MainStreet Investment Advisors
Illinois
$1.07M +$4.66K +66 +0.5%
Assenagon Asset Management
1414
Assenagon Asset Management
Luxembourg
$1.05M -$81.2M -1,149,588 -99%
CGA
1415
Crescent Grove Advisors
Illinois
$1.05M +$5.72K +81 +0.6%
MAM
1416
Mastrapasqua Asset Management
Tennessee
$1.05M +$11.4K +162 +1%
GCP
1417
GSA Capital Partners
United Kingdom
$1.05M -$2.33M -33,043 -70%
EFSCE
1418
Enterprise Financial Services Corp (EFSC)
Missouri
$1.04M -$29.2K -413 -3%
FCMT
1419
Founders Capital Management (Texas)
Texas
$1.04M -$5.51K -78 -0.5%
OIA
1420
Optimum Investment Advisors
Illinois
$1.04M -$18.5K -262 -2%
ADBIC
1421
A.D. Beadell Investment Counsel
Wisconsin
$1.04M -$59.2K -838 -6%
PIA
1422
Peachtree Investment Advisors
Georgia
$1.03M
TC
1423
Toews Corporation
New Jersey
$1.03M +$999K +14,148 New
HKIM
1424
Hayek Kallen Investment Management
Alabama
$1.03M -$18.9K -268 -2%
SAM
1425
Security Asset Management
New York
$1.03M

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.