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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
WP
1451
WMS Partners
Maryland
$973K -$105K -1,488 -10%
CIC
1452
Chilton Investment Company
Connecticut
$972K +$260K +3,685 +38%
WGA
1453
Weather Gauge Advisory
Virginia
$971K +$941K +13,323 New
IBOK
1454
Independence Bank of Kentucky
Kentucky
$969K -$77.7K -1,100 -8%
OAM
1455
Occidental Asset Management
California
$969K
PI
1456
PEAK6 Investments
Illinois
$968K +$937K +13,277 New
BEC
1457
Blue Edge Capital
Virginia
$966K
LRPA
1458
L. Roy Papp & Associates
Arizona
$964K -$29.9K -424 -3%
WI
1459
Wintrust Investments
Illinois
$955K +$61.8K +875 +7%
AF
1460
Aldebaran Financial
$951K +$565 +8 +0.1%
SWA
1461
Stratos Wealth Advisors
Ohio
$950K +$919K +13,023 New
CC
1462
Cadinha & Co
Hawaii
$947K -$52.2K -739 -5%
AIC
1463
Ayalon Insurance Company
Israel
$945K +$910K +12,890 New
CAN
1464
Claraphi Advisory Network
United States
$942K -$34K -482 -4%
HA
1465
Halsey Associates
Connecticut
$941K +$450K +6,380 +98%
FBC
1466
Fairfield, Bush & Co
Connecticut
$937K -$23K -326 -2%
GIM
1467
Guardian Investment Management
California
$928K -$7.41K -105 -0.8%
CAM
1468
Close Asset Management
United Kingdom
$922K -$471K -6,670 -63%
HT
1469
HAP Trading
New York
$921K -$837K -11,860 -48%
CPIA
1470
Cornell Pochily Investment Advisors
New York
$921K +$86K +1,218 +11%
FWP
1471
FAS Wealth Partners
Kansas
$917K -$48.5K -687 -5%
MMPW
1472
Mitchell McLeod Pugh & Williams
Alabama
$917K -$5.15K -73 -0.6%
WCM
1473
Windsor Capital Management
Arizona
$917K +$38.5K +545 +5%
AI
1474
Accredited Investors
Minnesota
$913K +$142K +2,016 +19%
TIA
1475
Tiemann Investment Advisors
California
$912K -$7.27K -103 -0.8%

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.