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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
V
1501
VeraBank
Texas
$847K +$820K +11,619 New
BPCE
1502
Bank Pictet & Cie (Europe)
Germany
$846K -$219K -3,102 -21%
AB
1503
AT Bancorp
Iowa
$846K -$5.93K -84 -0.7%
CI
1504
Capital International
California
$843K +$731K +10,351 +850%
EWA
1505
EP Wealth Advisors
California
$841K -$122K -1,724 -13%
OCM
1506
Osterweis Capital Management
California
$840K -$57.9K -820 -7%
SFM
1507
Signature Financial Management
Virginia
$838K -$1.54M -21,876 -66%
HI
1508
Hendershot Investments
Virginia
$838K
CHP
1509
Cable Hill Partners
Oregon
$837K +$318K +4,508 +65%
BAM
1510
Belpointe Asset Management
Nevada
$836K -$265K -3,758 -25%
OSNBOA
1511
Old Second National Bank of Aurora
Illinois
$835K
LMAM
1512
Legg Mason Asset Management
Japan
$833K -$37K -524 -4%
ATC
1513
Adirondack Trust Company
New York
$830K +$50.3K +713 +7%
BPA
1514
Beacon Pointe Advisors
California
$830K +$805K +11,401 New
MBT
1515
Montecito Bank & Trust
California
$828K -$9.53K -135 -1%
FMTCOCP
1516
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$827K -$34.4K -488 -5%
ACI
1517
Alpha Cubed Investments
California
$826K -$229K -3,240 -22%
AIA
1518
AIMZ Investment Advisors
California
$825K +$141 +2 +0%
KC
1519
Knuff & Co
California
$825K +$799K +11,318 New
HFBOT
1520
Home Federal Bank of Tennessee
Tennessee
$824K +$7.41K +105 +0.9%
UCMOK
1521
United Capital Management of KS
Kansas
$823K +$29.6K +420 +4%
TA
1522
TCG Advisors
Texas
$817K +$791K +11,206 New
BIM
1523
Barton Investment Management
Pennsylvania
$815K
SC
1524
Schulhoff & Co
Ohio
$814K
FCAG
1525
First Capital Advisors Group
New Jersey
$813K -$89.4K -1,267 -10%

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.