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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
TRIM
1526
Thompson Rubinstein Investment Management
Oregon
$812K
WFWM
1527
Wechter Feldman Wealth Management
New Jersey
$811K
RIA
1528
Regal Investment Advisors
Michigan
$805K +$174K +2,468 +29%
MFG
1529
Magnus Financial Group
New York
$803K +$777K +11,011 New
CCMIC
1530
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$802K -$44.4K -629 -5%
PNAA
1531
Pictet North America Advisors
Switzerland
$799K
WA
1532
Wheatland Advisors
Pennsylvania
$794K
HCM
1533
Hollencrest Capital Management
California
$793K +$918 +13 +0.1%
IRC
1534
Investors Research Corp
Georgia
$792K -$383K -5,423 -33%
KWA
1535
KCS Wealth Advisory
California
$785K +$7.48K +106 +1%
FIM
1536
Fruth Investment Management
Texas
$784K -$29.6K -419 -4%
TW
1537
TrinityPoint Wealth
Connecticut
$784K +$759K +10,749 New
LCM
1538
LVM Capital Management
Michigan
$783K
HIM
1539
Hotaling Investment Management
Pennsylvania
$783K +$758K +10,736 New
AWCI
1540
Alpine Woods Capital Investors
New York
$782K +$9.25K +131 +1%
QI
1541
Qtron Investments
Massachusetts
$781K +$756K +10,710 New
AAM
1542
Ascension Asset Management
New York
$780K -$29.6K -419 -4%
EA
1543
Elm Advisors
California
$779K
APG
1544
Abacus Planning Group
South Carolina
$773K +$748K +10,601 New
VI
1545
Versor Investments
New York
$772K +$747K +10,585 New
FFC
1546
First Financial Corp
Indiana
$768K -$32.1K -455 -4%
NB
1547
Northwest Bancshares
Pennsylvania
$764K -$18.4K -261 -2%
LCH
1548
Lee Capital Holdings
New York
$764K
IWC
1549
Integrated Wealth Concepts
Massachusetts
$763K +$139K +1,975 +23%
SMC
1550
Smith, Moore & Co
Missouri
$762K -$13.3K -189 -2%

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.