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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
FMW
1551
Farr Miller & Washington
District of Columbia
$757K -$143K -2,024 -16%
TC
1552
Trilogy Capital
California
$757K -$58.7K -832 -7%
WPP
1553
Whalerock Point Partners
Rhode Island
$757K
VNA
1554
Valley National Advisers
Pennsylvania
$756K -$3.95K -56 -0.5%
TCM
1555
Traynor Capital Management
Pennsylvania
$756K +$11.5K +163 +2%
RPC
1556
Rossmore Private Capital
Connecticut
$755K
EWM
1557
Empirical Wealth Management
Washington
$754K -$4.38K -62 -0.6%
CIA
1558
Covington Investment Advisors
Pennsylvania
$753K
FI
1559
FormulaFolio Investments
Michigan
$753K
HJA
1560
Hugh Johnson Advisors
New York
$752K +$6.92K +98 +1%
Wolverine Trading
1561
Wolverine Trading
Illinois
$751K +$737K +10,443 New
HC
1562
Henshaw Capital
Massachusetts
$750K +$1.62K +23 +0.2%
ZB
1563
Zions Bancorporation
Utah
$748K -$49.3K -699 -6%
CA
1564
Cortland Associates
Missouri
$747K -$4.8K -68 -0.7%
OPCM
1565
Osborne Partners Capital Management
California
$747K
AAM
1566
Arabesque Asset Management
United Kingdom
$746K +$722K +10,234 New
WG
1567
Welch Group
Alabama
$743K +$7.62K +108 +1%
JGIA
1568
Jackson Grant Investment Advisers
Connecticut
$743K +$18.9K +268 +3%
NEPWA
1569
New England Private Wealth Advisors
Massachusetts
$742K +$39K +553 +6%
CG
1570
Corundum Group
Colorado
$742K +$718K +10,175 New
LC
1571
LCNB Corp
Ohio
$741K -$3.67K -52 -0.5%
GIA
1572
Granite Investment Advisors
New Hampshire
$737K -$7.2K -102 -1%
SW
1573
SlateStone Wealth
Florida
$737K +$714K +10,111 New
CBT
1574
Central Bank & Trust
Kentucky
$731K -$37.6K -533 -5%
SCM
1575
Schnieders Capital Management
California
$731K

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.