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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
AF
1576
Allworth Financial
California
$728K +$170K +2,409 +32%
Jacobs Levy Equity Management
1577
Jacobs Levy Equity Management
New Jersey
$726K -$7.6M -107,694 -92%
PCM
1578
Princeton Capital Management
New Jersey
$726K
FNC
1579
First National Corp
Massachusetts
$726K +$703K +9,953 New
KM
1580
Kalos Management
Georgia
$726K +$748K +10,602 New
GAMC
1581
Garner Asset Management Corp
Texas
$724K -$4.73K -67 -0.7%
BCM
1582
Boltwood Capital Management
California
$722K
ECG
1583
Edge Capital Group
Georgia
$722K +$699K +9,898 New
FWM
1584
Focused Wealth Management
New York
$718K +$289K +4,092 +71%
BCA
1585
Berman Capital Advisors
Georgia
$718K +$309K +4,379 +80%
DIM
1586
DC Investments Management
Virginia
$717K +$28.2K +400 +4%
CA
1587
Cornerstone Advisory
Maryland
$716K +$4.59K +65 +0.7%
PTB
1588
Pioneer Trust Bank
Oregon
$715K
SCP
1589
Sandhill Capital Partners
New York
$712K -$8.47K -120 -1%
CAG
1590
Crestwood Advisors Group
Massachusetts
$711K -$48.6K -688 -7%
HPWM
1591
Highland Private Wealth Management
Washington
$711K +$16.7K +236 +2%
NA
1592
Navellier & Associates
Nevada
$711K +$348K +4,925 +102%
BCM
1593
Bluefin Capital Management
New York
$711K +$592K +8,384 +616%
TCM
1594
Tuttle Capital Management
Connecticut
$708K -$913K -12,929 -57%
BCM
1595
Brookstone Capital Management
Illinois
$705K -$4.83M -68,454 -88%
CAM
1596
Claret Asset Management
Quebec, Canada
$705K +$353 +5 +0.1%
JWA
1597
JFS Wealth Advisors
Pennsylvania
$703K +$353 +5 +0.1%
AAMU
1598
Amundi Asset Management US
Massachusetts
$702K +$116M +1,640,346 +21%
VA
1599
Valmark Advisers
Ohio
$702K +$2.47K +35 +0.4%
FPFS
1600
First Personal Financial Services
North Carolina
$702K +$368K +5,213 +118%

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.