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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
PPP
1601
Private Portfolio Partners
New Jersey
$701K +$678K +9,610 New
HFA
1602
Hoover Financial Advisors
Pennsylvania
$697K +$675K +9,558 New
MC
1603
Miles Capital
Iowa
$694K -$2.12K -30 -0.3%
DWM
1604
Destination Wealth Management
California
$690K -$90.1K -1,277 -12%
PAWC
1605
P.A.W. Capital
Connecticut
$688K -$74K -1,048 -10%
SFG
1606
SNS Financial Group
Minnesota
$688K +$69.3K +981 +12%
MWM
1607
Marietta Wealth Management
Georgia
$687K -$35.6K -504 -5%
ACS
1608
Archford Capital Strategies
Illinois
$686K +$36.6K +518 +6%
ACM
1609
Argent Capital Management
Missouri
$685K +$34K +482 +5%
FM
1610
Foster & Motley
Ohio
$682K
BBI
1611
Baxter Bros Inc
Connecticut
$682K +$23.9K +338 +4%
HCM
1612
Hudson Capital Management
New Jersey
$682K +$156K +2,216 +31%
NL
1613
NVWM LLC
Pennsylvania
$682K +$623K +8,821 +1,683%
TF
1614
TLWM Financial
Texas
$680K -$55.2K -782 -8%
HCM
1615
Hall Capital Management
Rhode Island
$680K -$8.47K -120 -1%
NED
1616
Nancy E. Dempze
$677K -$31K -439 -5%
QC
1617
Quadrature Capital
United Kingdom
$673K -$2.22M -31,459 -77%
MKC
1618
M. Kraus & Co
Vermont
$672K -$4.09K -58 -0.6%
SXL
1619
Summit X LLC
Missouri
$671K -$387K -5,487 -37%
NB
1620
Nicolet Bankshares
Wisconsin
$671K +$11.8K +167 +2%
GHAM
1621
Gilman Hill Asset Management
Connecticut
$668K -$25.5K -361 -4%
AOWM
1622
Alpha Omega Wealth Management
Virginia
$668K -$17.8K -252 -3%
PWPS
1623
Pinnacle Wealth Planning Services
Ohio
$667K -$45.7K -647 -7%
AEPG
1624
American Economic Planning Group
New Jersey
$667K +$1.91K +27 +0.3%
GQG Partners
1625
GQG Partners
Florida
$665K +$418K +5,925 +185%

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.