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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
WP
1626
WealthPLAN Partners
Nebraska
$660K -$7.48K -106 -1%
HFA
1627
Huber Financial Advisors
Illinois
$659K -$11.2K -158 -2%
AWM
1628
Avior Wealth Management
Nebraska
$656K
ECM
1629
Elgethun Capital Management
South Dakota
$652K -$37.4K -530 -6%
EWM
1630
Endurance Wealth Management
Rhode Island
$652K
HCC
1631
Hirtle Callaghan & Co
Pennsylvania
$649K
BFG
1632
Beacon Financial Group
Texas
$646K +$7.7K +109 +1%
OA
1633
Oxbow Advisors
Texas
$644K -$22.9K -324 -4%
BA
1634
Bristol Advisors
Pennsylvania
$642K +$621K +8,803 New
DAC
1635
Dividend Assets Capital
South Carolina
$636K -$305K -4,318 -33%
OFW
1636
Omnia Family Wealth
Florida
$634K +$4.94K +70 +0.8%
PBO
1637
Peoples Bank (Ohio)
Ohio
$630K +$10.4K +147 +2%
DC
1638
DeDora Capital
California
$629K -$40K -567 -6%
RIS
1639
Retirement Income Solutions
Michigan
$629K -$4.31K -61 -0.7%
VST
1640
Van Strum & Towne
California
$624K +$22.2K +314 +4%
WTFG
1641
Wells Trecaso Financial Group
Ohio
$623K +$267K +3,788 +80%
CHC
1642
City Holding Co
West Virginia
$622K
AssetMark Inc
1643
AssetMark Inc
California
$621K +$65.9K +934 +12%
SMFS
1644
Squar Milner Financial Services
California
$621K +$503K +7,126 +513%
BRC
1645
Bell Rock Capital
Delaware
$618K -$330K -4,674 -36%
SCI
1646
Stableford Capital II
Arizona
$618K -$109K -1,551 -15%
DW
1647
Domani Wealth
Pennsylvania
$618K
RHJA
1648
Rice Hall James & Associates
California
$617K +$28.3K +401 +5%
PSG
1649
Planning Solutions Group
Maryland
$616K +$597K +8,454 New
FDS
1650
First Dallas Securities
Texas
$614K -$11.1K -157 -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.