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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
LC
1651
Lourd Capital
California
$613K -$480K -6,794 -45%
SWK
1652
Stephen W. Kidder
$613K -$3.74K -53 -0.6%
HCMT
1653
Highland Capital Management (Texas)
Texas
$611K -$259K -3,668 -30%
CCM
1654
Cutler Capital Management
Massachusetts
$611K
HCM
1655
HGI Capital Management
New York
$611K
PV
1656
Private Vista
Illinois
$610K -$1.55K -22 -0.3%
WPA
1657
Winning Points Advisors
Florida
$610K +$66.6K +943 +13%
CWM
1658
Concentric Wealth Management
California
$603K -$149K -2,106 -20%
PCTC
1659
Perkins Coie Trust Company
Washington
$602K
CPC
1660
Congress Park Capital
New York
$601K -$36.9K -523 -6%
CHA
1661
Carmichael Hill & Associates
Maryland
$601K -$4.38K -62 -0.7%
BSB
1662
Bangor Savings Bank
Maine
$600K +$1.83K +26 +0.3%
LA
1663
Legacy Advisors
Pennsylvania
$598K -$1.25M -17,664 -68%
PCM
1664
Perkins Capital Management
Minnesota
$596K -$14.8K -210 -3%
WAM
1665
Weatherly Asset Management
California
$596K +$32.5K +461 +6%
HFM
1666
Harvest Fund Management
China
$593K +$267K +3,780 +87%
IP
1667
Investment Partners
Ohio
$592K +$1.55K +22 +0.3%
KPW
1668
Kore Private Wealth
New York
$592K +$569K +8,063 New
CC
1669
Cornerstone Capital
California
$591K -$12.9K -183 -2%
TMAM
1670
Tokio Marine Asset Management
Japan
$590K -$35.5K -503 -6%
FTC
1671
Farmers Trust Company
Ohio
$589K +$32.3K +458 +6%
WP
1672
WealthSource Partners
California
$588K +$3.81K +54 +0.7%
IA
1673
Independence Advisors
Pennsylvania
$584K -$8.4K -119 -1%
FBFS
1674
First Business Financial Services
Wisconsin
$583K +$564K +7,990 New
BPB
1675
Badgley, Phelps & Bell
Washington
$580K -$25.8K -365 -4%

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.