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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
CCA
1726
Conestoga Capital Advisors
Pennsylvania
$508K -$18.5K -262 -4%
GFP
1727
Gryphon Financial Partners
Ohio
$505K +$11.4K +161 +2%
SFS
1728
Summit Financial Strategies
Ohio
$504K +$6.92K +98 +1%
HIM
1729
Hillsdale Investment Management
Ontario, Canada
$504K +$406K +5,753 +499%
JLBC
1730
J.L. Bainbridge & Co
Florida
$502K +$282 +4 +0.1%
GC
1731
Gilbert & Cook
Iowa
$500K +$66.6K +944 +16%
FFA
1732
Fragasso Financial Advisors
Pennsylvania
$498K +$23.2K +329 +5%
BHTS
1733
Bar Harbor Trust Services
Maine
$497K +$44.8K +635 +10%
RWA
1734
River Wealth Advisors
Pennsylvania
$496K +$353 +5 +0.1%
RWM
1735
Ritholtz Wealth Management
New York
$496K +$29.5K +418 +7%
GEA
1736
Glen Eagle Advisors
New Jersey
$494K +$8.05K +114 +2%
SMG
1737
Spectrum Management Group
Indiana
$493K +$16.9K +239 +4%
Qube Research & Technologies (QRT)
1738
Qube Research & Technologies (QRT)
United Kingdom
$492K -$5.56M -78,796 -92%
SQA
1739
Simon Quick Advisors
New Jersey
$492K -$2.47K -35 -0.5%
CC
1740
Cedar Capital
Illinois
$491K +$37K +524 +8%
KLI
1741
Kelman-Lazarov Inc
Tennessee
$490K -$17K -241 -3%
CB
1742
CNB Bank
Pennsylvania
$490K +$60K +850 +14%
CWM
1743
Cornerstone Wealth Management
Missouri
$489K -$41.3M -584,866 -99%
MTCM
1744
Mint Tower Capital Management
Netherlands
$489K +$473K +6,707 New
GBBWRPM
1745
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$488K -$20.3K -288 -4%
FDCC
1746
Foster Dykema Cabot & Co
Massachusetts
$488K
BRA
1747
Bender Robert & Associates
California
$487K -$1.48K -21 -0.3%
LCM
1748
Liberty Capital Management
Michigan
$482K +$16.8K +238 +4%
ACH
1749
ArrowMark Colorado Holdings
Colorado
$480K
TC
1750
Trust Company
Kansas
$479K +$137K +1,939 +42%

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.