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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
NCMW
1776
Northern Capital Management (Wisconsin)
Wisconsin
$451K -$303K -4,297 -41%
SIM
1777
SSI Investment Management
California
$451K -$1.55K -22 -0.4%
SG
1778
StoneX Group
New York
$451K +$15K +213 +4%
RBC
1779
Roble Belko & Company
Pennsylvania
$450K +$421K +5,969 +2,970%
PWP
1780
Principle Wealth Partners
Connecticut
$445K +$431K +6,106 New
PMFA
1781
Plante Moran Financial Advisors
Michigan
$444K +$212 +3 +0%
MFP
1782
Meridian Financial Partners
Virginia
$444K +$430K +6,096 New
ZAM
1783
Zevin Asset Management
Massachusetts
$443K +$59.2K +838 +16%
ONST
1784
Old North State Trust
North Carolina
$441K -$7.06K -100 -2%
UFG
1785
United Fire Group
Iowa
$441K
ESBC
1786
E.S. Barr & Co
Kentucky
$439K -$30.8K -437 -7%
LC
1787
Lindbrook Capital
California
$437K +$423K +5,997 New
GI
1788
Glovista Investments
New Jersey
$435K -$37K -524 -8%
SFSG
1789
Stearns Financial Services Group
North Carolina
$435K -$1.2K -17 -0.3%
OBGC
1790
O'Brien Greene & Co
Pennsylvania
$433K +$419K +5,934 New
RA
1791
RFG Advisory
Alabama
$432K -$106K -1,505 -20%
CAM
1792
CenterStar Asset Management
Illinois
$432K
BCM
1793
Beck Capital Management
Texas
$431K +$418K +5,916 New
GCAC
1794
Guardian Capital Advisors (Canada)
Ontario, Canada
$429K +$5.58K +79 +1%
RAM
1795
Redmond Asset Management
Virginia
$428K -$8.54K -121 -2%
ACM
1796
Armbruster Capital Management
New York
$427K -$10.7K -151 -3%
BWA
1797
BDO Wealth Advisors
Florida
$425K +$13.3K +188 +3%
CCM
1798
Carderock Capital Management
Maryland
$424K -$11.2K -158 -3%
BIM
1799
Baldwin Investment Management
Pennsylvania
$423K
OWA
1800
One Wealth Advisors
California
$423K +$393K +5,567 +2,369%

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.