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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
CCMG
1826
Clark Capital Management Group
Pennsylvania
$393K +$30.8K +437 +9%
HIS
1827
Harvest Investment Services
Illinois
$391K +$395K +5,601 New
LSC
1828
Lesa Sroufe & Co
Washington
$390K
FCA
1829
FinTrust Capital Advisors
South Carolina
$389K +$377K +5,339 New
MIC
1830
Meridian Investment Counsel
California
$387K +$141 +2 +0%
GWS
1831
Glassman Wealth Services
Virginia
$387K +$1.91K +27 +0.5%
UAS
1832
United Asset Strategies
New York
$387K +$17.5K +248 +5%
BWCS
1833
Beirne Wealth Consulting Services
Connecticut
$387K +$372K +5,266 New
WP
1834
WealthShield Partners
North Carolina
$387K +$374K +5,299 New
APW
1835
Acima Private Wealth
Virginia
$387K +$375K +5,310 New
CQS
1836
Credential Qtrade Securities
$387K -$42.5K -602 -10%
JHCP
1837
Jackson Hole Capital Partners
Oklahoma
$386K +$374K +5,293 New
MCP
1838
Mirador Capital Partners
California
$385K -$31K -439 -8%
HFP
1839
Holistic Financial Partners
Indiana
$384K -$25.3K -358 -6%
NCM
1840
Nelson Capital Management
California
$384K
AW
1841
Alpha Windward
Massachusetts
$383K -$37.1K -525 -9%
ACM
1842
Alethea Capital Management
Washington
$382K
FA
1843
Fortis Advisors
Pennsylvania
$382K
IC
1844
InterOcean Capital
Illinois
$382K +$81.3K +1,151 +28%
CH
1845
Canton Hathaway
Rhode Island
$382K +$370K +5,240 New
ITIM
1846
Indiana Trust & Investment Management
Indiana
$381K
Credit Agricole
1847
Credit Agricole
France
$380K -$23.4K -332 -6%
PWM
1848
Paulson Wealth Management
Illinois
$378K +$60.3K +854 +20%
DA
1849
Doliver Advisors
Texas
$377K -$60.9K -862 -14%
KPCM
1850
Kings Point Capital Management
New York
$375K

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.