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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
COI
1851
Capital One Investing
Virginia
$374K +$362K +5,124 New
BAM
1852
Blueshift Asset Management
New Jersey
$374K +$362K +5,135 New
KAM
1853
Kazazian Asset Management
Florida
$372K -$495K -7,006 -58%
RGC
1854
Roberts, Glore & Co
Illinois
$372K -$33.3K -472 -8%
ACA
1855
Anchor Capital Advisors
Massachusetts
$372K -$29.6K -419 -8%
CAM
1856
Cidel Asset Management
Ontario, Canada
$372K +$29.6K +419 +9%
TCOO
1857
Trust Company of Oklahoma
Oklahoma
$372K
MFBTD
1858
MB Financial Bank - Trust Department
Illinois
$370K -$44.3K -628 -11%
EF
1859
Empirical Finance
Pennsylvania
$370K -$34.7K -492 -9%
QPWM
1860
Quadrant Private Wealth Management
Pennsylvania
$368K -$77.8K -1,102 -18%
AWA
1861
Acorn Wealth Advisors
Michigan
$368K
HCM
1862
HMS Capital Management
Tennessee
$368K
PGWM
1863
Parisi Gray Wealth Management
New Jersey
$367K
SIA
1864
Starfire Investment Advisers
Michigan
$367K +$356K +5,041 New
RMSCM
1865
R.M. Sincerbeaux Capital Management
New York
$366K
CPC
1866
Cookson Peirce & Co
Pennsylvania
$366K +$355K +5,025 New
FNBOH
1867
First National Bank of Hutchinson
Kansas
$366K +$355K +5,026 New
MPIA
1868
Mountain Pacific Investment Advisers
Idaho
$365K
CICI
1869
Capital Investment Counsel Inc
North Carolina
$365K +$14.8K +209 +4%
LFA
1870
Legacy Financial Advisors
Kentucky
$365K +$112K +1,583 +46%
PW
1871
Price Wealth
Texas
$363K
Simplex Trading
1872
Simplex Trading
Illinois
$361K +$350K +4,964 New
TI
1873
Truepoint Inc
Ohio
$360K -$106K -1,506 -23%
PSC
1874
Prentiss Smith & Co
Vermont
$360K -$5.93K -84 -2%
JGGDR
1875
JGP Global Gestao de Recursos
Brazil
$360K +$349K +4,942 New

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.