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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
B
1901
Bridgeworth
Alabama
$338K -$257K -3,640 -42%
IIM
1902
Ironwood Investment Management
Massachusetts
$338K -$74K -1,048 -18%
BWA
1903
Burt Wealth Advisors
Maryland
$337K +$40.9K +580 +14%
ACM
1904
AlphaCrest Capital Management
New York
$336K +$326K +4,612 New
SFG
1905
Summit Financial Group
West Virginia
$335K
MCWS
1906
McKinley Carter Wealth Services
West Virginia
$333K -$73.8K -1,046 -19%
MAA
1907
Mraz Amerine & Associates
California
$333K
MWPCG
1908
Measured Wealth Private Client Group
New Hampshire
$331K -$278K -3,936 -46%
FHC
1909
First Heartland Consultants
Missouri
$330K -$26K -368 -8%
HHGA
1910
Halbert Hargrove Global Advisors
California
$330K +$1.55K +22 +0.5%
BB
1911
Bell Bank
North Dakota
$328K -$8.89K -126 -3%
FLAM
1912
First Light Asset Management
Minnesota
$328K
OIWM
1913
OptiFour Integrated Wealth Management
Virginia
$328K +$71 +1 +0%
WA
1914
Waverly Advisors
Alabama
$327K -$1.39M -19,650 -81%
WWM
1915
Willingdon Wealth Management
North Carolina
$326K -$2.83M -40,037 -90%
BST
1916
Bath Savings Trust
Maine
$326K -$15.8K -224 -5%
LCS
1917
Levin Capital Strategies
New York
$322K -$161M -2,279,789 -100%
LAIC
1918
Lederer & Associates Investment Counsel
California
$322K -$33K -467 -10%
CI
1919
CX Institutional
Indiana
$322K +$307K +4,351 +7,133%
PCM
1920
Pointe Capital Management
Michigan
$321K -$2.68K -38 -0.9%
SCA
1921
STALEY CAPITAL ADVISERS
Pennsylvania
$320K
TFO
1922
Tarbox Family Office
California
$320K
BMC
1923
Benin Management Corp
Connecticut
$320K +$51.8K +734 +20%
ZF
1924
Zhang Financial
Michigan
$320K +$73.6K +1,042 +31%
LWANC
1925
Laurel Wealth Advisors (North Carolina)
North Carolina
$320K +$310K +4,391 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.