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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
FIM
176
Foresters Investment Management
New York
$84.8M +$2.34M +33,116 +3%
BTS
177
BB&T Securities
Virginia
$84.5M -$4.59M -65,039 -5%
Royal London Asset Management
178
Royal London Asset Management
United Kingdom
$84.4M +$4.49M +63,596 +6%
Parallax Volatility Advisers
179
Parallax Volatility Advisers
California
$83.7M +$81M +1,147,960 New
H
180
Hexavest
Quebec, Canada
$82.5M -$5M -70,889 -6%
Los Angeles Capital Management
181
Los Angeles Capital Management
California
$81.7M +$7.13M +100,976 +10%
Neuberger Berman Group
182
Neuberger Berman Group
New York
$81.6M -$3.53M -49,967 -4%
JMPWA
183
JP Morgan Private Wealth Advisors
California
$80.2M -$9.53M -135,051 -11%
Mackenzie Financial
184
Mackenzie Financial
Ontario, Canada
$80M -$12.4M -175,743 -14%
SLAM
185
Swiss Life Asset Management
$79.7M -$10.2M -144,059 -12%
FWCM
186
Ferguson Wellman Capital Management
Oregon
$79.5M +$921K +13,050 +1%
Janney Montgomery Scott
187
Janney Montgomery Scott
Pennsylvania
$78.8M +$1.35M +19,162 +2%
Comerica Bank
188
Comerica Bank
Texas
$78.6M -$3.06M -43,345 -4%
AIG
189
American International Group
New York
$77.5M -$551M -7,805,593 -88%
Commonwealth Equity Services
190
Commonwealth Equity Services
Massachusetts
$77.1M -$2.1M -29,747 -3%
CS
191
Candriam SCA
Luxembourg
$76.4M -$17.9M -253,420 -19%
SCM
192
Smead Capital Management
Arizona
$75.5M -$2.99M -42,338 -4%
KBC Group
193
KBC Group
Belgium
$74.8M -$15.2M -215,092 -17%
Teacher Retirement System of Texas
194
Teacher Retirement System of Texas
Texas
$72.8M -$20.8M -294,566 -23%
CCM
195
Cullen Capital Management
New York
$72.5M -$7.17M -101,583 -9%
Handelsbanken Fonder
196
Handelsbanken Fonder
Sweden
$71.7M +$14.3M +202,839 +26%
TAM
197
Tyers Asset Management
Texas
$70.8M +$23.8M +337,016 +53%
BNP Paribas Asset Management
198
BNP Paribas Asset Management
France
$70.6M +$12.6M +178,128 +22%
Calamos Advisors
199
Calamos Advisors
Illinois
$70.4M +$4.71M +66,770 +7%
Natixis Advisors
200
Natixis Advisors
Massachusetts
$69.4M +$333K +4,724 +0.5%

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.