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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
DA
2026
Dillon & Associates
Michigan
$238K
AAS
2027
Annex Advisory Services
Wisconsin
$238K +$7.34K +104 +3%
JMH
2028
J.M. Hartwell
New York
$237K
SHCM
2029
Stokes & Hubbell Capital Management
Louisiana
$236K -$20.6K -292 -8%
PFA
2030
Paradigm Financial Advisors
Missouri
$236K -$15.5K -220 -6%
CCM
2031
Carlson Capital Management
Minnesota
$236K -$7.41K -105 -3%
KCM
2032
Kendall Capital Management
Maryland
$236K
AAM
2033
American Asset Management
Florida
$236K +$7.41K +105 +3%
OBWP
2034
O'Brien Wealth Partners
Massachusetts
$235K
NS
2035
NewDay Solutions
New Hampshire
$235K +$227K +3,218 New
VAM
2036
Visionary Asset Management
Texas
$234K -$2.81M -39,818 -93%
NWS
2037
Newport Wealth Strategies
California
$234K +$228K +3,227 New
SIP
2038
Stoneridge Investment Partners
Pennsylvania
$233K -$26K -368 -10%
BWFA
2039
Baltimore-Washington Financial Advisors
Maryland
$233K -$7.34K -104 -3%
DE
2040
Day & Ennis
Georgia
$233K -$706 -10 -0.3%
WA
2041
WealthTrust-Arizona
Arizona
$233K
CPA
2042
Clear Perspective Advisors
Illinois
$229K -$71.4K -1,012 -24%
RR
2043
Robotti Robert
$229K
NC
2044
NewSquare Capital
Pennsylvania
$229K +$7.62K +108 +4%
ZDA
2045
Zweig-DiMenna Associates
New York
$229K +$222K +3,144 New
DIM
2046
Delta Investment Management
California
$228K +$221K +3,129 New
BP
2047
BBR Partners
New York
$226K +$218K +3,095 New
HPIA
2048
Hamilton Point Investment Advisors
North Carolina
$225K +$9.11K +129 +4%
ATIA
2049
American Trust Investment Advisors
New Hampshire
$224K
HC
2050
HNP Capital
New York
$224K +$217K +3,072 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.