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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
FA
2051
FCG Advisors
New Jersey
$222K -$33.7K -477 -14%
TIM
2052
Tortoise Investment Management
New York
$222K -$14.4K -204 -6%
CFA
2053
Capstone Financial Advisors
Illinois
$222K
DBT
2054
Dubuque Bank & Trust
Iowa
$222K
GFA
2055
Gifford Fong Associates
California
$222K
RC
2056
Reik & Co
New York
$221K
TIM
2057
Triad Investment Management
California
$221K +$213K +3,013 New
TF
2058
TimeScale Financial
Massachusetts
$221K +$214K +3,027 New
BRA
2059
Biechele Royce Advisors
Indiana
$220K -$17.4K -247 -8%
POIA
2060
Pin Oak Investment Advisors
Texas
$219K -$6.21K -88 -3%
PC
2061
Periscope Capital
Ontario, Canada
$219K +$212K +3,001 New
AIM
2062
Alambic Investment Management
California
$219K +$212K +3,008 New
CIA
2063
Cascade Investment Advisors
Oregon
$217K -$7.41K -105 -3%
FNBOSM
2064
First National Bank of South Miami
Florida
$217K +$215K +3,050 New
GAM
2065
Gemmer Asset Management
California
$216K -$994K -14,077 -83%
FMC
2066
First Merchants Corp
Indiana
$216K -$224K -3,170 -52%
RP
2067
Rice Partnership
Hawaii
$215K +$208K +2,948 New
LFA
2068
Legend Financial Advisors
Pennsylvania
$215K +$208K +2,949 New
B
2069
Bellecapital
Switzerland
$214K +$207K +2,934 New
I2I
2070
Insight 2811 Inc
Illinois
$214K +$207K +2,934 New
MPW
2071
MA Private Wealth
California
$214K +$207K +2,939 New
PAMG
2072
Patton Albertson Miller Group
Tennessee
$213K -$2.04M -28,959 -91%
EI
2073
Ellevest Inc
New York
$213K +$205K +2,906 New
RWM
2074
RKL Wealth Management
Pennsylvania
$213K +$205K +2,910 New
MA
2075
MONECO Advisors
Connecticut
$213K +$206K +2,914 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.