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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
GRQ
2076
Gardner Russo & Quinn
Pennsylvania
$213K +$206K +2,920 New
NIC
2077
Northwest Investment Counselors
Oregon
$213K +$206K +2,924 New
FFG
2078
Fortem Financial Group
California
$213K +$207K +2,927 New
SAM
2079
Summit Asset Management
Tennessee
$212K -$4.8K -68 -2%
VCM
2080
Versant Capital Management
Arizona
$212K
WIM
2081
Westside Investment Management
California
$211K -$25.1K -355 -11%
CC
2082
Claybrook Capital
Massachusetts
$211K -$317K -4,492 -61%
BIA
2083
BHK Investment Advisors
Alabama
$211K +$204K +2,887 New
WDL
2084
Well Done LLC
Michigan
$211K +$204K +2,896 New
SFA
2085
Stewardship Financial Advisors
Georgia
$211K +$205K +2,898 New
FUBT
2086
First United Bank & Trust
Maryland
$210K +$203K +2,877 New
CA
2087
Callahan Advisors
Texas
$209K +$203K +2,869 New
CG
2088
Cutler Group
California
$208K -$730K -10,346 -78%
SPL
2089
Smart Portfolios LLC
Washington
$207K +$14K +198 +8%
VLC
2090
Van Leeuwen & Company
New Jersey
$207K +$200K +2,837 New
IUHSA
2091
Itau Unibanco Holding S.A.
Brazil
$207K +$203K +2,873 New
MWC
2092
MBM Wealth Consultants
Missouri
$206K +$199K +2,824 New
RA
2093
Riverstone Advisors
Texas
$206K +$199K +2,825 New
NP
2094
NS Partners
United Kingdom
$206K +$200K +2,830 New
SPI
2095
Santori & Peters Inc
Pennsylvania
$205K +$199K +2,812 New
VCM
2096
Virtue Capital Management
Tennessee
$204K -$3.14M -44,551 -94%
MCM
2097
MV Capital Management
Maryland
$204K +$3.74K +53 +2%
RFM
2098
Royal Fund Management
Florida
$202K +$1.69K +24 +0.9%
SAS
2099
Stelac Advisory Services
New York
$201K -$153K -2,165 -44%
MWM
2100
Mascoma Wealth Management
New Hampshire
$200K +$565 +8 +0.3%

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.