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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
SIC
2101
Sigma Investment Counselors
Michigan
$200K +$194K +2,747 New
LFG
2102
Larson Financial Group
Missouri
$198K +$192K +2,717 New
JFA
2103
JNBA Financial Advisors
Minnesota
$194K -$477K -6,750 -72%
TCM
2104
Tradewinds Capital Management
Washington
$194K -$77.9K -1,104 -29%
AACR
2105
ACR Alpine Capital Research
Missouri
$191K +$494 +7 +0.3%
PFGIA
2106
Patriot Financial Group Insurance Agency
Massachusetts
$189K +$25.2K +357 +16%
CWM
2107
Cranbrook Wealth Management
Michigan
$183K
PAMU
2108
Pictet Asset Management (UK)
United Kingdom
$183K -$16.9M -239,549 -9%
BDWM
2109
Brewin Dolphin Wealth Management
Ireland
$182K
PCA
2110
Peddock Capital Advisors
Massachusetts
$182K
SA
2111
SRH Advisors
Kansas
$180K
IWA
2112
Intercontinental Wealth Advisors
Texas
$179K +$173K +2,452 New
WANY
2113
Wealthspire Advisors (New York)
New York
$178K +$172K +2,442 New
BFC
2114
Bedel Financial Consulting
Indiana
$177K -$14.8K -210 -8%
PB
2115
Pinnacle Bancorp
Nebraska
$172K +$167K +2,361 New
LWM
2116
Liberty Wealth Management
California
$170K +$165K +2,342 New
EWM
2117
Elmwood Wealth Management
California
$167K -$12.4K -176 -7%
NSB
2118
Norway Savings Bank
Maine
$167K +$706 +10 +0.4%
CAL
2119
Capital Advisors Ltd
Ohio
$163K
CA
2120
Centerpoint Advisors
Massachusetts
$159K -$57.4K -813 -27%
FMP
2121
Financial Management Professionals
Texas
$158K
NIM
2122
NuWave Investment Management
New Jersey
$158K +$152K +2,151 +15,364%
TCM
2123
TD Capital Management
Tennessee
$157K
ACM
2124
AUA Capital Management
Pennsylvania
$155K
WAS
2125
WESPAC Advisors SoCal
California
$154K +$26.3K +372 +21%

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.