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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
TJHA
2126
Thomas J. Herzfeld Advisors
Florida
$153K
W
2127
WealthOne
New York
$149K +$145K +2,051 New
CA
2128
Claro Advisors
Massachusetts
$149K +$155K +2,201 New
WCM
2129
WealthBridge Capital Management
Ohio
$145K +$140K +1,990 New
IWP
2130
Icon Wealth Partners
Texas
$141K -$123K -1,742 -47%
M
2131
Mirova
France
$139K +$134K +1,901 New
TWMP
2132
Taylor Wealth Management Partners
Massachusetts
$138K
AIP
2133
Almanack Investment Partners
Pennsylvania
$132K -$10.1K -143 -7%
PFC
2134
Phocas Financial Corp
California
$132K +$128K +1,813 New
LWA
2135
Lenox Wealth Advisors
New York
$127K +$353 +5 +0.3%
SHJ
2136
Sharkey, Howes & Javer
Colorado
$123K
CT
2137
Clearstead Trust
Maine
$120K -$47.8K -677 -29%
BBA
2138
Braun-Bostich & Associates
Pennsylvania
$120K
AC
2139
Avestar Capital
New York
$118K +$2.4K +34 +2%
ACA
2140
Atlas Capital Advisors
Wyoming
$117K +$11.3K +160 +11%
LPWM
2141
Lake Point Wealth Management
Texas
$115K +$112K +1,581 New
IR
2142
IAT Reinsurance
New York
$114K
PA
2143
Perennial Advisors
New York
$113K +$494 +7 +0.5%
PGAM
2144
Princeton Global Asset Management
New Jersey
$111K +$107K +1,516 New
KCM
2145
Karp Capital Management
California
$110K +$106K +1,505 New
LB
2146
Legacy Bridge
Iowa
$110K +$106K +1,505 New
QT
2147
Quantamental Technologies
New York
$109K +$105K +1,490 New
BCM
2148
Blume Capital Management
California
$107K
BDS
2149
Banco de Sabadell
Florida
$106K
IC
2150
Inscription Capital
Texas
$105K +$101K +1,432 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.