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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
FGC
2176
Financial Gravity Companies
Texas
$66K +$63.7K +903 New
AP
2177
Advisors Preferred
Maryland
$66K +$64K +907 New
BCI
2178
Brinker Capital Investments
Pennsylvania
$65K
AP
2179
Arlington Partners
Alabama
$63K +$29.6K +419 +93%
IF
2180
Ironwood Financial
Arizona
$61K +$353 +5 +0.6%
CCM
2181
Copeland Capital Management
Pennsylvania
$61K +$59.2K +838 New
Pacer Advisors
2182
Pacer Advisors
Pennsylvania
$59K -$10.5M -149,212 -99%
OFS
2183
Orrstown Financial Services
Pennsylvania
$58K
LWM
2184
Lenox Wealth Management
Ohio
$58K +$2.75K +39 +5%
APC
2185
Aspire Private Capital
North Carolina
$55K +$53.4K +757 New
AP
2186
Atwood & Palmer
Missouri
$53K -$37.1K -526 -42%
AA
2187
AlphaMark Advisors
Kentucky
$50K
CIM
2188
Contravisory Investment Management
Massachusetts
$50K +$31.4K +445 +186%
PCA
2189
Providence Capital Advisors
North Carolina
$46K -$168K -2,384 -79%
DOA
2190
D'Orazio & Associates
Virginia
$46K
NCM
2191
Northstar Capital Management
New York
$46K
CWA
2192
Clarus Wealth Advisors
Arizona
$45K +$212 +3 +0.5%
VRM
2193
Vectors Research Management
New York
$43K -$150K -2,121 -78%
MFT
2194
Moisand Fitzgerald Tamayo
Florida
$43K
FWC
2195
First Washington Corp
Washington
$42K
FFW
2196
Fusion Family Wealth
New York
$42K +$2.33K +33 +6%
MIP
2197
Mondrian Investment Partners
United Kingdom
$41K
PWM
2198
PRW Wealth Management
Massachusetts
$41K +$40.2K +569 New
DWA
2199
Dougherty Wealth Advisers
Minnesota
$38K +$37K +524 New
SL
2200
Salomon & Ludwin
Virginia
$38K +$37K +524 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.