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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
WCM
2201
Wealthcare Capital Management
Virginia
$35K
WAM
2202
Watermark Asset Management
California
$32K
CPA
2203
Cowen Prime Advisors
New York
$31K
CJA
2204
C-J Advisory
California
$30K
SFA
2205
Spectrum Financial Alliance
Kentucky
$30K
NCM
2206
New Capital Management
Texas
$30K +$71 +1 +0.2%
FEG
2207
Financial Enhancement Group
Indiana
$28K
LWS
2208
Lucia Wealth Services
California
$25K -$78K -1,105 -76%
HWM
2209
Holloway Wealth Management
Florida
$25K
STB
2210
S&T Bank
Pennsylvania
$25K +$24.2K +343 New
BL
2211
Balentine LLC
Georgia
$24K
CAGAS
2212
Capital Advisory Group Advisory Services
Minnesota
$24K
ICOM
2213
Investment Counselors of Maryland
Maryland
$24K
RWML
2214
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$22.8K
GWA
2215
Guidant Wealth Advisors
Illinois
$22K -$3.53K -50 -14%
MIM
2216
Macroview Investment Management
Maryland
$22K
RFWA
2217
RPg Family Wealth Advisory
Massachusetts
$21.7K
1NWS
2218
1 North Wealth Services
Maryland
$20K +$19.6K +278 New
CWM
2219
Catamount Wealth Management
Connecticut
$19K -$19.2K -272 -51%
FRA
2220
Front Row Advisors
California
$19K -$17.2K -243 -49%
NCM
2221
Next Capital Management
New York
$19K +$18.5K +262 New
UB
2222
UMB Bank
Missouri
$18.1K +$1.76M +24,961 +11%
KL
2223
KWMG LLC
Kansas
$18K -$565 -8 -3%
AJ
2224
Ashburton (Jersey)
Jersey
$17.5K -$3.15M -44,661 -16%
BCM
2225
Brasada Capital Management
Texas
$16K -$6.14K -87 -29%

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.