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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
HS
2226
Horan Securities
United States
$16K
AWMS
2227
Advocacy Wealth Management Services
Georgia
$15K
WAM
2228
Wolverine Asset Management
Illinois
$14K -$399K -5,659 -97%
SCA
2229
Stuart Chaussee & Associates
California
$14K
ST
2230
Somerset Trust
Pennsylvania
$13K +$10.8K +153 +612%
WCMN
2231
Westchester Capital Management (Nebraska)
Nebraska
$12K +$11.4K +161 New
SWP
2232
Strategic Wealth Partners
Ohio
$11K +$141 +2 +1%
IDBONY
2233
Israel Discount Bank of New York
New York
$10K +$10.1K +143 New
CTB
2234
Country Trust Bank
Illinois
$9K +$8.33K +118 +1,180%
AS
2235
Altshuler Shaham
Israel
$8K +$212 +3 +3%
BHWM
2236
Bay Harbor Wealth Management
Maryland
$8K +$7.41K +105 New
BSG
2237
Black Swift Group
Colorado
$7K
HH
2238
HWG Holdings
Texas
$7K +$2.47K +35 +54%
IAS
2239
IMA Advisory Services
Colorado
$6K -$565 -8 -9%
SFA
2240
Semmax Financial Advisors
North Carolina
$6K +$5.79K +82 New
GSC
2241
G&S Capital
Colorado
$6K +$5.93K +84 New
SGS
2242
Sterling Global Strategies
California
$5.73K +$5.58K +79 New
CT
2243
Chicago Trust
Illinois
$5.54K -$42.8K -606 -0.8%
BC
2244
Barnett & Company
Tennessee
$5K
NDSI
2245
Newman Dignan & Sheerar Inc
Rhode Island
$4.45K -$21.8K -309 -0.5%
LFG
2246
LifePlan Financial Group
Ohio
$4K
NA
2247
NewEdge Advisors
Louisiana
$3.25K +$116K +1,640 +4%
AMCA
2248
Arthur M. Cohen & Associates
Illinois
$3.14K -$97.6K -1,383 -3%
CIR
2249
Clear Investment Research
Georgia
$2K
WA
2250
WBH Advisory
Maryland
$1.72K -$28K -396 -2%

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.