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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
CIA
2251
CSat Investment Advisory
Michigan
$1K +$71 +1 +6%
ST
2252
Sageworth Trust
Pennsylvania
$1K +$988 +14 New
CF
2253
Centaurus Financial
California
$2 +$11.2K +159 +7,950%
SCM
2254
Suvretta Capital Management
New York
-$268M -3,953,601 Closed
N
2255
Natixis
France
-$166M -2,452,538 Closed
SCM
2256
Stevens Capital Management
Pennsylvania
-$18.5M -273,798 Closed
MSE
2257
MUFG Securities EMEA
United Kingdom
-$15.8M -232,760 Closed
DF
2258
Donoghue Forlines
Massachusetts
-$13.7M -201,740 Closed
Connor, Clark & Lunn Investment Management (CC&L)
2259
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$13.4M -197,848 Closed
HCM
2260
Howard Capital Management
Georgia
-$12.5M -184,386 Closed
SIM
2261
Spark Investment Management
New York
-$11.9M -175,540 Closed
PC
2262
PointState Capital
New York
-$8.51M -125,760 Closed
BA
2263
Bridgewater Associates
Connecticut
-$7.9M -116,641 Closed
LMGAM
2264
Liberty Mutual Group Asset Management
Massachusetts
-$7.63M -112,698 Closed
SII
2265
Silchester International Investors
United Kingdom
-$6.25M -92,368 Closed
ECM
2266
Endurant Capital Management
California
-$5.68M -83,937 Closed
HCM
2267
Highbridge Capital Management
New York
-$3.66M -54,066 Closed
TEE
2268
Tibra Equities Europe
United Kingdom
-$3.64M -53,813 Closed
NIMI
2269
Natixis Investment Managers International
France
-$3.63M -53,651 Closed
ACM
2270
Advent Capital Management
New York
-$3.2M -47,289 Closed
WA
2271
WESPAC Advisors
California
-$3.04M -44,886 Closed
CCM
2272
Chickasaw Capital Management
Tennessee
-$2.5M -36,929 Closed
QT
2273
Quantbot Technologies
New York
-$1.76M -26,027 Closed
PAM
2274
PVG Asset Management
Colorado
-$1.65M -24,357 Closed
RMA
2275
Roffman Miller Associates
Pennsylvania
-$1.53M -22,554 Closed

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.