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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
PCM
2276
Price Capital Management
Louisiana
-$1.5M -22,216 Closed
AAMU
2277
AEGON Asset Management (UK)
United Kingdom
-$1.28M -18,987 Closed
FFS
2278
Founders Financial Securities
Maryland
-$1.09M -16,069 Closed
TH
2279
Timber Hill
Connecticut
-$808K -11,941 Closed
WFG
2280
Wills Financial Group
Virginia
-$725K -10,715 Closed
TCM
2281
Teza Capital Management
Illinois
-$721K -10,647 Closed
PHK
2282
Point72 Hong Kong
Hong Kong
-$707K -10,451 Closed
DWM
2283
Dynasty Wealth Management
Florida
-$462K -6,824 Closed
TG
2284
TLP Group
Illinois
-$472K -6,682 Closed
GAMA
2285
Graticule Asia Macro Advisors
New York
-$447K -6,602 Closed
NFA
2286
Nuveen Fund Advisors
Illinois
-$400K -5,909 Closed
LCM
2287
Landscape Capital Management
New Jersey
-$393K -5,801 Closed
S
2288
SimplyRich
California
-$356K -5,262 Closed
PWAG
2289
Polaris Wealth Advisory Group
California
-$320K -4,730 Closed
RIM
2290
Redwood Investment Management
Arizona
-$294K -4,342 Closed
SFC
2291
SYM Financial Corp
Indiana
-$251K -3,715 Closed
ACP
2292
Aveo Capital Partners
Colorado
-$236K -3,403 Closed
HFS
2293
Haverford Financial Services
Pennsylvania
-$229K -3,384 Closed
MIS
2294
Morningstar Investment Services
Illinois
-$220K -3,244 Closed
OTPPB
2295
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$219K -3,240 Closed
Rafferty Asset Management
2296
Rafferty Asset Management
New York
-$209K -3,095 Closed
KF
2297
Krilogy Financial
Missouri
-$208K -3,070 Closed
ABTD
2298
Arvest Bank Trust Division
Oklahoma
-$205K -3,037 Closed
WCG
2299
Wall Capital Group
Arizona
-$204K -3,015 Closed
SWMG
2300
Signature Wealth Management Group
Georgia
-$171K -2,508 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.