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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
AIIMS
2301
Analyst IMS Investment Management Services
Israel
-$160 -2,379 Closed
CPH
2302
C Partners Holding
Switzerland
-$127K -1,883 Closed
FIA
2303
FNY Investment Advisers
New York
-$106K -1,572 Closed
ML
2304
McAdam LLC
Pennsylvania
-$97K -1,417 Closed
PCIA
2305
Prime Capital Investment Advisors
Kansas
-$94K -1,389 Closed
DWA
2306
Divergent Wealth Advisors
Utah
-$90K -1,327 Closed
BA
2307
Ballew Advisors
Mississippi
-$66K -979 Closed
DPA
2308
Delphi Private Advisors
California
-$60K -891 Closed
LCM
2309
Laurion Capital Management
New York
-$51.7K -733 Closed
HI
2310
Harrington Investments
California
-$43K -629 Closed
PS
2311
Portfolio Strategies
New York
-$31K -457 Closed
WA
2312
WP Advisors
California
-$30K -443 Closed
MCM
2313
Mainstay Capital Management
Michigan
-$30K -436 Closed
TA
2314
Townsend & Associates
Colorado
-$28K -409 Closed
MUS
2315
Mitsubishi UFJ Securities
Japan
-$19K -283 Closed
Financial Engines Advisors
2316
Financial Engines Advisors
California
-$18K -265 Closed
WCAMG
2317
Woodard & Company Asset Management Group
North Carolina
-$18K -262 Closed
CWSR
2318
Chessman Wealth Strategies RIA
Texas
-$13K -187 Closed
Capstone Investment Advisors
2319
Capstone Investment Advisors
New York
-$1.55K -22 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.