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1,924 hedge funds and large institutions have $130B invested in Merck in 2017 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 794 increasing their positions, 802 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $1.4B | Put options by funds: $1.05B

16% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 67

0.69% more ownership

Funds ownership: 77.61%78.3% (+0.69%)

0% more capital invested

Capital invested by funds: $130B → $130B (+$640M)

0% less funds holding

Funds holding: 1,9261,924 (-2)

1% less repeat investments, than reductions

Existing positions increased: 794 | Existing positions reduced: 802

15% less funds holding in top 10

Funds holding in top 10: 138117 (-21)

Holders
1,924
Holders Change
-2
Holders Change %
-0.1%
% of All Funds
47.96%
Holding in Top 10
117
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-15.22%
% of All Funds
2.92%
New
78
Increased
794
Reduced
802
Closed
67
Calls
$1.4B
Puts
$1.05B
Net Calls
+$342M
Net Calls Change
-$259M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
226
Cacti Asset Management
Georgia
$47.3M +$2.29M +37,725 +5%
UIM
227
USS Investment Management
United Kingdom
$47.1M -$1.94M -31,964 -4%
CIBC World Market
228
CIBC World Market
Ontario, Canada
$47.1M -$3.31M -54,532 -7%
AIA
229
Avalon Investment & Advisory
Texas
$47.1M +$314K +5,181 +0.7%
FIM
230
Foresters Investment Management
New York
$46.8M +$55.8K +921 +0.1%
N
231
Natixis
France
$46.7M +$46.4M +764,788 New
Assenagon Asset Management
232
Assenagon Asset Management
Luxembourg
$46.7M +$46.4M +764,610 New
RCM
233
Radnor Capital Management
Pennsylvania
$46.2M
HTC
234
Haverford Trust Company
Pennsylvania
$45.7M +$541K +8,917 +1%
USSCPF
235
United States Steel & Carnegie Pension Fund
New York
$45.6M
AA
236
ALPS Advisors
Colorado
$45.2M -$1.39M -22,919 -3%
MMH
237
Menora Mivtachim Holdings
Israel
$44.7M
CHCM
238
Columbus Hill Capital Management
New Jersey
$44.5M -$3.2M -52,726 -7%
HM
239
HealthCor Management
New York
$44.3M +$43.9M +724,461 New
JG
240
Jefferies Group
New York
$44.1M +$26.6M +439,326 +156%
Skandinaviska Enskilda Banken (SEB)
241
Skandinaviska Enskilda Banken (SEB)
Sweden
$44M +$1.05M +17,397 +2%
NPA
242
Nichols & Pratt Advisers
Massachusetts
$43.9M -$262K -4,329 -0.6%
PIA
243
Piedmont Investment Advisors
North Carolina
$43.7M -$2.77M -45,740 -6%
UCFA
244
United Capital Financial Advisors
Texas
$43.6M +$210K +3,462 +0.5%
Envestnet Asset Management
245
Envestnet Asset Management
Illinois
$43.5M -$8.55M -140,980 -17%
LCS
246
Levin Capital Strategies
New York
$42.9M +$42.6M +702,727 New
Nomura Holdings
247
Nomura Holdings
Japan
$42.2M +$19.2M +316,889 +85%
LPL Financial
248
LPL Financial
California
$42.1M +$1.49M +24,523 +4%
BTW
249
Boston Trust Walden
Massachusetts
$42.1M +$680K +11,214 +2%
NLI
250
Nippon Life Insurance
Japan
$42M -$446K -7,362 -1%

MRK Hedge Fund Activity: Q3 2017 in Review

1,924 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q3 2017, worth a combined $130B — up 0.49% from $130B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new MRK positions and 67 closed out — a net gain of 11 holders — while 794 added to existing stakes and 802 trimmed.

The largest buyer was Bank of America, adding an estimated $451M. The largest seller was Capital World Investors, cutting an estimated $413M.

  • 1,924 institutional investors held Merck (MRK) as of Q3 2017, down from 1,926 in Q2 2017.
  • Funds reported $130B of Merck stock for Q3 2017, up 0.49% quarter-over-quarter.
  • 78 funds opened new Merck positions in Q3 2017 and 67 closed out, a net change of +11 holders.
  • The largest Merck buyer in Q3 2017 was Bank of America, an estimated $451M added.
  • The largest Merck seller in Q3 2017 was Capital World Investors, an estimated $413M sold.

Based on aggregated 13F filings for Q3 2017.