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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
DRZID
251
DePrince Race & Zollo Inc (DRZ)
Florida
$41.8M -$11.8M -194,513 -22%
MCM
252
Marsico Capital Management
Colorado
$41.5M -$278K -4,590 -0.7%
SW
253
SVB Wealth
Massachusetts
$41.5M +$37K +610 +0.1%
FAF
254
Fjarde Ap-fonden
Sweden
$41.4M +$534K +8,809 +1%
STMM
255
South Texas Money Management
Texas
$41.2M +$342K +5,637 +0.8%
Citadel Advisors
256
Citadel Advisors
Florida
$40.7M -$119M -1,963,728 -75%
HI
257
Honeywell International
North Carolina
$40.6M +$6.39M +105,324 +19%
CCMH
258
Cornerstone Capital Management Holdings
New York
$40.4M -$632K -10,432 -2%
IG
259
ING Group
Netherlands
$40.2M +$4.58M +75,502 +13%
BHIA
260
Birch Hill Investment Advisors
Massachusetts
$40M +$1.85M +30,471 +5%
CI
261
Conning Inc
Connecticut
$39.8M +$1.67M +27,531 +4%
HIMCH
262
Hartford Investment Management Co (HIMCO)
Connecticut
$39.6M -$509K -8,399 -1%
NMIMC
263
Northwestern Mutual Investment Management Company
Wisconsin
$39.3M -$917K -15,118 -2%
FRM
264
Foundation Resource Management
Arkansas
$38.7M -$489K -8,065 -1%
WCM
265
Wedge Capital Management
North Carolina
$38.6M +$504K +8,318 +1%
HCMT
266
Highland Capital Management (Tennessee)
Tennessee
$38.6M -$111K -1,829 -0.3%
CS
267
Candriam SCA
Luxembourg
$38M -$903K -14,898 -2%
BMO
268
Beck Mack & Oliver
New York
$37.4M -$1.84M -30,361 -5%
BCM
269
Becker Capital Management
Oregon
$37M +$589K +9,720 +2%
HI
270
HBK Investments
Texas
$36.9M -$3.28M -54,181 -8%
Truist Financial
271
Truist Financial
North Carolina
$36.7M -$533K -8,785 -1%
LCP
272
LGT Capital Partners
Switzerland
$36.5M +$5.29M +87,173 +17%
OI
273
Oakbrook Investments
Illinois
$36.4M -$1.4M -23,150 -4%
AAM
274
Advisors Asset Management
Colorado
$35.9M -$7.2M -118,735 -17%
OAG
275
Orbis Allan Gray
Bermuda
$35.9M +$35.6M +587,607 New

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.