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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
CT
276
Cambridge Trust
Massachusetts
$35.7M +$25.7K +424 +0.1%
NI
277
Numeric Investors
Massachusetts
$35.2M +$8.04M +132,676 +30%
PI
278
PineBridge Investments
New York
$35M +$2.88M +47,529 +9%
WF
279
Welch & Forbes
Massachusetts
$34.3M -$432K -7,121 -1%
RAM
280
RWC Asset Management
United Kingdom
$34.2M -$75.7K -1,249 -0.2%
DADC
281
D.A. Davidson & Co
Montana
$33.6M +$5.16M +85,192 +18%
SAM
282
Shell Asset Management
Netherlands
$33.5M -$2.46M -40,526 -7%
Mitsubishi UFJ Asset Management
283
Mitsubishi UFJ Asset Management
Japan
$33.4M +$831K +13,710 +3%
HNB
284
Huntington National Bank
Ohio
$33.2M -$904K -14,912 -3%
BAPIM
285
British Airways Pensions Investment Management
United Kingdom
$33.1M -$26.8M -441,729 -45%
PA
286
Pinnacle Associates
New York
$32.2M -$713K -11,760 -2%
ERSOT
287
Employees Retirement System of Texas
Texas
$32.2M +$1.39M +22,846 +5%
URS
288
Utah Retirement Systems
Utah
$32.2M +$38.1K +629 +0.1%
EIM
289
ExxonMobil Investment Management
Texas
$32M -$1.63M -26,900 -5%
ZIC
290
ZWJ Investment Counsel
Georgia
$31.2M +$232K +3,822 +0.8%
CCMG
291
Clark Capital Management Group
Pennsylvania
$31.1M +$2.7M +44,513 +10%
UB
292
UMB Bank
Missouri
$30.7M +$251K +4,135 +0.8%
Jane Street
293
Jane Street
New York
$30M +$26.6M +438,865 +850%
VanEck Associates
294
VanEck Associates
New York
$29.9M +$16.1M +265,373 +118%
SAM
295
Silvercrest Asset Management
New York
$29.9M +$34.6K +570 +0.1%
FT
296
Fiduciary Trust
Massachusetts
$29.7M +$329K +5,426 +1%
IC
297
Inverness Counsel
New York
$29.7M +$5.85M +96,422 +25%
NC
298
Nicholas Company
Wisconsin
$29.6M
MA
299
MUFG Americas
New York
$29.5M -$1.24M -20,443 -4%
MNA
300
Manning & Napier Advisors
New York
$29.1M +$892K +14,719 +3%

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.