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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
WB
326
WesBanco Bank
West Virginia
$25.9M +$850K +14,024 +3%
TAF
327
Tredje AP-fonden
Sweden
$25.5M -$57.8K -954 -0.2%
WI
328
Wafra Inc
New York
$25.3M
First Trust Advisors
329
First Trust Advisors
Illinois
$25.3M +$3.58M +58,991 +17%
SCI
330
S&CO Inc
Massachusetts
$24.9M
FCI
331
Financial Counselors Inc
Kansas
$24.6M +$1.36M +22,509 +6%
KAM
332
Krensavage Asset Management
New York
$24.6M +$75.1K +1,238 +0.3%
PGFC
333
Peapack-Gladstone Financial Corp
New Jersey
$24.5M -$887K -14,635 -4%
CBT
334
Capital Bank & Trust
California
$24.4M +$6.5M +107,210 +37%
QI
335
QS Investors
New York
$24.3M +$768K +12,660 +3%
MSA
336
Mason Street Advisors
Wisconsin
$24.3M +$5.15K +85 +0%
MWNA
337
Marshall Wace North America
New York
$24.2M -$11M -181,033 -31%
Lazard Asset Management
338
Lazard Asset Management
New York
$24.1M -$27.8M -457,934 -54%
EOJOAM
339
E. Ohman J:or Asset Management
Sweden
$24.1M +$3.21M +52,977 +16%
PWLP
340
Prio Wealth Limited Partnership
Massachusetts
$24.1M +$18.6M +306,051 +349%
NB
341
Norinchukin Bank
Japan
$24M +$718K +11,845 +3%
DILIC
342
Dai-ichi Life Insurance Company
Japan
$24M -$1.68M -27,641 -7%
GG
343
Gofen & Glossberg
Illinois
$24M +$38.8K +640 +0.2%
SIA
344
Sit Investment Associates
Minnesota
$23.7M -$1.12M -18,447 -5%
SLAM
345
Swiss Life Asset Management
$23.6M +$3.16M +52,203 +16%
MWAC
346
Mariner Wealth Advisors (Cincinnati)
Ohio
$23.5M +$310K +5,108 +1%
HPC
347
HM Payson & Co
Maine
$23.1M -$138K -2,268 -0.6%
SI
348
Stephens Inc
Arkansas
$22.9M -$685K -11,295 -3%
ISL
349
Ingalls & Snyder LLC
New York
$22.7M +$1.12M +18,392 +5%
BVDMP
350
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$22.6M

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.