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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
GQG Partners
351
GQG Partners
Florida
$22.5M +$19.7M +324,525 +735%
PR
352
Payden & Rygel
California
$22.5M -$4.22M -69,587 -16%
APSP
353
Asset Planning Services (Pennsylvania)
Pennsylvania
$22.5M +$12.7M +208,909 +132%
BA
354
Boston Advisors
Massachusetts
$22.1M -$1.54M -25,440 -7%
GD
355
Grandfield & Dodd
New York
$22M +$38.2K +630 +0.2%
SGAM
356
Smith Group Asset Management
Texas
$21.9M -$2.26M -37,354 -9%
CEP
357
Chicago Equity Partners
Illinois
$21.9M -$8.94M -147,480 -29%
CIBC Asset Management
358
CIBC Asset Management
Ontario, Canada
$21.6M -$520K -8,576 -2%
WIC
359
Willis Investment Counsel
Georgia
$21.6M +$540K +8,908 +3%
CCP
360
Clough Capital Partners
Massachusetts
$21.4M -$7.42M -122,406 -26%
MOACM
361
Mutual of America Capital Management
New York
$21.4M +$61.3K +1,011 +0.3%
IAM
362
Impax Asset Management
New Hampshire
$21.4M
GFPC
363
Global Financial Private Capital
Florida
$21.2M -$2.18M -35,977 -9%
Northwestern Mutual Wealth Management
364
Northwestern Mutual Wealth Management
Wisconsin
$21.2M +$683K +11,270 +3%
SAM
365
Sectoral Asset Management
Quebec, Canada
$20.8M -$25.7M -423,605 -55%
B
366
BP
United Kingdom
$20.6M
Creative Planning
367
Creative Planning
Kansas
$20.5M +$93.4K +1,541 +0.5%
RJT
368
Raymond James Trust
Florida
$20.4M -$770K -12,695 -4%
RA
369
Rovida Advisors
Florida
$20.3M
AB
370
Amalgamated Bank
New York
$20.2M +$389K +6,424 +2%
CPSAC
371
Chas P. Smith & Associates (CPS)
Florida
$20.1M -$85.7K -1,414 -0.4%
AIM
372
Achmea Investment Management
Netherlands
$19.9M -$1.5M -24,697 -7%
SC
373
Stralem & Co
New York
$19.7M -$5M -82,477 -20%
PC
374
Polar Capital
United Kingdom
$19.5M
CBOA
375
Commonwealth Bank of Australia
Australia
$19.3M +$1.15M +18,942 +6%

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.