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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
DWA
376
Douglass Winthrop Advisors
New York
$19.2M -$819K -13,511 -4%
CL
377
Chubb Ltd
Switzerland
$19.2M
CIP
378
Chartwell Investment Partners
Pennsylvania
$19.1M +$547K +9,018 +3%
OC
379
Oppenheimer & Co
New York
$18.9M +$601K +9,919 +3%
TF
380
TIAA FSB
Florida
$18.9M +$852K +14,049 +5%
KA
381
KLCM Advisors
Wisconsin
$18.8M -$615K -10,149 -3%
PAG
382
Private Advisor Group
New Jersey
$18.7M +$913K +15,064 +5%
CI Investments Inc
383
CI Investments Inc
Ontario, Canada
$18.7M -$28.8M -475,163 -61%
BSA
384
Braun Stacey Associates
New York
$18.7M -$1.53M -25,189 -8%
OAM
385
Oppenheimer Asset Management
New York
$18.6M +$311K +5,127 +2%
OPERF
386
Oregon Public Employees Retirement Fund
Oregon
$18.6M +$99.7K +1,644 +0.5%
CA
387
Commerzbank Aktiengesellschaft
Germany
$18.5M +$1.76M +28,984 +11%
NRS
388
Neville Rodie & Shaw
New York
$18.4M -$496K -8,182 -3%
Balyasny Asset Management
389
Balyasny Asset Management
Illinois
$18.3M +$6.17M +101,778 +52%
PWAG
390
Polaris Wealth Advisory Group
California
$18.2M +$36.6K +604 +0.2%
DnB Asset Management
391
DnB Asset Management
Norway
$18M -$11.2M -184,796 -38%
WT
392
Whittier Trust
California
$18M -$172K -2,833 -1%
DP
393
Dearborn Partners
Illinois
$18M -$37.6K -621 -0.2%
LTFS
394
Ladenburg Thalmann Financial Services
Florida
$18M -$336K -5,544 -2%
MME
395
Meag Munich Ergo
Germany
$18M -$1.12M -18,513 -6%
ELI
396
Empire Life Investments
Ontario, Canada
$18M +$5.99M +98,849 +51%
WPC
397
Waters Parkerson & Co
Louisiana
$17.8M +$37.6K +621 +0.2%
SMDAM
398
Sumitomo Mitsui DS Asset Management
Japan
$17.7M +$879K +14,505 +5%
SAM
399
Securian Asset Management
Minnesota
$17.7M +$64K +1,056 +0.4%
HCM
400
Hutchinson Capital Management
California
$17.1M -$248K -4,098 -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.