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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
RMDI
401
R.M. Davis Inc
Maine
$17M +$693K +11,427 +4%
ABC
402
Associated Banc-Corp
Wisconsin
$16.8M -$250K -4,124 -1%
BC
403
Bruce & Co
Illinois
$16.6M
HCMNY
404
Howard Capital Management (New York)
New York
$16.5M -$176K -2,899 -1%
TCM
405
Twin Capital Management
Pennsylvania
$16.5M +$684K +11,277 +4%
AHB
406
Abner Herrman & Brock
New Jersey
$16.4M +$763K +12,578 +5%
WBC
407
Westpac Banking Corp
Australia
$16.3M -$399K -6,586 -2%
BF
408
BOK Financial
Oklahoma
$16.3M +$2.56M +42,218 +19%
JIR
409
James Investment Research
Ohio
$16.3M -$3.95M -65,096 -20%
NMERB
410
New Mexico Educational Retirement Board
New Mexico
$16.3M
AIMCA
411
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$16.3M -$12.7M -208,971 -44%
CCMD
412
Cypress Capital Management (Delaware)
Delaware
$16.2M +$191K +3,144 +1%
GIM
413
Greylin Investment Management
Virginia
$16.1M -$1.2M -19,781 -7%
DF
414
Donoghue Forlines
Massachusetts
$16.1M +$82.1K +1,354 +0.5%
ANI
415
American National Insurance
Texas
$16.1M -$445K -7,336 -3%
DDPIC
416
Deroy & Devereaux Private Investment Counsel
Michigan
$16M -$32.6K -538 -0.2%
WRF
417
Waddell & Reed Financial
Kansas
$15.7M +$1.56M +25,676 +11%
ACM
418
Azimuth Capital Management
Michigan
$15.6M +$102K +1,679 +0.7%
LG
419
LaFleur & Godfrey
Michigan
$15.5M -$95.6K -1,577 -0.6%
PWP
420
Private Wealth Partners
California
$15.5M +$117K +1,922 +0.8%
WAM
421
World Asset Management
Michigan
$15.1M -$131K -2,153 -0.9%
HCM
422
Highbridge Capital Management
New York
$15.1M +$13.6M +224,022 +968%
PSUF
423
People's United Financial
Connecticut
$15M +$1.01M +16,740 +7%
PAM
424
Private Asset Management
California
$15M -$574K -9,465 -4%
First Manhattan
425
First Manhattan
New York
$14.8M +$299K +4,929 +2%

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.