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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
Cambridge Investment Research Advisors
426
Cambridge Investment Research Advisors
Iowa
$14.8M +$602K +9,937 +4%
CA
427
Cullinan Associates
Kentucky
$14.7M -$19K -314 -0.1%
AJ
428
Ashburton (Jersey)
Jersey
$14.7M -$363K -5,984 -2%
MIH
429
Madison Investment Holdings
Wisconsin
$14.6M -$336K -5,546 -2%
RFS
430
Rockefeller Financial Services
New York
$14.6M +$51.4K +847 +0.4%
BWP
431
Baldwin Wealth Partners
Massachusetts
$14.5M +$7.34K +121 +0.1%
UIC
432
Uniplan Investment Counsel
Wisconsin
$14.4M +$188K +3,097 +1%
CIM
433
Corda Investment Management
Texas
$14.4M -$295K -4,870 -2%
HIMC
434
Heritage Investors Management Corp
Maryland
$14.3M +$211K +3,475 +2%
HFS
435
HL Financial Services
Kentucky
$14.3M -$332K -5,470 -2%
EB
436
Eastern Bank
Massachusetts
$14.3M -$120K -1,987 -0.8%
COPPSERS
437
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$14.2M +$1.22M +20,160 +9%
BCM
438
Bridgeway Capital Management
Texas
$14.2M +$767K +12,650 +6%
KLWA
439
Kelly Lawrence W & Associates
California
$14.1M +$74.1K +1,223 +0.5%
SIM
440
Sentry Investment Management
Wisconsin
$14.1M +$79.7K +1,314 +0.6%
AG
441
Advisor Group
Arizona
$13.9M +$1.65M +27,290 +14%
CFB
442
Cullen/Frost Bankers
Texas
$13.9M -$386K -6,363 -3%
PL
443
Perpetual Ltd
Australia
$13.9M +$1.26M +20,750 +10%
CC
444
Cannell & Co
New York
$13.9M +$187K +3,091 +1%
BBHC
445
Brown Brothers Harriman & Co
New York
$13.8M +$2.71M +44,708 +25%
FNBT
446
FineMark National Bank & Trust
Florida
$13.8M +$2.48M +40,973 +22%
WIC
447
Wilkins Investment Counsel
Massachusetts
$13.7M +$126K +2,075 +0.9%
LCM
448
Laurion Capital Management
New York
$13.4M +$6.25M +103,039 +88%
KB
449
Kimelman & Baird
New York
$13.4M +$1.44M +23,815 +12%
GGI
450
Godsey & Gibb Inc
Virginia
$13.3M -$934K -15,413 -7%

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.