We are live on ! Find out more

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
JGUA
451
John G. Ullman & Associates
New York
$13.3M -$199K -3,283 -1%
FNT
452
First National Trust
Pennsylvania
$13.2M +$282K +4,644 +2%
Jacobs Levy Equity Management
453
Jacobs Levy Equity Management
New Jersey
$13.2M +$9.23M +152,171 +238%
SG Americas Securities
454
SG Americas Securities
New York
$13.2M -$20.7M -341,196 -61%
TH
455
TCTC Holdings
Texas
$13.1M -$27.6K -455 -0.2%
CCM
456
Cadence Capital Management
Massachusetts
$13.1M +$797K +13,143 +7%
FA
457
FDx Advisors
Illinois
$12.9M +$463K +7,636 +4%
GMI
458
Greystone Managed Investments
Saskatchewan, Canada
$12.9M +$2.05M +33,871 +19%
CWG
459
C WorldWide Group
Denmark
$12.9M -$461K -7,600 -3%
GAI
460
General American Investors
New York
$12.8M -$1.91M -31,440 -13%
CS
461
Central Securities
New York
$12.8M
SCA
462
Stillwater Capital Advisors
Pennsylvania
$12.8M +$240K +3,966 +2%
SSA
463
Schonfeld Strategic Advisors
New York
$12.6M +$373K +6,152 +3%
V
464
Veritable
Delaware
$12.6M +$188K +3,094 +2%
CAI
465
Capital Advisors Inc
Oklahoma
$12.5M +$762K +12,575 +7%
KWILP
466
Kiwi Wealth Investments Limited Partnership
New Zealand
$12.5M +$5.92M +97,715 +91%
MC
467
Martin Currie
United Kingdom
$12.2M +$318K +5,240 +3%
WSFS
468
Wilmington Savings Fund Society
Delaware
$12.2M -$40K -659 -0.3%
BAM
469
Berkshire Asset Management
Pennsylvania
$12M -$16.5K -272 -0.1%
MA
470
Montag & Associates
Georgia
$12M -$653K -10,764 -5%
CCA
471
Cobblestone Capital Advisors
New York
$11.8M +$51.9K +856 +0.4%
TCM
472
Tufton Capital Management
Maryland
$11.8M +$419K +6,914 +4%
CCM
473
Covington Capital Management
California
$11.8M -$28.7K -473 -0.2%
GAM
474
Guinness Asset Management
United Kingdom
$11.7M
PA
475
Profund Advisors
Maryland
$11.7M +$354K +5,840 +3%

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.