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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
ClearBridge Investments
26
ClearBridge Investments
New York
$850M -$8.68M -143,102 -1%
Massachusetts Financial Services
27
Massachusetts Financial Services
Massachusetts
$797M -$37.3M -614,866 -5%
TCIM
28
TIAA CREF Investment Management
New York
$769M -$32.5M -536,723 -4%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$751M -$88.9M -1,466,052 -11%
AQR Capital Management
30
AQR Capital Management
Connecticut
$724M +$190M +3,134,810 +36%
Macquarie Group
31
Macquarie Group
Australia
$711M -$74.3M -1,225,186 -10%
O
32
OppenheimerFunds
New York
$705M +$25.6M +421,531 +4%
Swiss National Bank
33
Swiss National Bank
Switzerland
$687M +$2.09M +34,479 +0.3%
Charles Schwab
34
Charles Schwab
California
$647M -$19.3M -318,987 -3%
UBS Group
35
UBS Group
Switzerland
$638M -$633K -10,437 -0.1%
LSV Asset Management
36
LSV Asset Management
Illinois
$637M +$9.46M +156,068 +2%
Sanders Capital
37
Sanders Capital
Florida
$623M -$148M -2,437,804 -19%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$621M -$8.36M -137,911 -1%
IFP
39
Independent Franchise Partners
United Kingdom
$619M +$26.1M +429,682 +4%
Capital International Investors
40
Capital International Investors
California
$616M +$218M +3,592,963 +55%
Federated Hermes
41
Federated Hermes
Pennsylvania
$594M -$85.7M -1,413,797 -13%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$582M -$39.9M -658,355 -6%
UBS AM
43
UBS AM
Illinois
$576M +$6.28M +103,565 +1%
PPA
44
Parametric Portfolio Associates
Washington
$534M +$41.2M +678,802 +8%
Nordea Investment Management
45
Nordea Investment Management
Sweden
$530M +$59.6M +982,376 +13%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$528M -$8.59M -141,757 -2%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$526M +$161M +2,651,053 +44%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$520M +$11.1M +183,418 +2%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$511M -$7.33M -120,979 -1%
AllianceBernstein
50
AllianceBernstein
Tennessee
$510M -$7.41M -122,163 -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.