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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
CAM
501
Columbia Asset Management
Michigan
$9.92M -$48K -791 -0.5%
FWIA
502
Fort Washington Investment Advisors
Ohio
$9.92M +$639K +10,532 +7%
PVI
503
Pura Vida Investments
New York
$9.9M +$1.56M +25,749 +19%
GAM
504
Gotham Asset Management
New York
$9.88M +$2.15M +35,480 +28%
MCM
505
Monarch Capital Management
Indiana
$9.86M -$68.1K -1,123 -0.7%
AAM
506
Auxier Asset Management
Oregon
$9.84M +$282K +4,653 +3%
AMI
507
Amica Mutual Insurance
Rhode Island
$9.78M
Jones Financial Companies
508
Jones Financial Companies
Missouri
$9.75M -$1.09M -18,025 -10%
JMFC
509
J.M. Forbes & Co
Massachusetts
$9.73M -$114K -1,887 -1%
BHWM
510
Bar Harbor Wealth Management
New Hampshire
$9.65M -$280K -4,612 -3%
WTC
511
WhitTier Trust Company
Nevada
$9.61M +$51K +842 +0.5%
GCM
512
Gabalex Capital Management
New York
$9.61M
ECM
513
Estabrook Capital Management
New York
$9.57M -$358K -5,899 -4%
AIL
514
AGF Investments LLC
Ontario, Canada
$9.53M -$426K -7,023 -4%
MAA
515
Matrix Asset Advisors
New York
$9.47M +$133K +2,186 +1%
FQ
516
First Quadrant
California
$9.46M -$191K -3,151 -2%
BII
517
Bainco International Investors
Massachusetts
$9.45M +$518K +8,551 +6%
SIP
518
Stoneridge Investment Partners
Pennsylvania
$9.45M +$9.37M +154,633 New
AIP
519
Ameritas Investment Partners
Nebraska
$9.35M +$341K +5,617 +4%
DSI
520
Daiwa SB Investments
Japan
$9.34M
CNB
521
Camden National Bank
Maine
$9.34M +$97.4K +1,606 +1%
MIFH
522
Migdal Insurance & Financial Holdings
Israel
$9.34M -$103K -1,700 -1%
GL
523
GLG LLC
New York
$9.27M -$855K -14,098 -9%
BC
524
Brinker Capital
Pennsylvania
$9.22M +$204K +3,367 +2%
FAB
525
First American Bank
Illinois
$9.13M -$204K -3,363 -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.