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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
EIA
526
Edgemoor Investment Advisors
Maryland
$9.09M -$221K -3,652 -2%
LIC
527
Lodestar Investment Counsel
Illinois
$9.09M -$100K -1,650 -1%
ELC
528
Edgar Lomax Company
Virginia
$9.08M -$792K -13,065 -8%
CA
529
CapWealth Advisors
Tennessee
$9.06M +$112K +1,841 +1%
JAM
530
Jupiter Asset Management
United Kingdom
$9.06M -$173K -2,852 -2%
KS
531
Karpas Strategies
Connecticut
$8.95M
Acadian Asset Management
532
Acadian Asset Management
Massachusetts
$8.94M +$766K +12,641 +9%
AAC
533
Asset Advisors Corp
Georgia
$8.9M -$311K -5,122 -3%
NPF
534
Norris Perne & French
Michigan
$8.9M +$225K +3,709 +3%
EWM
535
Evercore Wealth Management
New York
$8.86M -$45K -742 -0.5%
WAM
536
Winslow Asset Management
Ohio
$8.73M -$104K -1,711 -1%
AAM
537
AR Asset Management
California
$8.72M -$12.7K -210 -0.1%
CCT
538
Country Club Trust
Missouri
$8.66M +$46.8K +772 +0.5%
BCPEM
539
Bain Capital Public Equity Management
Massachusetts
$8.59M +$8.52M +140,524 New
BS
540
Banco Santander
Spain
$8.58M -$171K -2,823 -2%
KIA
541
KCM Investment Advisors
California
$8.56M -$356K -5,864 -4%
BOH
542
Bank of Hawaii
Hawaii
$8.49M -$337K -5,551 -4%
TCM
543
Tradition Capital Management
New Jersey
$8.49M -$14.7K -242 -0.2%
11A
544
10-15 Associates
New York
$8.44M +$1.22M +20,200 +17%
LBC
545
Lowe Brockenbrough & Co
Virginia
$8.38M +$11.8K +194 +0.1%
BIAS
546
Beacon Investment Advisory Services
New Jersey
$8.35M +$7.2M +118,749 +662%
1SB
547
1ST Source Bank
Indiana
$8.31M -$131K -2,166 -2%
DMIC
548
Dixon Mitchell Investment Counsel
British Columbia, Canada
$8.29M +$109K +1,806 +1%
AP
549
AHL Partners
United Kingdom
$8.27M +$3.09M +51,045 +61%
GIM
550
Grassi Investment Management
California
$8.25M +$25.8K +425 +0.3%

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.