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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
FSA
576
Franklin Street Advisors
North Carolina
$7.48M -$417K -6,886 -5%
MML Investors Services
577
MML Investors Services
Massachusetts
$7.47M +$137K +2,256 +2%
LMGAM
578
Liberty Mutual Group Asset Management
Massachusetts
$7.45M -$3.95M -65,106 -35%
CAN
579
Cetera Advisor Networks
California
$7.42M -$39.5K -651 -0.5%
JFL
580
Jarislowsky, Fraser Ltd
Quebec, Canada
$7.39M +$62.1K +1,024 +0.9%
MSE
581
MUFG Securities EMEA
United Kingdom
$7.36M +$7.31M +120,520 New
MERSOM
582
Municipal Employees' Retirement System of Michigan
Michigan
$7.35M -$1.16M -19,189 -14%
SCM
583
Salem Capital Management
Massachusetts
$7.32M -$76.3K -1,258 -1%
FFBTD
584
First Financial Bank - Trust Division
Ohio
$7.31M -$169K -2,782 -2%
BBA
585
BLB&B Advisors
Pennsylvania
$7.3M +$51K +842 +0.7%
SFM
586
Systematic Financial Management
New Jersey
$7.13M -$427K -7,036 -6%
NC
587
Northpointe Capital
Michigan
$7.1M -$846K -13,948 -11%
BFA
588
Bragg Financial Advisors
North Carolina
$7.09M +$51.8K +855 +0.7%
FMII
589
Farmers & Merchants Investments Inc
Nebraska
$7.07M -$38.4K -634 -0.5%
FFSOTS
590
Fiduciary Financial Services of The Southwest
Texas
$7.07M -$84.7K -1,397 -1%
GP
591
Girard Partners
Pennsylvania
$7.07M +$344K +5,667 +5%
SGCA
592
Steel Grove Capital Advisors
Tennessee
$7.06M +$469K +7,731 +7%
MLL
593
Moody Lynn & Lieberson
Massachusetts
$7.05M +$2.18M +35,955 +45%
CONA
594
Capital One National Association
New York
$7.04M -$359K -5,922 -5%
CIC
595
Canal Insurance Company
South Carolina
$7.04M
GH
596
GAM Holding
Switzerland
$6.98M -$55.1M -909,565 -89%
TSW
597
Thompson Siegel & Walmsley
Virginia
$6.97M +$128K +2,108 +2%
BWFA
598
Baltimore-Washington Financial Advisors
Maryland
$6.97M +$850K +14,020 +14%
CWM
599
Calamos Wealth Management
Illinois
$6.96M +$48.3K +797 +0.7%
RHAM
600
Round Hill Asset Management
California
$6.95M -$7.94K -131 -0.1%

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.