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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
BFO
601
Boston Family Office
Massachusetts
$6.87M +$9.94K +164 +0.1%
B
602
Barings
North Carolina
$6.85M
MI
603
Markston International
New York
$6.83M -$374K -6,172 -5%
Fiera Capital (Canada)
604
Fiera Capital (Canada)
Quebec, Canada
$6.83M -$618K -10,197 -8%
DY
605
Dowling & Yahnke
California
$6.81M -$56.6K -934 -0.8%
OMCS
606
Old Mutual Customised Solutions
South Africa
$6.8M +$191K +3,144 +3%
GWM
607
Geneos Wealth Management
Colorado
$6.75M -$158K -2,600 -2%
MYAM
608
Meiji Yasuda Asset Management
Japan
$6.73M -$132K -2,172 -2%
AT
609
Arden Trust
Delaware
$6.71M -$131K -2,168 -2%
CAM
610
Cypress Asset Management
Texas
$6.7M -$700K -11,546 -10%
UR
611
USCA RIA
Texas
$6.67M
WAM
612
Wolverine Asset Management
Illinois
$6.67M -$4.42M -72,858 -40%
MCTIC
613
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$6.66M +$208K +3,432 +3%
PPSG
614
Princeton Portfolio Strategies Group
New Jersey
$6.61M -$16.9K -279 -0.3%
CCT
615
Chemung Canal Trust
New York
$6.6M -$1.56M -25,806 -19%
PC
616
PM Capital
Australia
$6.56M -$5.81M -95,824 -47%
IA
617
Icon Advisers
Colorado
$6.56M
BAM
618
Barrett Asset Management
New York
$6.55M -$97.2K -1,604 -1%
GI
619
GAMCO Investors
Connecticut
$6.53M -$248K -4,088 -4%
CC
620
Capital Counsel
New York
$6.49M -$45.1K -744 -0.7%
PCM
621
Parsons Capital Management
Rhode Island
$6.39M -$20.7K -342 -0.3%
BUB
622
BBVA USA Bancshares
Texas
$6.39M -$902K -14,880 -12%
Pacer Advisors
623
Pacer Advisors
Pennsylvania
$6.39M +$573K +9,453 +10%
Kayne Anderson Rudnick Investment Management
624
Kayne Anderson Rudnick Investment Management
California
$6.36M +$935K +15,416 +17%
LDB
625
Lee, Danner & Bass
Tennessee
$6.35M +$36.1K +596 +0.6%

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.