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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
OIM
626
Opus Investment Management
Massachusetts
$6.3M
BCM
627
Beddow Capital Management
Wyoming
$6.28M -$579K -9,545 -8%
Cerity Partners
628
Cerity Partners
New York
$6.22M +$1.67M +27,584 +37%
LA
629
Lynch & Associates
Indiana
$6.19M +$194K +3,199 +3%
FBP
630
Flippin Bruce & Porter
Virginia
$6.19M -$41.3K -681 -0.7%
BCM
631
BTR Capital Management
California
$6.17M -$9.21K -152 -0.2%
MC
632
Moors & Cabot
Massachusetts
$6.16M +$1.38M +22,740 +29%
SLI
633
Sumitomo Life Insurance
Japan
$6.16M -$111K -1,832 -2%
BIA
634
Barry Investment Advisors
Massachusetts
$6.15M -$7.09K -117 -0.1%
BPM
635
Bowling Portfolio Management
Ohio
$6.15M +$4.99M +82,251 +447%
CB
636
Chemical Bank
Michigan
$6.11M -$993K -16,387 -14%
LWCFA
637
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.1M +$79.5K +1,312 +1%
GG
638
Greenwood Gearhart
Arkansas
$6.09M +$402K +6,627 +7%
VIA
639
Vantage Investment Advisors
Pennsylvania
$6.06M +$471K +7,772 +9%
FB
640
Fulton Bank
Pennsylvania
$6.04M -$261K -4,305 -4%
CB
641
Community Bank
New York
$6.04M -$151K -2,484 -2%
I
642
IberiaBank
Louisiana
$6.02M +$1.51M +24,986 +34%
SSWM
643
Smith Salley Wealth Management
North Carolina
$6M +$98.3K +1,621 +2%
OCM
644
Oakwood Capital Management
California
$5.97M -$49.9K -823 -0.8%
NSEDCP
645
NJ State Employees Deferred Compensation Plan
New Jersey
$5.97M
RE
646
RBC Europe
United Kingdom
$5.96M +$5.92M +97,564 New
LNWWM
647
Laird Norton Wetherby Wealth Management
California
$5.95M +$19.9K +328 +0.3%
ECM
648
ETrade Capital Management
Virginia
$5.92M -$714K -11,775 -11%
BCM
649
Bourgeon Capital Management
Connecticut
$5.91M +$41.3K +681 +0.7%
IA
650
IFP Advisors
Florida
$5.89M +$316K +5,210 +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.