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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
PP
676
Palladium Partners
Virginia
$5.39M -$42.1K -695 -0.8%
OPPM
677
Opus Point Partners Management
New York
$5.36M
WC
678
Whitney & Co
New York
$5.36M +$3.21K +53 +0.1%
SWM
679
SVA Wealth Management
Wisconsin
$5.35M +$7.58K +125 +0.1%
HA
680
Hamel Associates
New Jersey
$5.31M -$46K -759 -0.9%
CC
681
Courier Capital
New York
$5.24M +$4.08M +67,322 +366%
LIA
682
LS Investment Advisors
Michigan
$5.22M -$26.5K -437 -0.5%
GLRA
683
Gerald L. Ray & Associates
Texas
$5.22M
B
684
Bailard
California
$5.21M +$285K +4,696 +6%
ACM
685
Advent Capital Management
New York
$5.19M +$1.27M +20,960 +33%
EM
686
Excalibur Management
Massachusetts
$5.18M -$416K -6,859 -7%
PAM
687
PVG Asset Management
Colorado
$5.17M +$2.54M +41,972 +99%
SCM
688
Stevens Capital Management
Pennsylvania
$5.14M -$671K -11,065 -12%
BIC
689
Beach Investment Counsel
Pennsylvania
$5.13M
LS
690
Livforsakringsbolaget Skandia
Sweden
$5.11M
SIM
691
Spark Investment Management
New York
$5.1M
NB
692
NBT Bank
New York
$5.08M +$36.5K +602 +0.7%
FNBOMD
693
First National Bank of Mount Dora
Florida
$5.08M +$335K +5,528 +7%
CAM
694
Carret Asset Management
New York
$5.08M +$23.4K +386 +0.5%
BC
695
Bartlett & Co
Ohio
$5.07M +$256K +4,223 +5%
AIM
696
Assured Investment Management
New York
$5.06M +$2M +32,995 +66%
CIM
697
Cambria Investment Management
California
$5.05M +$320K +5,271 +7%
ACM
698
Adalta Capital Management
New York
$5.04M -$38.1K -629 -0.8%
PCA
699
Personal Capital Advisors
California
$5.04M -$387K -6,390 -7%
ICOA
700
Investment Centers of America
North Dakota
$5.03M +$156K +2,580 +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.