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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
MGIA
701
Matthew Goff Investment Advisor
Texas
$5.03M +$139K +2,286 +3%
TCOT
702
Trust Company of Toledo
Ohio
$5.02M +$9.34K +154 +0.2%
FGP
703
Foyston, Gordon, & Payne
Ontario, Canada
$5.02M -$55.1K -909 -1%
BB
704
Busey Bank
Illinois
$4.99M -$7.76K -128 -0.2%
CBN
705
Cadence Bank NA
Texas
$4.94M -$215K -3,545 -4%
SSB
706
Sandy Spring Bank
Maryland
$4.92M +$55.2K +911 +1%
SPIA
707
Steward Partners Investment Advisory
New York
$4.92M +$92.8K +1,531 +2%
II
708
IFM Investors
Australia
$4.92M +$100K +1,649 +2%
OA
709
Outfitter Advisors
Virginia
$4.87M -$118K -1,939 -2%
SCA
710
Stonebridge Capital Advisors
Minnesota
$4.84M +$274K +4,526 +6%
CRB
711
Chad R. Baker
$4.83M
MPM
712
Meritage Portfolio Management
Kansas
$4.83M -$49.7K -819 -1%
IHM
713
Iguana Healthcare Management
New York
$4.8M -$318K -5,240 -6%
Twin Tree Management
714
Twin Tree Management
Texas
$4.8M +$1.2M +19,744 +34%
FDCC
715
Foster Dykema Cabot & Co
Massachusetts
$4.79M -$6.06K -100 -0.1%
Grantham, Mayo, Van Otterloo & Co (GMO)
716
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.79M +$4.35M +71,788 +1,087%
IRF
717
IBM Retirement Fund
New York
$4.79M +$56.8K +937 +1%
PFO
718
Pathstone Family Office
New Jersey
$4.78M -$1.15K -19 -0%
LW
719
Linscomb Wealth
Texas
$4.76M +$55.2K +911 +1%
BIM
720
Bridges Investment Management
Nebraska
$4.73M +$1.74M +28,731 +59%
CAM
721
Chesapeake Asset Management
New York
$4.72M -$22.3K -367 -0.5%
CGH
722
Crossmark Global Holdings
Texas
$4.72M +$4.69M +77,330 New
MDCM
723
Morgan Dempsey Capital Management
Wisconsin
$4.72M +$278K +4,582 +6%
FCM
724
Flinton Capital Management
Pennsylvania
$4.71M -$5.82M -95,957 -55%
BCM
725
Birmingham Capital Management
Alabama
$4.69M -$66.4K -1,096 -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.