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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
American Century Companies
51
American Century Companies
Missouri
$496M +$92.4M +1,523,747 +23%
Fisher Asset Management
52
Fisher Asset Management
Washington
$467M +$12.2M +201,223 +3%
Capital Research Global Investors
53
Capital Research Global Investors
California
$459M -$42.2K -696 -0%
AL
54
AJO LP
Pennsylvania
$450M -$6.85M -112,946 -2%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$450M +$17.6M +290,322 +4%
Principal Financial Group
56
Principal Financial Group
Iowa
$439M -$73.7M -1,216,240 -14%
TA
57
Teachers Advisors
New York
$435M -$12.4M -205,263 -3%
Janus Henderson Group
58
Janus Henderson Group
United Kingdom
$429M +$270M +4,446,922 +172%
Dimensional Fund Advisors
59
Dimensional Fund Advisors
Texas
$428M -$392K -6,469 -0.1%
Arrowstreet Capital
60
Arrowstreet Capital
Massachusetts
$414M +$11.8M +194,559 +3%
Mitsubishi UFJ Trust & Banking
61
Mitsubishi UFJ Trust & Banking
Japan
$385M -$10.6M -174,280 -3%
Loomis, Sayles & Company
62
Loomis, Sayles & Company
Massachusetts
$380M +$4.4M +72,575 +1%
Canada Pension Plan Investment Board
63
Canada Pension Plan Investment Board
Ontario, Canada
$377M -$12.7M -209,181 -3%
APG Asset Management
64
APG Asset Management
Netherlands
$369M -$30.6M -504,193 -8%
Schroder Investment Management Group
65
Schroder Investment Management Group
United Kingdom
$357M -$54.9M -905,202 -13%
O
66
OrbiMed
New York
$351M
Primecap Management
67
Primecap Management
California
$347M +$20M +329,910 +6%
CS
68
Credit Suisse
Switzerland
$345M -$9.74M -160,736 -3%
RJA
69
Raymond James & Associates
Florida
$338M +$3.92M +64,593 +1%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$336M +$48.9M +805,876 +17%
Prudential Financial
71
Prudential Financial
New Jersey
$336M -$10.8M -177,363 -3%
Allianz Asset Management
72
Allianz Asset Management
Germany
$323M +$43M +709,632 +16%
Aberdeen Group
73
Aberdeen Group
United Kingdom
$315M +$312M +5,151,635 New
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$309M -$25.1M -414,019 -8%
VOYA Investment Management
75
VOYA Investment Management
Georgia
$305M -$7.87M -129,866 -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.