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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
SIG
751
Sky Investment Group
Connecticut
$4.28M +$81.6K +1,346 +2%
CSIC
752
Clifford Swan Investment Counsel
California
$4.28M +$21.4K +353 +0.5%
FAAS
753
First Allied Advisory Services
California
$4.27M -$5.7M -94,007 -57%
FMT
754
First Mercantile Trust
Tennessee
$4.25M -$184K -3,037 -4%
MA
755
Marshwinds Advisory
Georgia
$4.21M -$49.5K -816 -1%
DBT
756
Dubuque Bank & Trust
Iowa
$4.21M +$604K +9,969 +17%
UBV
757
United Bank (Virginia)
Virginia
$4.18M -$255K -4,213 -6%
CCMINC
758
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.17M -$21.2K -350 -0.5%
GTC
759
Ghost Tree Capital
New York
$4.16M +$4.13M +68,120 New
CIA
760
Capital Investment Advisors
Georgia
$4.16M +$303 +5 +0%
HVIA
761
Hudson Valley Investment Advisors
New York
$4.15M -$114K -1,881 -3%
LCC
762
Lincoln Capital Corp
Rhode Island
$4.15M +$69.5K +1,146 +2%
PP
763
Paloma Partners
Connecticut
$4.13M -$1.91M -31,572 -32%
LA
764
Lau Associates
Delaware
$4.13M -$6.37K -105 -0.2%
ECM
765
Everence Capital Management
Indiana
$4.11M +$176K +2,903 +5%
BSPF
766
British Steel Pension Fund
United Kingdom
$4.11M -$1.01M -16,707 -20%
AAIM
767
American Assets Investment Management
California
$4.1M
FBT
768
First Bankers Trust
Kentucky
$4.1M +$40.5K +668 +1%
NDSI
769
Newman Dignan & Sheerar Inc
Rhode Island
$4.08M +$546 +9 +0%
AC
770
Alley Company
Illinois
$4.07M +$36.8K +607 +0.9%
SWP
771
Stratos Wealth Partners
Ohio
$4.04M +$30.6K +505 +0.8%
IHL
772
Investment House LLC
California
$4.04M +$47.7K +786 +1%
SCM
773
Stellar Capital Management
Arizona
$4.03M +$9.94K +164 +0.2%
CAM
774
Covenant Asset Management
New Jersey
$4.03M -$39K -644 -1%
HT
775
HighTower Trust
Texas
$4.03M -$123K -2,028 -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.