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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
GWM
776
Graybill Wealth Management
Illinois
$4.03M +$18.4K +304 +0.5%
FHA
777
First Horizon Advisors
Tennessee
$4.01M +$241K +3,967 +6%
SI
778
SII Investments
Wisconsin
$4.01M -$2.19M -36,098 -35%
CSS
779
Cubist Systematic Strategies
Connecticut
$4M +$629K +10,375 +19%
BOC
780
Barbara Oil Co
Illinois
$3.99M
PJSIMP
781
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.97M -$61.2K -1,010 -2%
CC
782
ClearArc Capital
Ohio
$3.97M +$3.33K +55 +0.1%
CL
783
Choreo LLC
Illinois
$3.95M +$233K +3,836 +6%
CS
784
Comerica Securities
Michigan
$3.94M -$107K -1,771 -3%
BO
785
Bank OZK
Arkansas
$3.93M -$104K -1,709 -3%
RT
786
Rockland Trust
Massachusetts
$3.92M +$155K +2,562 +4%
CCG
787
Cypress Capital Group
Florida
$3.91M -$160K -2,641 -4%
MHIC
788
Marble Harbor Investment Counsel
Massachusetts
$3.9M +$21.6K +356 +0.6%
IC
789
Intersect Capital
California
$3.9M +$10.7K +176 +0.3%
BAC
790
Boys Arnold & Co
North Carolina
$3.89M -$16.2K -267 -0.4%
TAM
791
Tyers Asset Management
Texas
$3.88M -$4.79M -79,024 -55%
KPCM
792
Kings Point Capital Management
New York
$3.88M +$334K +5,513 +10%
CT
793
Coastline Trust
Rhode Island
$3.88M +$202K +3,333 +6%
JWM
794
Jackson Wealth Management
Florida
$3.87M +$187K +3,084 +5%
AP
795
Advisor Partners
California
$3.85M -$92.4K -1,524 -2%
SOADOR
796
State of Alaska Department of Revenue
Alaska
$3.85M +$1.05M +17,313 +38%
OAC
797
OMERS Administration Corp
Ontario, Canada
$3.83M +$2.31M +38,147 +155%
RIM
798
Regent Investment Management
Kentucky
$3.83M +$1.33M +21,988 +54%
CAL
799
Capital Analysts LLC
Pennsylvania
$3.83M +$68.2K +1,125 +2%
MUAMU
800
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.81M -$127K -2,096 -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.