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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
EHC
801
Everett Harris & Co
California
$3.8M +$63.4K +1,045 +2%
TNB
802
Thomasville National Bank
Georgia
$3.8M +$37.3K +616 +1%
CCM
803
Catawba Capital Management
Virginia
$3.78M -$2.24K -37 -0.1%
PTC
804
Private Trust Company
Ohio
$3.77M -$202K -3,332 -5%
ACPU
805
Arrowgrass Capital Partners (US)
Delaware
$3.76M -$8.1M -133,562 -68%
DAM
806
Doheny Asset Management
California
$3.73M -$7.58K -125 -0.2%
GT
807
Glenview Trust
Kentucky
$3.72M +$183K +3,025 +5%
MCM
808
MAI Capital Management
Ohio
$3.69M +$115K +1,903 +3%
LM
809
Lincluden Management
Ontario, Canada
$3.69M +$2.09M +34,484 +133%
FFWA
810
FRG Family Wealth Advisors
Washington
$3.67M +$81.8K +1,350 +2%
GEM
811
Global Endowment Management
North Carolina
$3.66M +$3.25M +53,658 +856%
BTIS
812
BB&T Investment Services
North Carolina
$3.59M +$1.05M +17,339 +42%
CIC
813
Cornercap Investment Counsel
Georgia
$3.58M +$277K +4,576 +8%
RG
814
Rathbones Group
United Kingdom
$3.58M -$491K -8,097 -12%
FCBT
815
First Citizens Bank & Trust
North Carolina
$3.58M -$332K -5,480 -9%
IFAM
816
Institutional & Family Asset Management
Colorado
$3.58M +$137K +2,256 +4%
ECM
817
Exchange Capital Management
Michigan
$3.57M -$538K -8,880 -13%
HTHT
818
Hemenway Trust Hemenway Trust
New Hampshire
$3.57M +$6.3K +104 +0.2%
CIM
819
CenturyLink Investment Management
Colorado
$3.54M
ICM
820
Ionic Capital Management
New York
$3.53M +$1.81M +29,870 +107%
M
821
MOTCO
Texas
$3.52M -$1.26M -20,764 -27%
GA
822
GFS Advisors
Texas
$3.5M -$9.64K -159 -0.3%
CVM
823
Cheviot Value Management
California
$3.48M -$16.7K -275 -0.5%
FA
824
Financial Advantage
Maryland
$3.46M +$65.7K +1,083 +2%
BFIM
825
Beese Fulmer Investment Management
Ohio
$3.46M +$126K +2,071 +4%

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.