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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
FNBTCON
851
First National Bank & Trust Co of Newtown
Pennsylvania
$3.17M +$14.3K +236 +0.5%
BE
852
Bonness Enterprises
District of Columbia
$3.16M
MCM
853
Mengis Capital Management
Oregon
$3.15M +$41.3K +681 +1%
VFM
854
Viking Fund Management
North Dakota
$3.14M
LFR
855
Lehman Financial Resources
Pennsylvania
$3.13M -$19.7K -325 -0.6%
HK
856
Horizon Kinetics
New York
$3.13M -$25K -412 -0.8%
SSP
857
Sapphire Star Partners
Washington
$3.12M -$648K -10,690 -17%
SPC
858
Sigma Planning Corp
Michigan
$3.11M +$29K +479 +0.9%
BKA
859
Brick & Kyle Associates
Pennsylvania
$3.11M +$26.4K +436 +0.9%
CA
860
Cetera Advisors
Colorado
$3.08M -$32.3K -532 -1%
IIM
861
Ipswich Investment Management
Massachusetts
$3.08M -$2.85K -47 -0.1%
Parallax Volatility Advisers
862
Parallax Volatility Advisers
California
$3.07M -$803K -13,248 -21%
FNT
863
First Nebraska Trust
Nebraska
$3.07M +$5.7K +94 +0.2%
NMIFOAC
864
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.07M
SCA
865
Secor Capital Advisors
New York
$3.06M +$1.75M +28,809 +135%
AWA
866
ARS Wealth Advisors
Florida
$3.06M -$94.2K -1,554 -3%
RP
867
Rowlandmiller & Partners
Georgia
$3.05M -$106K -1,742 -3%
NA
868
Neuburgh Advisers
California
$3.05M -$3.76M -62,090 -55%
CIA
869
Covington Investment Advisors
Pennsylvania
$3.05M -$96.2K -1,587 -3%
MCM
870
Murphy Capital Management
New Jersey
$3.03M +$20.9K +345 +0.7%
SCM
871
Stonebridge Capital Management
California
$3.02M +$1.1M +18,118 +58%
VAM
872
Visionary Asset Management
Texas
$3.02M -$275K -4,544 -8%
TYCC
873
Texas Yale Capital Corp
Florida
$3.02M -$68.1K -1,123 -2%
NA
874
Navellier & Associates
Nevada
$3.01M -$655K -10,811 -18%
SIM
875
Sonora Investment Management
Arizona
$3.01M +$182K +2,995 +6%

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.