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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
GSBTD
901
Glenview State Bank Trust Department
Illinois
$2.79M +$102K +1,678 +4%
NBC
902
Neuberger Berman Canada
Ontario, Canada
$2.79M -$1.08M -17,847 -28%
EFS
903
Essex Financial Services
Connecticut
$2.79M -$50.4K -831 -2%
RWA
904
Ropes Wealth Advisors
Massachusetts
$2.77M -$105K -1,732 -4%
CYG
905
Clean Yield Group
Vermont
$2.77M -$3.52K -58 -0.1%
OCM
906
One Capital Management
California
$2.77M +$119K +1,958 +5%
VF
907
Virtu Financial
New York
$2.76M +$2.32M +38,322 +558%
LJAC
908
L.J. Altfest & Co
New York
$2.75M -$63.1K -1,040 -2%
SBWIC
909
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.75M -$251K -4,139 -8%
SAIG
910
Semper Augustus Investments Group
Colorado
$2.74M
FMBTD
911
First Midwest Bank Trust Division
Illinois
$2.73M +$116K +1,913 +4%
MAM
912
Morse Asset Management
Connecticut
$2.71M -$202K -3,332 -7%
MCM
913
Maryland Capital Management
Maryland
$2.71M +$49.6K +818 +2%
PTCG
914
Pring Turner Capital Group
California
$2.69M -$116K -1,908 -4%
JSL
915
JT Stratford LLC
Georgia
$2.69M -$84.7K -1,397 -3%
AF
916
Alerus Financial
North Dakota
$2.67M +$27.8K +458 +1%
Mariner
917
Mariner
Kansas
$2.62M +$91.5K +1,509 +4%
SA
918
Strategic Advisors
New York
$2.61M -$73.8K -1,217 -3%
JPMIA
919
J.P. Marvel Investment Advisors
Massachusetts
$2.61M -$35.6K -587 -1%
CG
920
Caprock Group
Idaho
$2.6M +$61.4K +1,013 +2%
TCM
921
Texan Capital Management
Texas
$2.6M -$57.5K -949 -2%
CHAM
922
Clear Harbor Asset Management
Connecticut
$2.59M -$6.37K -105 -0.2%
NGA
923
Naples Global Advisors
Florida
$2.59M +$99.9K +1,648 +4%
IMOV
924
Investment Management of Virginia
Virginia
$2.57M -$16.1K -266 -0.6%
GIA
925
Gargoyle Investment Advisor
New Jersey
$2.57M

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.