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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
PMG
951
ProVise Management Group
Florida
$2.41M -$79.7K -1,314 -3%
VIA
952
Vident Investment Advisory
Georgia
$2.4M +$1.09M +18,020 +85%
RIM
953
Rampart Investment Management
Connecticut
$2.4M +$122K +2,016 +5%
MSAM
954
Moloney Securities Asset Management
Missouri
$2.4M +$63.1K +1,040 +3%
AIM
955
Anchor Investment Management
South Carolina
$2.39M -$45.8K -755 -2%
WKWM
956
Walter & Keenan Wealth Management
Indiana
$2.38M +$77.8K +1,284 +3%
QT
957
Quantbot Technologies
New York
$2.38M -$8.89M -146,707 -79%
EVM
958
Evelyn V. Moreno
$2.38M -$33.3K -550 -1%
DIA
959
Denver Investment Advisors
Colorado
$2.38M -$63.1K -1,040 -3%
VDI
960
Vaughan David Investments
Illinois
$2.37M -$87.5K -1,444 -4%
SGI
961
Summit Global Investments
Utah
$2.37M +$920K +15,172 +64%
VWM
962
Valley Wealth Managers
New Jersey
$2.37M -$288K -4,748 -11%
SFG
963
SevenBridge Financial Group
Pennsylvania
$2.36M +$78.9K +1,301 +3%
PAI
964
Pittenger & Anderson Inc
Nebraska
$2.35M +$43.2K +712 +2%
BCMO
965
Buckingham Capital Management (Ohio)
Ohio
$2.35M -$10.3K -170 -0.4%
PWW
966
Pettyjohn Wood & White
Virginia
$2.32M -$99.1K -1,635 -4%
MCM
967
Manchester Capital Management
Vermont
$2.31M
SACTSONJ
968
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.31M -$254K -4,192 -10%
BCB
969
Brian C. Broderick
$2.3M -$352K -5,813 -13%
WHG
970
Westwood Holdings Group
Texas
$2.3M -$236K -3,885 -9%
BIMC
971
Benson Investment Management Company
Virginia
$2.29M +$38.1K +629 +2%
SA
972
Sicart Associates
New York
$2.29M
RWM
973
Rench Wealth Management
Texas
$2.29M +$221K +3,637 +11%
HWA
974
Heritage Wealth Advisors
Virginia
$2.28M +$77.1K +1,272 +4%
MIM
975
Montgomery Investment Management
Maryland
$2.28M -$153K -2,526 -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.