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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
MBTD
976
Mechanics Bank - Trust Department
California
$2.27M -$7.03K -116 -0.3%
FIB
977
First Interstate Bank
Montana
$2.27M +$100K +1,657 +5%
HI
978
Horizon Investments
North Carolina
$2.27M +$1.52M +25,145 +206%
CCM
979
Chickasaw Capital Management
Tennessee
$2.26M
OWD
980
Osborn Williams & Donohoe
Ohio
$2.24M -$12.7K -210 -0.6%
DT
981
Diversified Trust
Tennessee
$2.24M -$54.9K -905 -2%
KSCM
982
Kamunting Street Capital Management
Florida
$2.24M +$2.22M +36,680 New
NIM
983
Northeast Investment Management
Massachusetts
$2.24M +$372K +6,131 +20%
WWM
984
Willingdon Wealth Management
North Carolina
$2.23M +$88.3K +1,456 +4%
AWM
985
AE Wealth Management
Kansas
$2.23M -$224K -3,695 -9%
CP
986
Corbenic Partners
Pennsylvania
$2.22M -$16.1K -266 -0.7%
MCIM
987
Meadow Creek Investment Management
Georgia
$2.22M -$2.74M -45,156 -55%
FLPIM
988
F.L. Putnam Investment Management
Massachusetts
$2.22M +$2.2M +36,263 New
WSCM
989
Wellington Shields Capital Management
New York
$2.21M -$140K -2,306 -6%
RBA
990
Richard Bernstein Advisors
New York
$2.21M
PG
991
Patten Group
Tennessee
$2.21M -$6.06K -100 -0.3%
CC
992
Cipher Capital
New York
$2.21M -$5.42M -89,347 -71%
OPTFSNA
993
Old Point Trust & Financial Services N A
Virginia
$2.2M +$213K +3,511 +11%
APP
994
Avantax Planning Partners
Iowa
$2.19M +$41.8K +689 +2%
DWT
995
Dorsey & Whitney Trust
South Dakota
$2.19M -$160K -2,631 -7%
LJHT
996
Laurie J. Hall Trustee
$2.19M -$6.37K -105 -0.3%
IUHSA
997
Itau Unibanco Holding S.A.
Brazil
$2.19M +$611K +10,071 +801%
PFPT
998
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.18M -$80.9K -1,335 -4%
AssetMark Inc
999
AssetMark Inc
California
$2.17M -$466K -7,686 -18%
BCM
1000
Bayesian Capital Management
New York
$2.17M +$2.15M +35,527 New

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.