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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
NPC
1001
National Planning Corporation
California
$2.17M -$12.9K -212 -0.6%
FCCM
1002
First City Capital Management
Georgia
$2.17M -$17.9K -295 -0.8%
AA
1003
Ancora Advisors
Ohio
$2.16M +$259K +4,279 +14%
KIG
1004
Kessler Investment Group
Indiana
$2.16M -$28.4K -469 -1%
NFG
1005
Next Financial Group
Texas
$2.16M -$429K -7,076 -17%
AFM
1006
Abbot Financial Management
Massachusetts
$2.16M +$6.55K +108 +0.3%
BL
1007
BFSG LLC
California
$2.15M -$110K -1,815 -5%
DCM
1008
Dynamic Capital Management
Jersey
$2.15M +$1.4M +23,019 +190%
GBT
1009
Grove Bank & Trust
Florida
$2.14M +$30.5K +503 +1%
WCM
1010
Washington Capital Management
Washington
$2.13M
FNB
1011
Farmers National Bank
Kentucky
$2.13M -$125K -2,066 -6%
Wealth Enhancement Advisory Services
1012
Wealth Enhancement Advisory Services
Minnesota
$2.13M +$2.09M +34,503 New
HCM
1013
Hengehold Capital Management
Ohio
$2.12M +$31.1K +513 +1%
SAM
1014
Symphony Asset Management
California
$2.12M -$188K -3,104 -8%
IAA
1015
Independent Advisor Alliance
North Carolina
$2.11M +$184K +3,040 +10%
AC
1016
Abbrea Capital
California
$2.1M
IWA
1017
IBEX Wealth Advisors
New Jersey
$2.09M +$17.3K +285 +0.8%
FG
1018
Fiduciary Group
Georgia
$2.08M -$36.2K -597 -2%
CAMG
1019
CWA Asset Management Group
Florida
$2.06M +$115K +1,900 +6%
SFI
1020
SPC Financial Inc
Maryland
$2.06M +$66.4K +1,095 +3%
DCM
1021
Donaldson Capital Management
Indiana
$2.06M +$1.65M +27,166 +412%
KFS
1022
Kurt F. Somerville
$2.04M -$203K -3,354 -9%
KFBMI
1023
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.03M
SMG
1024
Spectrum Management Group
Indiana
$2.03M +$143K +2,362 +8%
IIC
1025
Integrated Investment Consultants
Michigan
$2.03M +$3.21K +53 +0.2%

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.