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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
RMC
1051
Regis Management Company
California
$1.89M
PNAA
1052
Pictet North America Advisors
Switzerland
$1.88M -$137K -2,253 -7%
CFG
1053
Citizens Financial Group
Rhode Island
$1.87M +$265K +4,376 +17%
CCA
1054
Checchi Capital Advisers
California
$1.87M -$10.5K -173 -0.6%
BC
1055
Burney Company
Virginia
$1.86M +$42K +692 +2%
HIC
1056
Harvey Investment Company
Kentucky
$1.86M +$40K +660 +2%
RG
1057
Rikoon Group
New Mexico
$1.85M +$10.5K +174 +0.6%
SNT
1058
Security National Trust
West Virginia
$1.84M -$10.5K -174 -0.6%
BRC
1059
Bell Rock Capital
Delaware
$1.84M +$263K +4,331 +17%
NIT
1060
NumerixS Investment Technologies
British Columbia, Canada
$1.84M -$2.19M -36,155 -55%
CNAM
1061
Campbell Newman Asset Management
Wisconsin
$1.83M
PTC
1062
Philadelphia Trust Company
Pennsylvania
$1.83M +$74K +1,221 +4%
SMM
1063
Stadion Money Management
Georgia
$1.83M -$40.7K -672 -2%
CRC
1064
Curi RMB Capital
Illinois
$1.83M -$19.5K -322 -1%
QAM
1065
Quantres Asset Management
Cayman Islands
$1.83M +$1.47M +24,209 +420%
AP
1066
Appleton Partners
Massachusetts
$1.83M +$112K +1,845 +7%
MJP
1067
Michael J. Puzo
$1.82M -$25.4K -419 -1%
CPA
1068
Court Place Advisors
Maryland
$1.82M +$243 +4 +0%
HDIM
1069
Hanson & Doremus Investment Management
Vermont
$1.82M +$75.7K +1,248 +4%
MCP
1070
Mirador Capital Partners
California
$1.82M +$20.6K +339 +1%
SIAP
1071
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.81M +$16.4K +270 +0.9%
MCM
1072
Maple Capital Management
Vermont
$1.81M +$65.1K +1,074 +4%
BFC
1073
Blue Fin Capital
Rhode Island
$1.8M +$5.76K +95 +0.3%
1IA
1074
1834 Investment Advisors
Wisconsin
$1.79M -$34.7K -573 -2%
Verition Fund Management
1075
Verition Fund Management
Connecticut
$1.79M +$1.14M +18,770 +179%

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.