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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
CPIM
1076
Columbia Partners Investment Management
Virginia
$1.78M -$970 -16 -0.1%
First Eagle Investment Management
1077
First Eagle Investment Management
New York
$1.78M +$1.27M +20,960 +257%
PCM
1078
Prelude Capital Management
New York
$1.78M +$1.12M +18,402 +173%
APTFM
1079
AGUR Provident & Training Funds Management
Israel
$1.77M
DI
1080
Diligent Investors
California
$1.77M -$45.7K -754 -3%
NA
1081
NewEdge Advisors
Louisiana
$1.77M -$34.8K -574 -2%
BG
1082
Bellevue Group
Switzerland
$1.76M
CIC
1083
Carnegie Investment Counsel
Ohio
$1.76M -$43.8K -722 -2%
MWM
1084
Mission Wealth Management
California
$1.76M -$441K -7,274 -20%
ANRIA
1085
American National Registered Investment Advisor
Texas
$1.76M -$432K -7,126 -20%
HB
1086
Homrich & Berg
Georgia
$1.74M -$40.3K -665 -2%
GWI
1087
Grace & White Inc
New York
$1.74M
CS
1088
Cannell & Spears
New York
$1.74M +$68.6K +1,132 +4%
HCM
1089
Hodges Capital Management
Texas
$1.74M -$43.5K -717 -2%
BGC
1090
Blue Granite Capital
South Carolina
$1.73M -$1.12M -18,434 -39%
TWM
1091
Torch Wealth Management
Ohio
$1.72M -$18.7K -309 -1%
ECM
1092
Evergreen Capital Management
Washington
$1.71M +$1.44M +23,716 +547%
GIA
1093
GHP Investment Advisors
Colorado
$1.69M +$62.3K +1,028 +4%
BWAM
1094
Boyd Watterson Asset Management
Ohio
$1.69M +$4.24K +70 +0.3%
BJL
1095
Brighton Jones LLC
Washington
$1.68M -$41.7K -688 -2%
MNBTD
1096
Moody National Bank Trust Division
Texas
$1.68M -$432K -7,126 -21%
VFA
1097
Valeo Financial Advisors
Indiana
$1.68M +$1.66M +27,422 New
ECM
1098
EagleClaw Capital Management
Massachusetts
$1.67M -$1.58K -26 -0.1%
NERM
1099
New England Research & Management
Illinois
$1.67M +$766K +12,629 +86%
HFM
1100
Hartford Financial Management
Connecticut
$1.66M +$6.37K +105 +0.4%

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.