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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
WF
1101
WealthTrust Fairport
Ohio
$1.65M +$49.9K +823 +3%
IIC
1102
Ironwood Investment Counsel
Arizona
$1.64M
FPCG
1103
Fort Pitt Capital Group
Pennsylvania
$1.64M +$223K +3,670 +16%
PIM
1104
Penobscot Investment Management
Massachusetts
$1.63M
AMIM
1105
Aull & Monroe Investment Management
Alabama
$1.63M -$19K -314 -1%
HIC
1106
Holderness Investments Company
North Carolina
$1.63M -$14.6K -241 -0.9%
CFA
1107
Carroll Financial Associates
North Carolina
$1.63M +$13.2K +217 +0.8%
HAM
1108
Highstreet Asset Management
Ontario, Canada
$1.62M +$77.8K +1,284 +5%
AUB
1109
Atlantic Union Bankshares
Virginia
$1.62M -$59.4K -980 -4%
FANJ
1110
Financial Architects (New Jersey)
New Jersey
$1.61M -$54.3K -896 -3%
OC
1111
Oakworth Capital
Alabama
$1.61M +$36.3K +598 +2%
FAM
1112
Formidable Asset Management
Ohio
$1.61M +$55.3K +912 +3%
PA
1113
Parallel Advisors
California
$1.59M -$90.2K -1,488 -5%
ATC
1114
Argent Trust Co
Tennessee
$1.59M -$16.2K -267 -1%
PGIM
1115
Pacific Global Investment Management
California
$1.59M +$197K +3,254 +14%
HW
1116
Hancock Whitney
Mississippi
$1.57M -$9.46K -156 -0.6%
WEC
1117
Winslow Evans & Crocker
Massachusetts
$1.57M -$191K -3,155 -11%
WA
1118
WBH Advisory
Maryland
$1.56M -$303 -5 -0%
WFG
1119
Wills Financial Group
Virginia
$1.56M -$61.5K -1,015 -4%
ST
1120
Smithfield Trust
Pennsylvania
$1.56M -$15.9K -262 -1%
SFSIG
1121
San Francisco Sentry Investment Group
California
$1.55M +$190K +3,136 +14%
SC
1122
Searle & Co
Connecticut
$1.55M
FHA
1123
Flagship Harbor Advisors
Massachusetts
$1.54M +$33.2K +547 +2%
BHBT
1124
Burke & Herbert Bank & Trust
Virginia
$1.54M -$49K -808 -3%
LWAC
1125
Laurel Wealth Advisors (California)
California
$1.54M -$24.7K -407 -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.