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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
RA
1126
Rational Advisors
New York
$1.54M -$661K -10,896 -30%
DDC
1127
DF Dent & Co
Maryland
$1.54M +$5.28K +87 +0.3%
FBT
1128
First Bank & Trust
South Dakota
$1.53M -$200K -3,301 -12%
FHC
1129
First Heartland Consultants
Missouri
$1.52M -$7.7K -127 -0.5%
GIP
1130
Granite Investment Partners
California
$1.52M +$244K +4,031 +19%
CCP
1131
Corient Capital Partners
California
$1.52M -$174K -2,867 -10%
PGA
1132
Portland Global Advisors
Maine
$1.52M
BWL
1133
Bogart Wealth LLC
Virginia
$1.52M +$14.7K +242 +1%
SWM
1134
Stockman Wealth Management
Montana
$1.52M +$239K +3,938 +19%
CBU
1135
CIBC Bank USA
Illinois
$1.51M +$97K +1,600 +7%
EWM
1136
Edge Wealth Management
New York
$1.5M +$2.67K +44 +0.2%
VCAM
1137
Van Cleef Asset Management
Ohio
$1.5M +$61 +1 +0%
SBL
1138
Sargent Bickham Lagudis
Colorado
$1.48M +$38.1K +629 +3%
P
1139
Pitcairn
Pennsylvania
$1.48M -$63.1K -1,040 -4%
BP
1140
Ballentine Partners
Massachusetts
$1.48M +$240K +3,962 +20%
GCM
1141
Glynn Capital Management
California
$1.48M
BAM
1142
Brave Asset Management
New Jersey
$1.47M -$61.1K -1,008 -4%
IAMOG
1143
Investors Asset Management of Georgia
Georgia
$1.47M -$59.5K -981 -4%
NFA
1144
Nuveen Fund Advisors
Illinois
$1.47M -$365K -6,028 -20%
GAM
1145
Gould Asset Management
California
$1.47M +$34.4K +567 +2%
HL
1146
HeadInvest LLC
Maine
$1.45M -$19.1K -315 -1%
DHFB
1147
Dixon Hubard Feinour & Brown
Virginia
$1.45M
FFA
1148
First Foundation Advisors
California
$1.43M -$305K -5,025 -18%
WCBA
1149
Weaver C. Barksdale & Associates
Tennessee
$1.43M
MPWT
1150
MassMutual Private Wealth & Trust
Connecticut
$1.42M +$441K +7,272 +45%

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.