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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
GW
1151
GW & Wade
Massachusetts
$1.42M -$3.76K -62 -0.3%
BFEC
1152
Benjamin F. Edwards & Company
Missouri
$1.41M -$121 -2 -0%
BAAM
1153
Baker Avenue Asset Management
California
$1.41M +$139K +2,300 +11%
NWP
1154
Northstar Wealth Partners
Connecticut
$1.41M +$212K +3,498 +18%
Fuller & Thaler Asset Management
1155
Fuller & Thaler Asset Management
California
$1.41M -$762K -12,576 -35%
PL
1156
Plancorp LLC
Missouri
$1.4M -$127K -2,093 -8%
CC
1157
Cadinha & Co
Hawaii
$1.4M -$28.6K -472 -2%
PA
1158
Probity Advisors
Texas
$1.4M +$38.9K +641 +3%
WA
1159
Waverly Advisors
Alabama
$1.39M -$30.7K -506 -2%
MWM
1160
Modera Wealth Management
New Jersey
$1.39M +$808K +13,331 +142%
QSS
1161
Quantitative Systematic Strategies
Florida
$1.38M -$967K -15,946 -41%
ROTUOC
1162
Regents of the University of California
California
$1.38M
RB
1163
Rodgers Brothers
Pennsylvania
$1.38M +$89.1K +1,469 +7%
TW
1164
Transform Wealth
Colorado
$1.38M +$1.37M +22,574 New
MFW
1165
Meristem Family Wealth
Minnesota
$1.38M
CDH
1166
Charles D. Hyman
$1.38M +$140K +2,309 +11%
CFN
1167
Cordasco Financial Network
Florida
$1.37M +$123K +2,023 +10%
MF
1168
Magnetar Financial
Illinois
$1.37M -$1.81M -29,877 -57%
FAM
1169
Foresters Asset Management
Ontario, Canada
$1.37M +$121K +1,991 +12%
CCMW
1170
Cypress Capital Management (Wyoming)
Wyoming
$1.37M +$6.37K +105 +0.5%
BPCE
1171
Bank Pictet & Cie (Europe)
Germany
$1.37M +$290K +4,779 +27%
HH
1172
Hilltop Holdings
Texas
$1.36M -$531K -8,760 -28%
NAM
1173
NTV Asset Management
West Virginia
$1.36M +$485 +8 +0%
CCM
1174
Compton Capital Management
Rhode Island
$1.36M -$1.15K -19 -0.1%
LPIC
1175
LeJeune Puetz Investment Counsel
Michigan
$1.35M

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.