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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
EWA
1176
Exencial Wealth Advisors
Oklahoma
$1.35M +$1.34M +22,155 New
KCM
1177
Kempner Capital Management
Texas
$1.35M +$25.8K +426 +2%
TIM
1178
Thompson Investment Management
Wisconsin
$1.34M -$9.52K -157 -0.7%
MHS
1179
M Holdings Securities
Oregon
$1.34M +$107K +1,769 +9%
SIC
1180
Shoker Investment Counsel
Ohio
$1.34M -$19.9K -328 -1%
FPB
1181
First PREMIER Bank
South Dakota
$1.34M +$105K +1,737 +9%
PAM
1182
Palisade Asset Management
Minnesota
$1.33M +$42.6K +702 +3%
MC
1183
Mathes Company
New York
$1.32M -$144K -2,375 -10%
ACM
1184
Ativo Capital Management
Illinois
$1.32M -$182 -3 -0%
GJIC
1185
Gamble Jones Investment Counsel
California
$1.32M -$38.8K -640 -3%
PK
1186
Pflug Koory
Nebraska
$1.32M
FCT
1187
Family Capital Trust
Massachusetts
$1.32M -$9.52K -157 -0.7%
BTNA
1188
Bremer Trust National Association
Minnesota
$1.31M -$14.7K -242 -1%
MSS
1189
Mitchell Sinkler & Starr
Pennsylvania
$1.31M +$19.1K +315 +1%
QCG
1190
Quadrant Capital Group
Ohio
$1.31M -$1.39K -23 -0.1%
WI
1191
Wintrust Investments
Illinois
$1.31M +$65.2K +1,076 +5%
DMC
1192
Drexel Morgan & Co
Pennsylvania
$1.3M -$29.9K -493 -2%
BO
1193
BRR OpCo
Ohio
$1.3M -$48.4K -799 -4%
AL
1194
Aspiriant LLC
California
$1.3M -$82.3K -1,358 -6%
Cetera Investment Advisers
1195
Cetera Investment Advisers
Illinois
$1.29M -$2.42K -40 -0.2%
SLF
1196
Sun Life Financial
Ontario, Canada
$1.29M -$160K -2,633 -11%
FC
1197
Forte Capital
New York
$1.28M -$12.7K -209 -1%
ASC
1198
Atalanta Sosnoff Capital
New York
$1.28M -$862K -14,211 -40%
SWM
1199
Segment Wealth Management
Texas
$1.28M +$72.6K +1,197 +6%
EFSCE
1200
Enterprise Financial Services Corp (EFSC)
Missouri
$1.28M -$38K -627 -3%

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.