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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
CCM
1201
Cribstone Capital Management
Maine
$1.27M -$120K -1,986 -9%
YWP
1202
YorkBridge Wealth Partners
New York
$1.27M +$54.1K +893 +4%
SRC
1203
Shufro Rose & Co
New York
$1.27M +$1.23M +20,225 +3,823%
SFA
1204
Sequoia Financial Advisors
Ohio
$1.26M +$80.4K +1,326 +7%
SBSB
1205
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.26M -$29.7K -490 -2%
FMWA
1206
Forvis Mazars Wealth Advisors
Missouri
$1.26M -$643K -10,612 -34%
AAM
1207
Azzad Asset Management
Virginia
$1.25M +$39.4K +650 +3%
BSW
1208
Buckingham Strategic Wealth
Missouri
$1.25M +$75K +1,237 +6%
PFA
1209
Pure Financial Advisors
California
$1.25M -$2.85K -47 -0.2%
SM
1210
Sciencast Management
New Jersey
$1.25M +$861K +14,202 +155%
HSA
1211
HBK Sorce Advisory
Pennsylvania
$1.24M +$177K +2,921 +17%
CAG
1212
Csenge Advisory Group
Florida
$1.24M +$1.23M +20,337 New
SCA
1213
Sippican Capital Advisors
Massachusetts
$1.24M +$209K +3,447 +20%
WI
1214
WrapManager Inc
California
$1.24M -$293K -4,829 -19%
SWA
1215
SFMG Wealth Advisors
Texas
$1.24M -$109K -1,802 -8%
CG
1216
Colony Group
Massachusetts
$1.24M -$375K -6,183 -23%
MHIM
1217
MacNealy Hoover Investment Management
Ohio
$1.24M +$14.3K +236 +1%
NIMI
1218
Natixis Investment Managers International
France
$1.23M -$427K -7,039 -26%
TCM
1219
Telos Capital Management
California
$1.23M +$22.9K +377 +2%
ADL
1220
Asset Dedication LLC
California
$1.23M +$70K +1,155 +6%
BCM
1221
Bluefin Capital Management
New York
$1.23M +$881K +14,536 +262%
FPS
1222
Fieldpoint Private Securities
Connecticut
$1.23M +$150K +2,466 +14%
CFMC
1223
Curbstone Financial Management Corp
New Hampshire
$1.22M +$568K +9,364 +89%
TA
1224
Tiedemann Advisors
New York
$1.21M -$1.35M -22,332 -53%
NME
1225
Notis-McConarty Edward
$1.21M -$19K -314 -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.