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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
NSAM
1226
North Star Asset Management
Wisconsin
$1.21M -$13.3K -220 -1%
WIA
1227
Westbourne Investment Advisors
Maryland
$1.21M -$44.5K -734 -4%
BMCM
1228
Bryn Mawr Capital Management
Pennsylvania
$1.21M -$11.6K -192 -1%
ARMT
1229
Amica Retiree Medical Trust
Rhode Island
$1.21M
PIM
1230
Platinum Investment Management
Australia
$1.2M
SFWA
1231
Summit Financial Wealth Advisors
Louisiana
$1.19M +$141K +2,323 +14%
CPO
1232
Cerity Partners OCIO
New York
$1.19M +$286K +4,713 +32%
SJIM
1233
St. Johns Investment Management
Florida
$1.19M -$22.2K -366 -2%
TWA
1234
TCI Wealth Advisors
Arizona
$1.18M -$29.6K -488 -2%
NCM
1235
Noesis Capital Mangement
Florida
$1.18M -$12.6K -208 -1%
SC
1236
Savant Capital
Illinois
$1.18M +$7.58K +125 +0.7%
CD
1237
Carl Domino
Florida
$1.17M -$106K -1,750 -8%
WAP
1238
Wealthcare Advisory Partners
Pennsylvania
$1.17M +$1.14M +18,876 +6,169%
PH
1239
Pinnacle Holdings
Oklahoma
$1.17M +$72.8K +1,200 +7%
NAMP
1240
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.17M
KCM
1241
Kanawha Capital Management
Virginia
$1.16M -$41.3K -681 -3%
SLT
1242
St Louis Trust
Missouri
$1.16M -$152K -2,515 -12%
BW
1243
Bison Wealth
Georgia
$1.16M -$51.5K -849 -4%
RCAG
1244
Rehmann Capital Advisory Group
Michigan
$1.16M +$177K +2,920 +18%
PCMI
1245
Paradigm Capital Management Inc
New York
$1.15M
QIM
1246
Quest Investment Management
Oregon
$1.15M
PHIMC
1247
Private Harbour Investment Management & Counsel
Ohio
$1.15M -$64.1K -1,058 -5%
PFSC
1248
Peoples Financial Services Corp
Pennsylvania
$1.15M -$12.7K -210 -1%
HAG
1249
HighPoint Advisor Group
Illinois
$1.15M +$35.2K +580 +3%
SFG
1250
Summit Financial Group
West Virginia
$1.15M +$57.2K +944 +5%

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.