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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
BMC
1251
Beaton Management Company
Massachusetts
$1.14M +$2.61K +43 +0.2%
Mackenzie Financial
1252
Mackenzie Financial
Ontario, Canada
$1.14M +$40.1K +661 +4%
WG
1253
Winton Group
United Kingdom
$1.14M -$1.71M -28,235 -60%
IH
1254
IFC Holdings
Florida
$1.14M +$909 +15 +0.1%
JIC
1255
Joel Isaacson & Co
New York
$1.13M +$69.9K +1,153 +7%
CA
1256
Cambridge Advisors
Nebraska
$1.13M -$31.8K -524 -3%
MWP
1257
MYCIO Wealth Partners
Pennsylvania
$1.12M +$51.9K +856 +5%
CIM
1258
CIM Investment Management
Pennsylvania
$1.11M -$56.1K -925 -5%
PCP
1259
Proficio Capital Partners
Massachusetts
$1.11M +$43.8K +722 +4%
GAM
1260
Gemmer Asset Management
California
$1.11M +$272K +4,485 +33%
PFBT
1261
Parkside Financial Bank & Trust
Missouri
$1.1M +$6.06K +100 +0.6%
MCM
1262
McKinley Capital Management
Alaska
$1.09M -$135K -2,224 -11%
CIP
1263
Cornerstone Investment Partners
Georgia
$1.09M +$13.9K +230 +1%
SSWM
1264
Sheets Smith Wealth Management
North Carolina
$1.09M +$546 +9 +0.1%
NJBEST
1265
New Jersey Better Educational Savings Trust
New Jersey
$1.09M +$63.5K +1,048 +6%
FLI
1266
Family Legacy Inc
South Carolina
$1.09M -$609K -10,051 -36%
S
1267
SignatureFD
Georgia
$1.07M +$9.52K +157 +0.9%
TG
1268
TLP Group
Illinois
$1.07M +$806K +13,291 +317%
CFA
1269
Camarda Financial Advisors
Florida
$1.05M -$15.6K -258 -1%
YIA
1270
YHB Investment Advisors
Connecticut
$1.05M -$285K -4,696 -21%
BCA
1271
Benchmark Capital Advisors
New York
$1.04M -$108K -1,782 -9%
WIM
1272
Waverton Investment Management
United Kingdom
$1.04M
BAM
1273
Bruderman Asset Management
New York
$1.04M -$47.8K -789 -4%
VNIM
1274
Vaughan Nelson Investment Management
Texas
$1.04M
CWM
1275
Circle Wealth Management
New Jersey
$1.03M +$5.94K +98 +0.6%

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.