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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
WC
1276
Whitnell & Co
Illinois
$1.02M
HCM
1277
Hollencrest Capital Management
California
$1.02M -$2.63M -43,303 -72%
PWSG
1278
Pacific Wealth Strategies Group
California
$1.02M +$181K +2,992 +22%
RMA
1279
Roffman Miller Associates
Pennsylvania
$1.01M -$82.3K -1,357 -8%
AAM
1280
Aureus Asset Management
Massachusetts
$1.01M +$448K +7,388 +81%
BIC
1281
Bridges Investment Counsel
Nebraska
$1.01M -$1.76M -28,997 -64%
CIA
1282
CCM Investment Advisers
South Carolina
$1M -$190K -3,128 -16%
RCM
1283
RNC Capital Management
California
$1M -$364 -6 -0%
LA
1284
LVW Advisors
New York
$1M +$995K +16,417 New
BWM
1285
BigSur Wealth Management
Florida
$1M
SQA
1286
Simon Quick Advisors
New Jersey
$999K +$20.9K +344 +2%
ACP
1287
Aviance Capital Partners
Florida
$997K
PAM
1288
Peak Asset Management
Colorado
$995K -$243 -4 -0%
OIA
1289
Optimum Investment Advisors
Illinois
$993K +$34.9K +576 +4%
FIM
1290
Frontier Investment Management
Texas
$991K +$40.6K +669 +4%
TPWA
1291
TRUE Private Wealth Advisors
Oregon
$990K -$3.15K -52 -0.3%
AWA
1292
Arete Wealth Advisors
Illinois
$985K +$22.1K +364 +2%
AWM
1293
Altavista Wealth Management
North Carolina
$983K +$54K +891 +6%
LNC
1294
Lincoln National Corp
Pennsylvania
$983K +$92.2K +1,520 +10%
MSU
1295
Mizuho Securities USA
New York
$980K +$973K +16,042 New
BWM
1296
BerganKDV Wealth Management
Minnesota
$967K +$21.9K +362 +2%
TIP
1297
Torray Investment Partners
Maryland
$960K -$215K -3,547 -18%
DAC
1298
Dividend Assets Capital
South Carolina
$959K +$214K +3,537 +29%
UF
1299
Univest Financial
Pennsylvania
$958K +$31.9K +527 +3%
TSWM
1300
Triangle Securities Wealth Management
North Carolina
$956K -$11K -181 -1%

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.