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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
BSWMG
1301
Barrington Strategic Wealth Management Group
Illinois
$956K -$6.3K -104 -0.7%
WPP
1302
Whalerock Point Partners
Rhode Island
$956K +$63.4K +1,046 +7%
TFF
1303
The Family Firm
Maryland
$955K -$2.55K -42 -0.3%
HHC
1304
Hutchin Hill Capital
New York
$954K +$947K +15,615 New
WPA
1305
West Paces Advisors
Georgia
$952K -$13.5K -222 -1%
SAM
1306
Security Asset Management
New York
$952K +$10.3K +170 +1%
VC
1307
Vicus Capital
Pennsylvania
$950K +$351K +5,782 +59%
RCA
1308
Rowland Carmichael Advisors
Arizona
$943K -$26.6K -439 -3%
PAM
1309
Premier Asset Management
Illinois
$937K -$25.4K -419 -3%
SFM
1310
Signet Financial Management
New Jersey
$934K +$28.6K +472 +3%
BDF
1311
Balasa Dinverno & Foltz
$934K +$38K +627 +4%
IP
1312
Investment Partners
Ohio
$931K -$16.9K -279 -2%
PIA
1313
Peachtree Investment Advisors
Georgia
$931K
LF
1314
Lee Financial
Texas
$930K -$24.2K -399 -3%
DWM
1315
Dorchester Wealth Management
Quebec, Canada
$930K
KA
1316
Kovack Advisors
Florida
$929K -$53.3K -879 -5%
LMAM
1317
Legg Mason Asset Management
Japan
$929K -$31.8K -524 -3%
IT
1318
Independence Trust
Tennessee
$929K -$3.15K -52 -0.3%
NHC
1319
Nicholas Hoffman & Company
Georgia
$928K -$5.28K -87 -0.6%
TBNY
1320
Trustco Bank (New York)
New York
$924K
QI
1321
Quotient Investors
New York
$919K
NED
1322
Nancy E. Dempze
$914K -$1.58K -26 -0.2%
AB
1323
Atlas Brown
Kentucky
$914K +$318K +5,239 +54%
JCM
1324
Janney Capital Management
Pennsylvania
$907K -$59.5K -981 -6%
TFA
1325
Transamerica Financial Advisors
Florida
$903K -$19.8K -326 -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.