We are live on ! Find out more

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
RC
1326
Randolph Company
Ohio
$902K
Wolverine Trading
1327
Wolverine Trading
Illinois
$891K +$135K +2,224 +18%
OAM
1328
Occidental Asset Management
California
$889K +$6.3K +104 +0.7%
SCA
1329
Snowden Capital Advisors
New York
$888K +$166K +2,731 +23%
WOC
1330
West Oak Capital
California
$884K -$2.24K -37 -0.3%
CAW
1331
Cornerstone Advisors (Washington)
Washington
$870K -$16K -264 -2%
SCG
1332
Sonata Capital Group
Washington
$865K +$121 +2 +0%
RA
1333
RFG Advisory
Alabama
$861K -$24.7K -407 -3%
NAM
1334
Needelman Asset Management
California
$859K
FMW
1335
Farr Miller & Washington
District of Columbia
$853K +$6.37K +105 +0.8%
FWP
1336
FAS Wealth Partners
Kansas
$852K +$53.5K +883 +7%
CGA
1337
Crescent Grove Advisors
Illinois
$850K -$237K -3,904 -22%
CA
1338
Capital Advantage
California
$849K +$238K +3,930 +39%
ADBIC
1339
A.D. Beadell Investment Counsel
Wisconsin
$848K
PP
1340
Pegasus Partners
Wisconsin
$847K +$35.2K +581 +4%
HJGA
1341
Hardman Johnston Global Advisors
Connecticut
$842K
AIM
1342
Alambic Investment Management
California
$840K -$595K -9,809 -42%
SOAMC
1343
Spirit of America Management Corp
New York
$839K
NG
1344
Northstar Group
New York
$839K +$17.3K +286 +2%
NL
1345
NWAM LLC
Washington
$838K -$47.8K -788 -5%
CAM
1346
Cubic Asset Management
Massachusetts
$837K +$2.55K +42 +0.3%
EGA
1347
E&G Advisors
Texas
$834K +$140K +2,306 +20%
RWP
1348
RWA Wealth Partners
Massachusetts
$831K +$50.3K +829 +6%
WSC
1349
Wellington Shields & Co
New York
$828K
HIIFS
1350
Harel Insurance Investments & Financial Services
Israel
$824K -$34.6K -570 -4%

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.