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
CCC
1351
Chelsea Counsel Company
California
$824K +$182 +3 +0%
BCM
1352
Buckhead Capital Management
Georgia
$823K +$28.9K +477 +4%
MMPW
1353
Mitchell McLeod Pugh & Williams
Alabama
$822K -$47.7K -786 -6%
MSR
1354
Main Street Research
Connecticut
$819K -$137K -2,262 -14%
FBC
1355
Fairfield, Bush & Co
Connecticut
$818K
CAG
1356
Crestwood Advisors Group
Massachusetts
$816K +$37.2K +614 +5%
TI
1357
Trexquant Investment
Connecticut
$811K +$564K +9,295 +233%
BEC
1358
Blue Edge Capital
Virginia
$810K
PAS
1359
Park Avenue Securities
New York
$809K +$126K +2,076 +19%
NFG
1360
Nations Financial Group
Iowa
$806K -$17.6K -291 -2%
AF
1361
Aldebaran Financial
$804K +$3.64K +60 +0.5%
CAM
1362
Close Asset Management
United Kingdom
$803K -$31.8K -524 -4%
CWA
1363
Cypress Wealth Advisors
California
$803K -$9.4K -155 -1%
HAIM
1364
Hunter Associates Investment Management
Pennsylvania
$799K -$25.4K -419 -3%
HKIM
1365
Hayek Kallen Investment Management
Alabama
$796K +$2.91K +48 +0.4%
DAM
1366
Delta Asset Management
Tennessee
$794K +$546 +9 +0.1%
FFC
1367
First Financial Corp
Indiana
$792K -$1.15K -19 -0.1%
NCMW
1368
Northern Capital Management (Wisconsin)
Wisconsin
$789K +$289K +4,769 +59%
FFS
1369
Founders Financial Securities
Maryland
$781K +$34.7K +573 +5%
FIM
1370
Freedom Investment Management
Connecticut
$780K -$74.5K -1,229 -9%
FCMT
1371
Founders Capital Management (Texas)
Texas
$779K -$6.37K -105 -0.8%
Westfield Capital Management
1372
Westfield Capital Management
Massachusetts
$779K
SFM
1373
Signature Financial Management
Virginia
$779K +$98.8K +1,630 +13%
CA
1374
Cornerstone Advisory
Maryland
$778K +$65.8K +1,085 +9%
NPT
1375
Nixon Peabody Trust
Massachusetts
$776K -$25.4K -419 -3%

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.