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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
VIA
1376
Virtus Investment Advisers
Connecticut
$773K -$84.2K -1,389 -10%
WP
1377
WMS Partners
Maryland
$770K +$59.3K +978 +8%
HCA
1378
Harbour Capital Advisors
Virginia
$768K +$762K +12,570 New
SSG
1379
Summit Securities Group
New York
$768K +$762K +12,576 New
MCM
1380
Marathon Capital Management
Maryland
$767K -$3.15K -52 -0.4%
GCM
1381
Grisanti Capital Management
New York
$765K +$16.9K +278 +2%
RL
1382
Ruffer LLP
United Kingdom
$764K -$302K -4,983 -28%
IFWM
1383
Institute for Wealth Management
Colorado
$760K +$36.2K +597 +5%
HCM
1384
Hall Capital Management
Rhode Island
$759K +$2.55K +42 +0.3%
PCMM
1385
Private Capital Management (Minnesota)
Minnesota
$756K
FDS
1386
First Dallas Securities
Texas
$755K +$20.5K +338 +3%
HT
1387
Heritage Trust
Oklahoma
$754K +$454K +7,486 +154%
LKIM
1388
Lawson Kroeker Investment Management
Nebraska
$752K -$31.8K -524 -4%
OCM
1389
Osterweis Capital Management
California
$752K
PFC
1390
Poplar Forest Capital
California
$749K -$108K -1,781 -13%
KAM
1391
Kazazian Asset Management
Florida
$747K +$306K +5,045 +70%
SS
1392
Simplicity Solutions
Minnesota
$743K -$2.13M -35,051 -74%
HWA
1393
HCR Wealth Advisors
California
$741K +$5.33K +88 +0.7%
FWM
1394
Focused Wealth Management
New York
$739K +$171K +2,821 +30%
CIC
1395
Chilton Investment Company
Connecticut
$737K -$8.43K -139 -1%
PFM
1396
Parsec Financial Management
North Carolina
$736K
DTL
1397
Dynamic Technology Lab
Singapore
$736K +$731K +12,052 New
IFS
1398
Ifrah Financial Services
Arkansas
$735K -$3.52K -58 -0.5%
SWK
1399
Stephen W. Kidder
$734K -$6.3K -104 -0.9%
MBT
1400
Montecito Bank & Trust
California
$732K -$4.24K -70 -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.