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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
OA
1401
Oxbow Advisors
Texas
$731K -$5.4K -89 -0.7%
ST
1402
Spot Trading
Illinois
$730K -$3.53M -58,147 -83%
CBT
1403
Central Bank & Trust
Kentucky
$729K -$38.2K -630 -5%
NFC
1404
Northeast Financial Consultants
Connecticut
$723K
MMG
1405
Monetary Management Group
Missouri
$723K +$178K +2,934 +33%
WA
1406
Wealth Architects
California
$718K +$33.6K +555 +5%
BI
1407
Boulegeris Investments
Georgia
$718K +$125K +2,054 +21%
TRIM
1408
Thompson Rubinstein Investment Management
Oregon
$713K +$50.8K +838 +8%
AFNAS
1409
American Financial Network Advisory Services
California
$713K +$708K +11,678 New
LRPA
1410
L. Roy Papp & Associates
Arizona
$711K +$2.49K +41 +0.4%
FMTCOCP
1411
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$710K +$7.76K +128 +1%
LCM
1412
LVM Capital Management
Michigan
$708K +$51.4K +848 +8%
HCM
1413
Harvest Capital Management
New Hampshire
$707K
PFS
1414
Prospera Financial Services
Texas
$707K +$92.8K +1,530 +15%
MPAM
1415
Murphy Pohlad Asset Management
Minnesota
$706K
PAWC
1416
P.A.W. Capital
Connecticut
$704K
AIA
1417
AIMZ Investment Advisors
California
$704K +$182 +3 +0%
EA
1418
Elm Advisors
California
$702K -$22.3K -367 -3%
TSS
1419
Two Sigma Securities
New York
$693K -$400K -6,593 -37%
BIM
1420
Barton Investment Management
Pennsylvania
$688K -$11.2K -184 -2%
ICM
1421
IMS Capital Management
Oregon
$686K -$12.6K -208 -2%
ACM
1422
Americafirst Capital Management
California
$686K +$680K +11,224 New
FCAG
1423
First Capital Advisors Group
New Jersey
$683K +$14.1K +233 +2%
SC
1424
Schulhoff & Co
Ohio
$682K
WP
1425
WealthSource Partners
California
$681K -$84.9K -1,401 -11%

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.