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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
WFWM
1426
Wechter Feldman Wealth Management
New Jersey
$680K -$9.88K -163 -1%
VNA
1427
VNBTrust National Association
Virginia
$679K -$51.7K -852 -7%
FAM
1428
Fred Alger Management
New York
$675K -$953K -15,720 -59%
TIA
1429
Tiemann Investment Advisors
California
$674K
JWA
1430
JFS Wealth Advisors
Pennsylvania
$674K +$79.4K +1,310 +13%
PFS
1431
Physicians Financial Services
North Carolina
$672K
AEPG
1432
American Economic Planning Group
New Jersey
$672K +$185K +3,055 +38%
EIM
1433
Essex Investment Management
Massachusetts
$671K -$681K -11,239 -51%
ATC
1434
Adirondack Trust Company
New York
$670K -$38.1K -629 -5%
AB
1435
AT Bancorp
Iowa
$667K
FIM
1436
Fruth Investment Management
Texas
$666K -$25.5K -420 -4%
WA
1437
Wheatland Advisors
Pennsylvania
$666K
JGIA
1438
Jackson Grant Investment Advisers
Connecticut
$663K +$67.8K +1,119 +11%
VNA
1439
Valley National Advisers
Pennsylvania
$660K +$9.82K +162 +2%
FM
1440
Foster & Motley
Ohio
$658K -$13.5K -223 -2%
LGC
1441
Laurel Grove Capital
California
$658K
ACM
1442
Alethea Capital Management
Washington
$657K
TCM
1443
Traynor Capital Management
Pennsylvania
$655K +$3.15K +52 +0.5%
CWM
1444
Concentric Wealth Management
California
$651K +$667 +11 +0.1%
AC
1445
Alexandria Capital
Virginia
$647K
AWCI
1446
Alpine Woods Capital Investors
New York
$647K
AIM
1447
Avity Investment Management
Connecticut
$641K
LC
1448
LCNB Corp
Ohio
$641K +$20.7K +341 +3%
BC
1449
Birchview Capital
Vermont
$640K
BCM
1450
Boltwood Capital Management
California
$640K

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.