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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
LCM
1451
Lee Capital Management
New York
$640K
LPT
1452
Legacy Private Trust
Wisconsin
$638K -$31.5K -519 -5%
PP
1453
PagnatoKarp Partners
Virginia
$633K +$34.6K +570 +6%
KWM
1454
Kingsview Wealth Management
Oregon
$624K +$69.3K +1,143 +13%
BHB
1455
Bank Hapoalim BM
Israel
$623K +$241K +3,977 +64%
GXMC
1456
Global X Management Company
New York
$621K +$63.1K +1,041 +11%
NEPWA
1457
New England Private Wealth Advisors
Massachusetts
$617K -$34.6K -570 -5%
LOAMS
1458
Lombard Odier Asset Management (Switzerland)
Switzerland
$616K
CIAS
1459
Capital Investment Advisory Services
North Carolina
$615K -$7.28K -120 -1%
SCI
1460
Stableford Capital II
Arizona
$612K +$37.8K +623 +7%
AI
1461
Accredited Investors
Minnesota
$609K +$72.1K +1,189 +14%
HI
1462
Hendershot Investments
Virginia
$607K +$57.2K +943 +10%
CHP
1463
Cable Hill Partners
Oregon
$606K +$200K +3,307 +50%
AACR
1464
ACR Alpine Capital Research
Missouri
$599K +$485 +8 +0.1%
MWM
1465
Marietta Wealth Management
Georgia
$593K -$21.6K -357 -4%
AOWM
1466
Alpha Omega Wealth Management
Virginia
$593K -$21.3K -351 -3%
PCM
1467
Perkins Capital Management
Minnesota
$589K
FCH
1468
Freestone Capital Holdings
Washington
$589K +$4.3K +71 +0.7%
VWM
1469
Venturi Wealth Management
Texas
$588K +$579K +9,553 New
MA
1470
MCF Advisors
Kentucky
$587K +$4.18K +69 +0.7%
EWA
1471
EP Wealth Advisors
California
$587K +$275K +4,539 +90%
PCA
1472
Private Capital Advisors
Connecticut
$586K -$241K -3,983 -29%
CA
1473
Cortland Associates
Missouri
$586K -$43.1K -711 -7%
FPFS
1474
First Personal Financial Services
North Carolina
$583K +$5.28K +87 +0.9%
SXL
1475
Summit X LLC
Missouri
$582K +$54K +891 +10%

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.