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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
SFG
1476
SNS Financial Group
Minnesota
$580K +$17.3K +285 +3%
TBA
1477
Train Babcock Advisors
New York
$578K +$12.7K +209 +2%
CCA
1478
Conservest Capital Advisors
Pennsylvania
$574K -$9.46K -156 -2%
AIA
1479
Allegis Investment Advisors
Idaho
$572K -$71.8K -1,184 -11%
SMC
1480
Smith, Moore & Co
Missouri
$571K +$190K +3,137 +51%
GHAM
1481
Gilman Hill Asset Management
Connecticut
$570K -$123K -2,035 -18%
CWM
1482
Cornerstone Wealth Management
Missouri
$570K +$24.2K +399 +5%
HJA
1483
Hugh Johnson Advisors
New York
$570K +$195K +3,213 +53%
BCM
1484
BlueCrest Capital Management
Jersey
$569K -$745K -12,296 -57%
GCP
1485
GSA Capital Partners
United Kingdom
$567K -$376K -6,207 -40%
CCB
1486
Cutter & Co Brokerage
Missouri
$567K +$21.5K +355 +4%
SLG
1487
Stanley-Laman Group
Pennsylvania
$565K -$55.9K -922 -9%
SFSG
1488
Stearns Financial Services Group
North Carolina
$564K -$227K -3,740 -29%
ACI
1489
Alpha Cubed Investments
California
$563K +$12.9K +212 +2%
PBO
1490
Peoples Bank (Ohio)
Ohio
$560K -$6.37K -105 -1%
EWM
1491
Endurance Wealth Management
Rhode Island
$559K +$9.52K +157 +2%
BPB
1492
Badgley, Phelps & Bell
Washington
$559K +$157K +2,596 +40%
CL
1493
CPWM LLC
Washington
$558K -$255K -4,210 -32%
HCC
1494
Hirtle Callaghan & Co
Pennsylvania
$556K +$540K +8,908 +4,616%
BBI
1495
Baxter Bros Inc
Connecticut
$551K +$61 +1 +0%
SCP
1496
Sandhill Capital Partners
New York
$550K -$14.6K -241 -3%
PCMC
1497
Paragon Capital Management (Colorado)
Colorado
$549K -$38.4K -634 -7%
OCG
1498
Opus Capital Group
Ohio
$549K -$37.5K -618 -6%
BOIA
1499
Bush ODonnell Investment Advisors
Missouri
$548K
VST
1500
Van Strum & Towne
California
$547K

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.