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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
SCA
1501
Sage Capital Advisors
South Dakota
$538K +$728 +12 +0.1%
MSTVIM
1502
Messner & Smith Theme Value Investment Management
California
$537K +$23.5K +388 +5%
OFW
1503
Omnia Family Wealth
Florida
$535K -$18.3K -302 -3%
WCM
1504
Windsor Capital Management
Arizona
$534K
TRCT
1505
Tower Research Capital (TRC)
New York
$533K -$122K -2,015 -19%
HFBOT
1506
Home Federal Bank of Tennessee
Tennessee
$533K -$4.79K -79 -0.9%
RI
1507
Ridgewood Investments
New Jersey
$533K +$113K +1,864 +27%
BOS
1508
Bank of Stockton
California
$531K
GAMC
1509
Garner Asset Management Corp
Texas
$530K +$9.52K +157 +2%
HPWM
1510
Highland Private Wealth Management
Washington
$529K +$1.33K +22 +0.3%
AA
1511
Apriem Advisors
California
$528K +$6.49K +107 +1%
DW
1512
Domani Wealth
Pennsylvania
$526K -$56.9K -938 -10%
SEC
1513
Seven Eight Capital
New York
$524K -$3.04M -50,094 -85%
FFA
1514
Fragasso Financial Advisors
Pennsylvania
$523K +$519K +8,567 New
RWA
1515
River Wealth Advisors
Pennsylvania
$521K -$47.3K -780 -8%
DAS
1516
Dynamic Advisor Solutions
Arizona
$520K -$28.9K -476 -5%
NB
1517
Nicolet Bankshares
Wisconsin
$520K -$6.97K -115 -1%
CG
1518
Cutler Group
California
$518K -$1.41M -23,192 -73%
RHJA
1519
Rice Hall James & Associates
California
$518K -$10.2K -168 -2%
CA
1520
Corrado Advisors
New Jersey
$518K
OPCM
1521
Osborne Partners Capital Management
California
$518K +$5.7K +94 +1%
WPA
1522
Winning Points Advisors
Florida
$518K +$25.4K +419 +5%
CHC
1523
City Holding Co
West Virginia
$515K +$5.7K +94 +1%
NFG
1524
Nadler Financial Group
Illinois
$514K -$15.6K -257 -3%
ID
1525
Integral Derivatives
New York
$513K -$571K -9,416 -53%

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.