We are live on ! Find out more

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
CWP
1526
Capital Wealth Planning
Florida
$512K -$25.1M -413,303 -98%
CCM
1527
Cutler Capital Management
Massachusetts
$512K +$63.5K +1,048 +14%
BAM
1528
Belpointe Asset Management
Nevada
$510K +$506K +8,345 New
CC
1529
Cornerstone Capital
California
$509K -$109K -1,794 -18%
ECM
1530
Elgethun Capital Management
South Dakota
$509K
WPW
1531
Waldron Private Wealth
Pennsylvania
$508K +$4.12K +68 +0.8%
PTB
1532
Pioneer Trust Bank
Oregon
$508K +$10.8K +178 +2%
SIM
1533
SSI Investment Management
California
$503K +$64K +1,055 +15%
YP
1534
Yellowstone Partners
Idaho
$503K +$499K +8,225 New
SFFS
1535
Stonehage Fleming Financial Services
Jersey
$502K
B
1536
BancorpSouth
Mississippi
$500K -$970 -16 -0.2%
FAM
1537
Fenimore Asset Management
New York
$498K +$495K +8,157 New
IA
1538
Independence Advisors
Pennsylvania
$497K -$129K -2,126 -21%
SWA
1539
Sutton Wealth Advisors
Florida
$493K -$485 -8 -0.1%
EGM
1540
Engineers Gate Manager
New York
$493K +$489K +8,062 New
MKC
1541
M. Kraus & Co
Vermont
$492K -$32K -528 -6%
PCTC
1542
Perkins Coie Trust Company
Washington
$492K
SPC
1543
Stewart & Patten Company
California
$491K -$6.3K -104 -1%
MWPCG
1544
Measured Wealth Private Client Group
New Hampshire
$491K +$487K +8,035 New
CCA
1545
Conestoga Capital Advisors
Pennsylvania
$487K -$25.4K -419 -5%
AF
1546
Allworth Financial
California
$483K -$7.94K -131 -2%
BWM
1547
Baystate Wealth Management
Massachusetts
$483K +$65.7K +1,084 +16%
LP
1548
LMR Partners
United Kingdom
$480K -$1.72M -28,333 -78%
HEIP
1549
Hudson Edge Investment Partners
New Jersey
$480K -$19K -314 -4%
GVT
1550
Genesee Valley Trust
New York
$480K -$3.15K -52 -0.7%

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.