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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
PAS
1551
Partnervest Advisory Services
California
$476K -$31.7K -523 -6%
BRM
1552
Boston Research & Management
Massachusetts
$475K +$11.4K +188 +2%
HC
1553
Hourglass Capital
Texas
$474K +$2.42K +40 +0.5%
PCMI
1554
Princeton Capital Management Inc
New Jersey
$473K +$88.9K +1,467 +23%
PAS
1555
Professional Advisory Services
Florida
$472K
AIM
1556
Aspen Investment Management
Michigan
$471K
JWBC
1557
J.W. Burns & Co
New York
$469K -$66.3K -1,093 -12%
FI
1558
FormulaFolio Investments
Michigan
$468K -$335K -5,520 -42%
SFS
1559
Summit Financial Strategies
Ohio
$468K -$42.3K -697 -8%
CBA
1560
Coastal Bridge Advisors
Connecticut
$468K +$1.27K +21 +0.3%
WAM
1561
Weatherly Asset Management
California
$467K -$8.73K -144 -2%
IWM
1562
IHT Wealth Management
Illinois
$466K -$9.28K -153 -2%
BC
1563
Banced Corp
Illinois
$465K +$104K +1,717 +29%
LCM
1564
Lucas Capital Management
New Jersey
$461K -$42.9K -708 -9%
VIMU
1565
Veritas Investment Management (UK)
United Kingdom
$453K
SC
1566
Saturna Capital
Washington
$450K
DWM
1567
Destination Wealth Management
California
$449K
BPCA
1568
Bank Pictet & Cie (Asia)
Singapore
$448K
BCM
1569
Bienville Capital Management
New York
$447K -$168K -2,770 -28%
EML
1570
Eos Management LP
New York
$447K
BHTS
1571
Bar Harbor Trust Services
Maine
$444K -$6K -99 -1%
KWMG
1572
King Wealth Management Group
Florida
$443K -$9.15K -151 -2%
FMC
1573
First Merchants Corp
Indiana
$442K -$70.5K -1,163 -14%
PWMAG
1574
Pinnacle Wealth Management Advisory Group
New Jersey
$442K -$667 -11 -0.2%
MIAN
1575
Mariner Independent Advisor Network
Kansas
$441K -$4.11M -67,851 -90%

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.