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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
BLAM
1576
Bourne Lent Asset Management
New York
$441K
FTC
1577
Farmers Trust Company
Ohio
$441K +$8.73K +144 +2%
JWM
1578
Jacobus Wealth Management
Wisconsin
$437K +$9.88K +163 +2%
RMSCM
1579
R.M. Sincerbeaux Capital Management
New York
$435K -$191K -3,144 -31%
ST
1580
Sabal Trust
Florida
$435K -$5.46K -90 -1%
KLI
1581
Kelman-Lazarov Inc
Tennessee
$435K -$3.52K -58 -0.8%
BSB
1582
Bangor Savings Bank
Maine
$435K +$13.9K +229 +3%
HFS
1583
Haverford Financial Services
Pennsylvania
$434K +$61 +1 +0%
MPIA
1584
Mountain Pacific Investment Advisers
Idaho
$427K
GS
1585
Girard Securities
California
$424K -$213K -3,507 -34%
EAM
1586
Evanson Asset Management
California
$424K +$24.8K +409 +6%
PMFA
1587
Plante Moran Financial Advisors
Michigan
$423K -$42.2K -696 -9%
BRA
1588
Bender Robert & Associates
California
$423K -$2.55K -42 -0.6%
GI
1589
Glovista Investments
New Jersey
$423K
ANBT
1590
American National Bank & Trust
Texas
$423K +$34K +561 +9%
HC
1591
Henshaw Capital
Massachusetts
$423K
NBG
1592
Nancy B. Gardiner
$422K
OWP
1593
Obermeyer Wealth Partners
Colorado
$422K +$98.1K +1,618 +31%
AP
1594
Atwood & Palmer
Missouri
$421K -$3.15K -52 -0.7%
CHJWM
1595
Carlton Hofferkamp & Jenks Wealth Management
Texas
$421K +$152K +2,510 +57%
MGIA
1596
Moneta Group Investment Advisors
Missouri
$415K -$46.5K -767 -10%
SIAS
1597
Shine Investment Advisory Services
Colorado
$413K +$55.7K +919 +16%
LCM
1598
Liberty Capital Management
Michigan
$408K +$5.4K +89 +1%
BOS
1599
Bingham Osborn & Scarborough
California
$407K +$9.52K +157 +2%
ACH
1600
ArrowMark Colorado Holdings
Colorado
$402K

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.