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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
MFBTD
1601
MB Financial Bank - Trust Department
Illinois
$400K
ESBC
1602
E.S. Barr & Co
Kentucky
$399K
RGIA
1603
Rainier Group Investment Advisory
Washington
$398K
GLI
1604
Guardian Life Insurance
New York
$398K +$2.18K +36 +0.6%
DJSG
1605
D.J. St. Germain
Massachusetts
$398K +$4.12K +68 +1%
JCM
1606
Jacobi Capital Management
Pennsylvania
$397K +$129K +2,127 +49%
SG
1607
Swarthmore Group
Pennsylvania
$397K +$394K +6,498 New
FCB
1608
First Command Bank
Texas
$395K +$13.2K +218 +3%
FCFS
1609
First Command Financial Services
Texas
$395K +$13.2K +218 +3%
CCM
1610
Carderock Capital Management
Maryland
$394K -$25.5K -421 -6%
Members Trust
1611
Members Trust
Florida
$392K -$6.37K -105 -2%
LK
1612
Lumbard & Kellner
New Hampshire
$392K
WIP
1613
Wellesley Investment Partners
Massachusetts
$392K
LFA
1614
Landmark Financial Advisors
Kentucky
$390K
WG
1615
Welch Group
Alabama
$389K
SCM
1616
SOL Capital Management
Maryland
$388K -$6.37K -105 -2%
EA
1617
Edge Advisors
Georgia
$388K +$22.9K +377 +6%
ERIM
1618
Eagle Ridge Investment Management
Connecticut
$388K +$385K +6,347 New
CHA
1619
Cedar Hill Associates
Illinois
$386K +$384K +6,326 New
SAM
1620
SignalPoint Asset Management
Missouri
$384K +$382K +6,301 New
CCM
1621
Cohen Capital Management
California
$382K
NCM
1622
Novare Capital Management
North Carolina
$382K +$128K +2,104 +51%
RIA
1623
Regal Investment Advisors
Michigan
$381K +$39.6K +654 +12%
SRC
1624
Stone Run Capital
New York
$380K
TAM
1625
Taurus Asset Management
New York
$378K -$31.8K -524 -8%

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.