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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
GC
1651
Gilbert & Cook
Iowa
$344K -$308K -5,081 -47%
SCA
1652
STALEY CAPITAL ADVISERS
Pennsylvania
$344K
CPIG
1653
Chicago Partners Investment Group
Illinois
$344K +$318K +5,248 +1,396%
FPCP
1654
Fort Point Capital Partners
California
$343K +$338K +5,568 New
KC
1655
Kepos Capital
New York
$343K +$340K +5,613 New
SCM
1656
Snow Capital Management
Pennsylvania
$341K
FC
1657
Fayerweather Charles
$340K -$95.3K -1,572 -22%
AW
1658
Alpha Windward
Massachusetts
$340K -$18.1K -298 -5%
HA
1659
Halsey Associates
Connecticut
$340K -$10.1K -167 -3%
SFG
1660
StrategIQ Financial Group
Indiana
$339K
CAM
1661
ClariVest Asset Management
California
$335K -$13K -214 -4%
NCM
1662
Neumann Capital Management
California
$335K +$54K +891 +19%
GLA
1663
Good Life Advisors
Pennsylvania
$334K -$45.7K -753 -12%
EWM
1664
Evermay Wealth Management
Virginia
$334K +$109K +1,805 +49%
FA
1665
Fortis Advisors
Pennsylvania
$333K
LPC
1666
Loeb Partners Corp
New York
$333K
IPAM
1667
ICICI Prudential Asset Management
India
$333K +$330K +5,450 New
BFG
1668
Beacon Financial Group
Texas
$332K -$1.21K -20 -0.4%
ACM
1669
Armbruster Capital Management
New York
$331K -$13.9K -229 -4%
LWM
1670
Lyell Wealth Management
California
$330K -$34.9K -576 -10%
RFA
1671
Reilly Financial Advisors
California
$330K +$6.43K +106 +2%
MC
1672
Miles Capital
Iowa
$329K -$36.9K -609 -10%
FM
1673
Family Management
New York
$329K
AFP
1674
Ausdal Financial Partners
Iowa
$326K -$849 -14 -0.3%
CIP
1675
Convergence Investment Partners
Florida
$324K -$7.15K -118 -2%

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.