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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
MIC
1676
Meridian Investment Counsel
California
$324K +$182 +3 +0.1%
MSFP
1677
Mark Sheptoff Financial Planning
Connecticut
$323K +$19K +314 +6%
GRP
1678
Global Retirement Partners
California
$323K +$20.9K +345 +7%
BCM
1679
Baltimore Capital Management
Maryland
$321K
IIM
1680
Intact Investment Management
Quebec, Canada
$320K
LCP
1681
Legacy Capital Partners
Wisconsin
$320K
AAP
1682
Ardsley Advisory Partners
Connecticut
$320K +$318K +5,240 New
VI
1683
Versor Investments
New York
$317K +$28.6K +472 +10%
HHGA
1684
Halbert Hargrove Global Advisors
California
$316K -$78.4K -1,293 -20%
DIA
1685
Davidson Investment Advisors
Montana
$315K
ACM
1686
Ashford Capital Management
Delaware
$314K
BAM
1687
Burgundy Asset Management
Ontario, Canada
$310K
GWS
1688
Glassman Wealth Services
Virginia
$310K
BWP
1689
BSW Wealth Partners
Colorado
$310K +$4K +66 +1%
FIM
1690
Farmhouse Investment Management
California
$309K
CCM
1691
Condor Capital Management
New Jersey
$309K +$13.1K +216 +4%
RAM
1692
Redmond Asset Management
Virginia
$308K -$39K -644 -11%
IWA
1693
Intercontinental Wealth Advisors
Texas
$308K -$10.4K -171 -3%
BRF
1694
B. Riley Financial
California
$308K +$306K +5,042 New
RGC
1695
Roberts, Glore & Co
Illinois
$307K -$11K -182 -3%
AIA
1696
Affinity Investment Advisors
California
$307K
SCM
1697
Southport Capital Management
Tennessee
$307K +$83.3K +1,374 +38%
MCWS
1698
McKinley Carter Wealth Services
West Virginia
$306K +$32.9K +542 +12%
SIM
1699
Sadoff Investment Management
Wisconsin
$304K -$25.4K -419 -8%
RW
1700
Rand Wealth
Maryland
$301K +$12.7K +209 +4%

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.