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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
V
1701
ValueWorks
New York
$299K +$61 +1 +0%
HA
1702
Hays Advisory
Tennessee
$299K +$23.3K +385 +9%
WDL
1703
Well Done LLC
Michigan
$299K +$297K +4,894 New
AIM
1704
Allen Investment Management
New York
$298K +$96.2K +1,586 +48%
SIMM
1705
Stillwater Investment Management (Minnesota)
Minnesota
$295K -$849 -14 -0.3%
Edgewood Management
1706
Edgewood Management
Connecticut
$295K
STB
1707
S&T Bank
Pennsylvania
$295K
GBBWRPM
1708
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$292K
TCCM
1709
Timber Creek Capital Management
Massachusetts
$292K
MGAM
1710
McGowan Group Asset Management
Texas
$292K +$121 +2 +0%
RVPG
1711
Relative Value Partners Group
$290K
YMRC
1712
Yorktown Management & Research Company
Virginia
$288K
PC
1713
Palo Capital
California
$285K
MAA
1714
Mraz Amerine & Associates
California
$283K -$28.9K -477 -9%
SKK
1715
Shepherd Kaplan Krochuk
Massachusetts
$283K
CT
1716
Clearstead Trust
Maine
$282K
HCM
1717
Hilton Capital Management
New York
$279K +$64.5K +1,064 +30%
GS
1718
GAM Systematic
United Kingdom
$278K -$238K -3,924 -46%
EWM
1719
Empirical Wealth Management
Washington
$277K +$6.18K +102 +2%
FLII
1720
First Long Island Investors
New York
$277K +$30.6K +504 +13%
MWM
1721
Merriman Wealth Management
Washington
$276K +$274K +4,521 New
BHC
1722
Bowen Hanes & Co
Florida
$275K
FLAM
1723
First Light Asset Management
Minnesota
$275K
GC
1724
Garde Capital
Washington
$273K -$162K -2,669 -37%
LIA
1725
LBMC Investment Advisors
Tennessee
$273K +$35.5K +586 +15%

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.