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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
1726
Gratus Capital
Georgia
$271K -$34.4K -567 -11%
LAIC
1727
Lederer & Associates Investment Counsel
California
$271K
VWA
1728
V Wealth Advisors
Kansas
$271K +$121 +2 +0%
PAG
1729
Pinnacle Advisory Group
Maryland
$270K +$6.49K +107 +2%
RIG
1730
Roosevelt Investment Group
New York
$269K +$13.3K +220 +5%
PM
1731
Parametrica Management
Hong Kong
$269K +$267K +4,402 New
CICI
1732
Capital Investment Counsel Inc
North Carolina
$268K -$44.5K -734 -14%
CSA
1733
Cottage Street Advisors
Massachusetts
$263K +$261K +4,297 New
AWM
1734
AllSquare Wealth Management
New York
$261K
CP
1735
Camelot Portfolios
Ohio
$261K +$61 +1 +0%
AIM
1736
Advantage Investment Management
Iowa
$260K -$60.3K -995 -19%
PCM
1737
Pointe Capital Management
Michigan
$259K +$2.67K +44 +1%
UBG
1738
United Bank (Georgia)
Georgia
$257K
CNC
1739
Citizens & Northern Corp
Pennsylvania
$257K +$25.4K +419 +11%
JDR
1740
Jay D. Rosenbaum
$256K
BB
1741
Bell Bank
North Dakota
$255K -$19.2K -316 -7%
KA
1742
Klingman & Associates
New York
$255K -$14K -231 -5%
NCM
1743
Nelson Capital Management
California
$255K
ACS
1744
Archford Capital Strategies
Illinois
$255K +$61 +1 +0%
FBA
1745
Front Barnett Associates
Illinois
$253K
CA
1746
Continuum Advisory
Idaho
$253K +$26.1K +430 +12%
TI
1747
Truepoint Inc
Ohio
$252K -$17.9K -296 -7%
VCM
1748
Vivaldi Capital Management
Illinois
$252K +$3.03K +50 +1%
CCM
1749
Carlson Capital Management
Minnesota
$251K +$25.8K +425 +12%
IC
1750
InterOcean Capital
Illinois
$251K +$29.2K +482 +13%

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.