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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
BMC
1751
Benin Management Corp
Connecticut
$249K +$61 +1 +0%
HCM
1752
HM Capital Management
Missouri
$249K +$3.52K +58 +1%
CPA
1753
Clear Perspective Advisors
Illinois
$248K -$55.1K -909 -18%
BIM
1754
Bridgecreek Investment Management
Oklahoma
$248K
EBSAM
1755
Eubel Brady & Suttman Asset Management
Ohio
$245K -$5.03K -83 -2%
PHAM
1756
Palisades Hudson Asset Management
Florida
$245K
KCP
1757
KDI Capital Partners
North Carolina
$244K -$1.43M -23,515 -86%
RWM
1758
RKL Wealth Management
Pennsylvania
$244K -$6.91K -114 -3%
GAAM
1759
Guinness Atkinson Asset Management
California
$244K
ITIM
1760
Indiana Trust & Investment Management
Indiana
$244K
BA
1761
Bristol Advisors
Pennsylvania
$243K +$241K +3,982 New
TCM
1762
Tradewinds Capital Management
Washington
$242K +$5.88K +97 +3%
BCP
1763
Berkeley Capital Partners
Georgia
$242K +$240K +3,966 New
CL
1764
Croft-Leominster
Maryland
$240K
RPA
1765
Rock Point Advisors
Vermont
$240K
VAS
1766
Valicenti Advisory Services
New York
$239K -$2.49K -41 -1%
EM
1767
Emancipation Management
New York
$237K
BCSB
1768
Bristol County Savings Bank
Massachusetts
$237K +$235K +3,878 New
DIP
1769
DT Investment Partners
Pennsylvania
$237K +$235K +3,884 New
CWM
1770
Connecticut Wealth Management
Connecticut
$235K -$8.12K -134 -3%
CA
1771
Callahan Advisors
Texas
$232K +$24.2K +399 +12%
SG
1772
Somerset Group
Minnesota
$231K
Capstone Investment Advisors
1773
Capstone Investment Advisors
New York
$230K -$3M -49,526 -93%
4IG
1774
440 Investment Group
Kansas
$229K -$1.05M -17,242 -82%
ABP
1775
Arthur B. Page
$229K

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.