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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
AA
1776
Alesco Advisors
New York
$228K +$226K +3,734 New
OIA
1777
OneDigital Investment Advisors
Kansas
$225K -$90.6K -1,494 -29%
DA
1778
Doliver Advisors
Texas
$225K +$223K +3,677 New
FA
1779
FCG Advisors
New Jersey
$224K -$6.25K -103 -2%
SFM
1780
Soros Fund Management
New York
$224K +$222K +3,668 New
MVA
1781
Mount Vernon Associates
Maryland
$222K
GWM
1782
Greenwich Wealth Management
Connecticut
$222K +$221K +3,642 New
AAM
1783
American Asset Management
Florida
$221K -$13.3K -219 -6%
CC
1784
Cedar Capital
Illinois
$219K -$13.8K -227 -6%
CS
1785
Credential Securities
$219K -$22.8K -376 -9%
MTC
1786
McDaniel Terry & Co
Texas
$218K
OC
1787
Oarsman Capital
Wisconsin
$218K
CAS
1788
Cue Advisory Services
Arizona
$217K -$7.7K -127 -3%
BOCM
1789
Bontempo Ohly Capital Management
Maryland
$217K
SHCM
1790
Stokes & Hubbell Capital Management
Louisiana
$216K +$546 +9 +0.3%
AAM
1791
Autus Asset Management
Arizona
$214K -$2.61K -43 -1%
SAMC
1792
Spectrum Asset Management (California)
California
$213K +$3.64K +60 +2%
TBC
1793
Tweedy, Browne Co
Connecticut
$212K
TAM
1794
Todd Asset Management
Kentucky
$212K +$2.55K +42 +1%
FIAS
1795
FinTrust Investment Advisory Services
South Carolina
$212K +$211K +3,473 New
NI
1796
NFC Investments
Tennessee
$211K -$9.4K -155 -4%
HCA
1797
Horan Capital Advisors
Ohio
$207K -$60.4K -996 -23%
AC
1798
Addison Capital
Pennsylvania
$206K -$12.7K -209 -6%
CWM
1799
Confluence Wealth Management
Oregon
$206K +$204K +3,368 New
VV
1800
Verity & Verity
South Carolina
$205K

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.