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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
BWA
1801
Burt Wealth Advisors
Maryland
$204K -$57K -940 -22%
HCM
1802
Highlander Capital Management
New Jersey
$204K +$31.8K +524 +19%
AGM
1803
Alpine Global Management
New York
$204K +$202K +3,337 New
VHAM
1804
Van Hulzen Asset Management
California
$204K +$203K +3,346 New
AIS
1805
American Investment Services
Massachusetts
$203K +$667 +11 +0.3%
KF
1806
Krilogy Financial
Missouri
$203K +$2.79K +46 +1%
PAMG
1807
Patton Albertson Miller Group
Tennessee
$202K -$2.24K -37 -1%
ACP
1808
Aveo Capital Partners
Colorado
$201K +$182 +3 +0.1%
DA
1809
Dillon & Associates
Michigan
$200K
HFA
1810
High Falls Advisors
New York
$200K
IP
1811
Isthmus Partners
Wisconsin
$198K
JFA
1812
JNBA Financial Advisors
Minnesota
$197K +$16.7K +275 +9%
TFO
1813
Tarbox Family Office
California
$192K -$9.7K -160 -5%
VCM
1814
Versant Capital Management
Arizona
$190K -$7.76K -128 -4%
TIM
1815
Tortoise Investment Management
New York
$189K +$5.09K +84 +3%
WIM
1816
Westside Investment Management
California
$186K +$61 +1 +0%
TWMP
1817
Taylor Wealth Management Partners
Massachusetts
$180K
TJHA
1818
Thomas J. Herzfeld Advisors
Florida
$174K +$364 +6 +0.2%
BWA
1819
BDO Wealth Advisors
Florida
$170K -$33.6K -554 -17%
IP
1820
Intellectus Partners
California
$169K -$43.7K -721 -21%
MWM
1821
Mascoma Wealth Management
New Hampshire
$167K +$8.43K +139 +5%
MCM
1822
MV Capital Management
Maryland
$165K
NSB
1823
Norway Savings Bank
Maine
$163K -$3.15K -52 -2%
BA
1824
Bristlecone Advisors
Washington
$162K +$160K +2,645 New
MFW
1825
Mosaic Family Wealth
Missouri
$159K -$56.6K -933 -26%

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.