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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
LD
1826
Lipe & Dalton
New York
$159K +$61 +1 +0%
CWM
1827
Cranbrook Wealth Management
Michigan
$154K
PCA
1828
Peddock Capital Advisors
Massachusetts
$153K -$1.27K -21 -0.8%
LC
1829
Landaas & Company
Wisconsin
$151K +$150K +2,470 New
QAM
1830
QCI Asset Management
New York
$150K -$9.88K -163 -6%
BL
1831
Balentine LLC
Georgia
$149K +$13.6K +224 +10%
SA
1832
SRH Advisors
Kansas
$142K
VIM
1833
Veritas Investment Management
United Kingdom
$141K -$102K -1,676 -42%
MWM
1834
MinichMacGregor Wealth Management
New York
$139K +$303 +5 +0.2%
SHJ
1835
Sharkey, Howes & Javer
Colorado
$138K -$10.5K -174 -7%
CAL
1836
Capital Advisors Ltd
Ohio
$136K
TCM
1837
TD Capital Management
Tennessee
$132K
BC
1838
Barnett & Company
Tennessee
$131K
ACM
1839
AUA Capital Management
Pennsylvania
$130K
HR
1840
Howe & Rusling
New York
$125K -$29.7K -490 -19%
SAM
1841
Solaris Asset Management
New York
$124K
BDWM
1842
Brewin Dolphin Wealth Management
Ireland
$123K +$122K +2,015 New
BIG
1843
Bellwether Investment Group
Tennessee
$123K +$122K +2,014 New
LWA
1844
Lowe Wealth Advisors
Maryland
$118K -$22.1K -364 -16%
NC
1845
NewSquare Capital
Pennsylvania
$115K +$827K +13,638 +728%
CLM
1846
ClearBridge LLC (Maryland)
Maryland
$113K
LWM
1847
Lenox Wealth Management
Ohio
$111K +$45.5K +750 +71%
CIA
1848
Cascade Investment Advisors
Oregon
$111K
PO
1849
Private Ocean
California
$110K
PFGIA
1850
Patriot Financial Group Insurance Agency
Massachusetts
$106K +$4.97K +82 +5%

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.