We are live on ! Find out more

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
VCM
1851
Vigilant Capital Management
Maine
$105K -$6.37K -105 -6%
SAS
1852
Stelac Advisory Services
New York
$104K
BCM
1853
Blume Capital Management
California
$103K
LA
1854
Legacy Advisors
Pennsylvania
$98K +$18.2K +301 +23%
CGT
1855
Capital Guardian Trust
California
$98K +$33.7K +556 +53%
IR
1856
IAT Reinsurance
New York
$95K
TDC
1857
Thompson Davis & Co
Virginia
$94K -$181K -2,980 -66%
PA
1858
Perennial Advisors
New York
$94K -$9.94K -164 -10%
AAP
1859
Arax Advisory Partners
Colorado
$92K -$32.1K -529 -26%
AIS
1860
Accurate Investment Solutions
Pennsylvania
$92K +$32.7K +540 +56%
CPA
1861
Cowen Prime Advisors
New York
$90K
PCFFS
1862
Pacific Center for Financial Services
California
$88K +$68.6K +1,132 +365%
FMP
1863
Financial Management Professionals
Texas
$87K
AA
1864
AlphaMark Advisors
Kentucky
$86K
RAM
1865
Riggs Asset Management
Pennsylvania
$83K
NIC
1866
Northwest Investment Counselors
Oregon
$81K -$2.18K -36 -3%
WA
1867
WealthTrust-Arizona
Arizona
$78K
ICOM
1868
Investment Counselors of Maryland
Maryland
$74K
SFPIA
1869
Stevens First Principles Investment Advisors
California
$74K +$12.7K +210 +21%
AIS
1870
AlphaOne Investment Services
Pennsylvania
$71K +$70.6K +1,164 New
AIM
1871
Arcadia Investment Management
Michigan
$70K
JIM
1872
Jupiter Investment Management
United Kingdom
$70K +$22.4K +370 +47%
MIP
1873
Mondrian Investment Partners
United Kingdom
$68K
CFD
1874
Creative Financial Designs
Indiana
$67K +$61 +1 +0.1%
WA
1875
Winfield Associates
Ohio
$64K +$182 +3 +0.3%

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.