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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
OFS
1876
Orrstown Financial Services
Pennsylvania
$61K
MCIA
1877
Mountain Capital Investment Advisors
Colorado
$57K +$61 +1 +0.1%
DPA
1878
Delphi Private Advisors
California
$54K -$3.15K -52 -6%
EMG
1879
ETF Managers Group
New Jersey
$53K +$4.37K +72 +9%
CFG
1880
CKW Financial Group
Hawaii
$51K
WAS
1881
WESPAC Advisors SoCal
California
$49K -$15.9K -262 -25%
MIC
1882
MU Investments Company
Japan
$45K -$12.7K -209 -22%
LWA
1883
Lenox Wealth Advisors
New York
$42K +$1.15K +19 +3%
FMA
1884
FNY Managed Accounts
New York
$40K -$7.21K -119 -15%
MFT
1885
Moisand Fitzgerald Tamayo
Florida
$39K +$38.7K +638 New
RIA
1886
RPG Investment Advisory
California
$39K +$38.9K +642 New
CAPTRUST Financial Advisors
1887
CAPTRUST Financial Advisors
North Carolina
$39K +$45.7K +754 New
HRC
1888
Hoertkorn Richard Charles
$38K
CWM
1889
Catamount Wealth Management
Connecticut
$36K +$61 +1 +0.2%
FWC
1890
First Washington Corp
Washington
$35K
GWA
1891
Guidant Wealth Advisors
Illinois
$35K
MUS
1892
Mitsubishi UFJ Securities
Japan
$35K
WAM
1893
Watermark Asset Management
California
$34K
DSN
1894
D. Scott Neal
Kentucky
$31K
HWP
1895
Hefty Wealth Partners
Indiana
$31K +$7.94K +131 +35%
WCM
1896
Wealthcare Capital Management
Virginia
$30K
HWM
1897
Holloway Wealth Management
Florida
$28K
CTB
1898
Country Trust Bank
Illinois
$27K -$3.38M -55,721 -99%
AWMS
1899
Advocacy Wealth Management Services
Georgia
$26K -$3.21K -53 -11%
CJA
1900
C-J Advisory
California
$25K -$3.82K -63 -13%

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.