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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
NCM
1901
New Capital Management
Texas
$25K +$15.9K +263 +191%
IF
1902
Ironwood Financial
Arizona
$23K +$121 +2 +0.5%
OSAM
1903
O'Shaughnessy Asset Management
Connecticut
$22K -$17K -281 -44%
PHK
1904
Point72 Hong Kong
Hong Kong
$20K +$19.6K +324 New
FCA
1905
Florence Capital Advisors
New York
$19K
PG
1906
PEAK6 Group
Illinois
$17K -$18.3M -302,551 -100%
BCI
1907
Brinker Capital Investments
Pennsylvania
$17K +$3.15K +52 +22%
SIA
1908
SeaBridge Investment Advisors
New Jersey
$16K
SAM
1909
Shamrock Asset Management
Texas
$16K
CIM
1910
Contravisory Investment Management
Massachusetts
$16K +$15.8K +261 New
RPG
1911
Risk Paradigm Group
Texas
$14.9K -$129K -2,121 -90%
FFW
1912
Fusion Family Wealth
New York
$14K -$25.7K -424 -65%
DOA
1913
D'Orazio & Associates
Virginia
$13K -$31.7K -523 -71%
RBC
1914
Roble Belko & Company
Pennsylvania
$12K -$6.55K -108 -35%
RWML
1915
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$11.8K
SCA
1916
Stuart Chaussee & Associates
California
$11K
WAS
1917
Winch Advisory Services
Wisconsin
$9K +$61 +1 +0.7%
HS
1918
Horan Securities
United States
$7K
IDBONY
1919
Israel Discount Bank of New York
New York
$6K
Walleye Trading
1920
Walleye Trading
New York
$3.52K +$2.38M +39,236 +213%
CT
1921
Chicago Trust
Illinois
$3.4K +$144K +2,368 +4%
SC
1922
SouthState Corp
Florida
$3.18K -$47.1K -777 -1%
ACM
1923
Aviance Capital Management
Florida
$3K -$909 -15 -25%
WPC
1924
White Pine Capital
Minnesota
$2.31K -$37.2K -613 -2%
RCM
1925
RB Capital Management
Nevada
$367 +$72.4K +1,194 +25%

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.