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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
CIM
1951
Cetera Investment Management
California
-$597K -9,644 Closed
BCM
1952
Barometer Capital Management
Ontario, Canada
-$577K -9,432 Closed
CANY
1953
Caxton Associates (New York)
New York
-$577K -9,432 Closed
Tudor Investment Corp
1954
Tudor Investment Corp
Connecticut
-$573K -9,369 Closed
ST
1955
Sentinel Trust
Texas
-$559K -9,134 Closed
HAI
1956
Hennessy Advisors Inc
California
-$551K -9,013 Closed
DE
1957
Day & Ennis
Georgia
-$495K -8,091 Closed
PCM
1958
Penserra Capital Management
California
-$466K -7,635 Closed
BWFM
1959
Bridgewater Wealth & Financial Management
Maryland
-$417K -6,818 Closed
WCM
1960
Weatherstone Capital Management
Colorado
-$393K -6,428 Closed
CGL
1961
Clarius Group LLC
Washington
-$381K -6,225 Closed
UAS
1962
United Asset Strategies
New York
-$351K -5,738 Closed
SFG
1963
Sather Financial Group
Texas
-$349K -5,712 Closed
EP
1964
Edgestream Partners
New Jersey
-$343K -5,607 Closed
FHAM
1965
Folger Hill Asset Management
New York
-$321K -5,242 Closed
MWP
1966
Moller Wealth Partners
-$316K -5,167 Closed
B
1967
Bridgeworth
Alabama
-$298K -4,965 Closed
CWM
1968
Concert Wealth Management
California
-$278K -4,543 Closed
FHB
1969
First Hawaiian Bank
Hawaii
-$268K -4,375 Closed
BMM
1970
Buffington Mohr McNeal
Idaho
-$267K -4,368 Closed
BFM
1971
Boothbay Fund Management
New York
-$262K -4,283 Closed
SMH
1972
Sanders Morris Harris
Texas
-$261K -4,271 Closed
CW
1973
Cobiz Wealth
Colorado
-$261K -4,260 Closed
BFPW
1974
BOK Financial Private Wealth
Colorado
-$256K -4,186 Closed
CAM
1975
Crestone Asset Management
Colorado
-$243K -3,980 Closed

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.