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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
MAM
201
Martingale Asset Management
Massachusetts
$57.5M +$10.4M +171,125 +22%
AAMU
202
AEGON Asset Management (UK)
United Kingdom
$56.3M -$923K -15,219 -2%
Connor, Clark & Lunn Investment Management (CC&L)
203
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$55.8M +$34.1M +562,656 +161%
SOMRS
204
State of Michigan Retirement System
Michigan
$55.6M -$16.1M -265,564 -23%
GIBU
205
Gulf International Bank (UK)
United Kingdom
$55.2M -$63.5K -1,048 -0.1%
MAMU
206
Marathon Asset Management (UK)
United Kingdom
$54.4M -$988K -16,294 -2%
Janney Montgomery Scott
207
Janney Montgomery Scott
Pennsylvania
$54.2M +$453K +7,465 +0.8%
FMI
208
Factory Mutual Insurance
Massachusetts
$54.1M +$1.19M +19,667 +2%
Public Sector Pension Investment Board (PSP Investments)
209
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$54M +$17.5M +288,452 +49%
AIG
210
American International Group
New York
$53.6M -$4.09M -67,387 -7%
SAM
211
Sentinel Asset Management
Vermont
$53.5M -$2.06M -34,060 -4%
EDRH
212
Edmond de Rothschild Holding
Switzerland
$53.2M -$2.08M -34,294 -4%
N
213
Nuveen
North Carolina
$52.7M +$6.23M +102,715 +14%
KCM
214
Kornitzer Capital Management
Kansas
$52.6M -$1.14M -18,831 -2%
VRS
215
Virginia Retirement Systems
Virginia
$50.7M -$5.27M -86,880 -9%
CAM
216
Congress Asset Management
Massachusetts
$50.5M +$153K +2,524 +0.3%
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$50.5M -$1.28M -21,078 -2%
BM
218
Bridger Management
New York
$50.4M -$280K -4,613 -0.6%
Bank of Nova Scotia
219
Bank of Nova Scotia
Ontario, Canada
$48.8M -$8.91M -146,982 -16%
RSCM
220
Rock Springs Capital Management
Maryland
$48.5M
TPSF
221
Texas Permanent School Fund
Texas
$48.5M -$667K -11,006 -1%
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
$48.2M +$47.2M +778,935 +8,217%
BFS
223
Bradley Foster & Sargent
Connecticut
$48.1M -$198K -3,268 -0.4%
ASRS
224
Arizona State Retirement System
Arizona
$47.8M -$14.4M -236,807 -23%
CCI
225
Columbus Circle Investors
$47.7M -$26.9M -443,417 -35%

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.