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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$12.6B +$186M +3,069,029 +2%
BlackRock
2
BlackRock
New York
$11.8B -$89.2M -1,471,767 -0.8%
State Street
3
State Street
Massachusetts
$7.54B -$183M -3,012,365 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$6.76B -$96.1M -1,584,411 -1%
Capital World Investors
5
Capital World Investors
California
$5.68B -$413M -6,818,937 -7%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$3.77B +$45.1M +743,310 +1%
Bank of America
7
Bank of America
North Carolina
$2.7B +$451M +7,432,833 +20%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$2.49B -$101M -1,659,589 -4%
Northern Trust
9
Northern Trust
Illinois
$2.36B +$105M +1,733,448 +5%
JP Morgan Chase
10
JP Morgan Chase
New York
$2.12B -$148M -2,434,632 -7%
Norges Bank
11
Norges Bank
Norway
$1.81B -$5.76M -95,042 -0.3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.8B +$37M +610,249 +2%
Franklin Resources
13
Franklin Resources
California
$1.75B +$17.1M +281,718 +1%
Wells Fargo
14
Wells Fargo
California
$1.53B +$48M +790,929 +3%
Ameriprise
15
Ameriprise
Minnesota
$1.51B +$104M +1,709,302 +7%
Deutsche Bank
16
Deutsche Bank
Germany
$1.33B +$298K +4,910 +0%
Goldman Sachs
17
Goldman Sachs
New York
$1.23B +$220M +3,629,084 +22%
Boston Partners
18
Boston Partners
Massachusetts
$1.2B +$9.26M +152,740 +0.8%
Invesco
19
Invesco
Georgia
$1.03B -$283M -4,675,110 -22%
State Farm Mutual Automobile Insurance
20
State Farm Mutual Automobile Insurance
Illinois
$970M
Barrow, Hanley, Mewhinney & Strauss
21
Barrow, Hanley, Mewhinney & Strauss
Texas
$968M -$26.7M -439,968 -3%
Morgan Stanley
22
Morgan Stanley
New York
$959M +$20.5M +338,630 +2%
Legal & General Group
23
Legal & General Group
United Kingdom
$939M +$6.08M +100,338 +0.7%
Dodge & Cox
24
Dodge & Cox
California
$862M -$6.05M -99,801 -0.7%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$853M +$60.6M +1,000,328 +8%

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.