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1,942 hedge funds and large institutions have $130B invested in Merck in 2017 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 758 increasing their positions, 817 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $1.86B | Put options by funds: $1.08B

58% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 77

14% more funds holding in top 10

Funds holding in top 10: 120137 (+17)

8% more capital invested

Capital invested by funds: $120B → $130B (+$9.53B)

2% more funds holding

Funds holding: 1,9131,942 (+29)

0.37% more ownership

Funds ownership: 77.55%77.91% (+0.37%)

7% less repeat investments, than reductions

Existing positions increased: 758 | Existing positions reduced: 817

Holders
1,942
Holders Change
+29
Holders Change %
+1.52%
% of All Funds
48.33%
Holding in Top 10
137
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+14.17%
% of All Funds
3.41%
New
122
Increased
758
Reduced
817
Closed
77
Calls
$1.86B
Puts
$1.08B
Net Calls
+$782M
Net Calls Change
+$997M
Name Holding Trade Value Shares
Change
Change in
Stake
Pzena Investment Management
226
Pzena Investment Management
New York
$52.5M -$27.6M -455,482 -34%
FMI
227
Factory Mutual Insurance
Massachusetts
$52.5M -$572K -9,432 -1%
CAM
228
Congress Asset Management
Massachusetts
$51.3M -$1.94M -31,935 -4%
TPSF
229
Texas Permanent School Fund
Texas
$51M -$1.51M -24,867 -3%
WBC
230
Westpac Banking Corp
Australia
$49.6M +$15.9M +262,853 +47%
HCM
231
Hamlin Capital Management
New York
$49.4M +$4.51M +74,404 +10%
GAM
232
Gotham Asset Management
New York
$48.8M +$30.5M +503,321 +167%
CHCM
233
Columbus Hill Capital Management
New Jersey
$48.7M +$8.91M +146,835 +22%
UIM
234
USS Investment Management
United Kingdom
$48.7M
BFS
235
Bradley Foster & Sargent
Connecticut
$48.6M -$408K -6,722 -0.8%
HIMCH
236
Hartford Investment Management Co (HIMCO)
Connecticut
$47.7M -$725K -11,949 -1%
RSCM
237
Rock Springs Capital Management
Maryland
$47.7M
CI Investments Inc
238
CI Investments Inc
Ontario, Canada
$47.4M -$858K -14,148 -2%
AAM
239
Advisors Asset Management
Colorado
$47.1M -$3.95M -65,160 -8%
RCM
240
Radnor Capital Management
Pennsylvania
$46.5M -$2.68M -44,120 -5%
FIM
241
Foresters Investment Management
New York
$46.1M -$693K -11,423 -1%
PIA
242
Piedmont Investment Advisors
North Carolina
$46M +$476K +7,848 +1%
AA
243
ALPS Advisors
Colorado
$46M +$6.2M +102,208 +16%
SAM
244
Sectoral Asset Management
Quebec, Canada
$45.8M -$16.1M -264,987 -26%
MAMU
245
Marathon Asset Management (UK)
United Kingdom
$45.1M -$1.45M -23,852 -3%
WCM
246
Wedge Capital Management
North Carolina
$45.1M -$9.54M -157,237 -17%
AIA
247
Avalon Investment & Advisory
Texas
$44.9M +$378K +6,230 +0.8%
CAM
248
Cacti Asset Management
Georgia
$44.3M +$3.23M +53,217 +8%
DL
249
Delta Lloyd
Netherlands
$44M -$307K -5,068 -0.7%
MAM
250
Martingale Asset Management
Massachusetts
$43.9M +$3.85M +63,382 +10%

MRK Hedge Fund Activity: Q1 2017 in Review

1,942 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q1 2017, worth a combined $130B — up 7.9% from $120B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new MRK positions and 77 closed out — a net gain of 45 holders — while 758 added to existing stakes and 817 trimmed.

The largest buyer was BlackRock, adding an estimated $11.2B. The largest seller was Capital World Investors, cutting an estimated $2.2B.

  • 1,942 institutional investors held Merck (MRK) as of Q1 2017, up from 1,913 in Q4 2016.
  • Funds reported $130B of Merck stock for Q1 2017, up 7.9% quarter-over-quarter.
  • 122 funds opened new Merck positions in Q1 2017 and 77 closed out, a net change of +45 holders.
  • The largest Merck buyer in Q1 2017 was BlackRock, an estimated $11.2B added.
  • The largest Merck seller in Q1 2017 was Capital World Investors, an estimated $2.2B sold.

Based on aggregated 13F filings for Q1 2017.