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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
AIMCA
276
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$35.9M +$15.7M +258,961 +78%
SAM
277
Shell Asset Management
Netherlands
$35.6M +$454K +7,486 +1%
MHC
278
Meyer Handelman Company
New York
$35.3M +$74.4K +1,227 +0.2%
NMIMC
279
Northwestern Mutual Investment Management Company
Wisconsin
$35.3M +$15.2M +249,841 +75%
Mitsubishi UFJ Asset Management
280
Mitsubishi UFJ Asset Management
Japan
$35.1M +$1.12M +18,385 +3%
FAF
281
Fjarde Ap-fonden
Sweden
$35.1M -$2.6M -42,780 -7%
WF
282
Welch & Forbes
Massachusetts
$35M +$191K +3,140 +0.5%
BPC
283
Banque Pictet & Cie
Switzerland
$34.7M +$6.85M +112,974 +25%
HNB
284
Huntington National Bank
Ohio
$34.3M -$2.83M -46,631 -8%
OI
285
Oakbrook Investments
Illinois
$33.5M -$2.12M -34,993 -6%
HI
286
Honeywell International
North Carolina
$33.4M +$6.87M +113,289 +26%
Nomura Asset Management
287
Nomura Asset Management
Japan
$33.3M +$606K +9,988 +2%
BHIA
288
Birch Hill Investment Advisors
Massachusetts
$33M +$52.6K +867 +0.2%
HCM
289
Huber Capital Management
California
$33M -$1.05M -17,292 -3%
PA
290
Pinnacle Associates
New York
$32.6M -$197K -3,243 -0.6%
URS
291
Utah Retirement Systems
Utah
$32.3M +$31.8K +524 +0.1%
DnB Asset Management
292
DnB Asset Management
Norway
$32.1M +$4.64M +76,399 +17%
RFS
293
Rockefeller Financial Services
New York
$32.1M +$90.8K +1,497 +0.3%
ZIG
294
Zurich Insurance Group
Switzerland
$30.9M -$737K -12,143 -2%
ERSOT
295
Employees Retirement System of Texas
Texas
$30.9M -$6.1M -100,503 -16%
MA
296
MUFG Americas
New York
$30.3M +$1.06M +17,509 +4%
FFA
297
First Foundation Advisors
California
$30.2M +$1.24M +20,517 +4%
SAM
298
Silvercrest Asset Management
New York
$30.2M -$529K -8,715 -2%
ZIC
299
ZWJ Investment Counsel
Georgia
$30.1M +$2.64M +43,549 +10%
DCM
300
Dupont Capital Management
Delaware
$29.6M -$4.59M -75,700 -13%

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.