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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
CTB
301
Country Trust Bank
Illinois
$29.6M -$12.1K -200 -0%
TRSOTSOK
302
Teachers Retirement System of the State of Kentucky
Kentucky
$29.3M -$1.58M -26,095 -5%
CEP
303
Chicago Equity Partners
Illinois
$29.2M -$3.8M -62,618 -12%
NC
304
Nicholas Company
Wisconsin
$29.2M -$1.18M -19,446 -4%
TAF
305
Tredje AP-fonden
Sweden
$29.1M +$835K +13,766 +3%
XK
306
Xact Kapitalforvaltning
Sweden
$28.8M +$2M +32,910 +7%
ORIO
307
Old Republic International (ORI)
Illinois
$28.7M
CCP
308
Clough Capital Partners
Massachusetts
$28.6M +$9.01M +148,501 +46%
DLA
309
Douglas Lane & Associates
New York
$28.5M -$553K -9,112 -2%
MCM
310
Marsico Capital Management
Colorado
$28.4M +$28.4M +468,898 New
KFC
311
Klingenstein Fields & Co
New York
$28.4M +$1.46M +24,060 +5%
AIM
312
Achmea Investment Management
Netherlands
$28.4M +$28.4M +467,821 New
PI
313
PineBridge Investments
New York
$28.3M -$427K -7,043 -1%
FT
314
Fiduciary Trust
Massachusetts
$27.4M +$562K +9,259 +2%
FQ
315
First Quadrant
California
$27.2M +$13.1M +216,203 +93%
TAM
316
Trillium Asset Management
Massachusetts
$27.2M +$169K +2,793 +0.6%
MMH
317
Menora Mivtachim Holdings
Israel
$27M +$20.7M +341,123 +325%
ProShare Advisors
318
ProShare Advisors
Maryland
$27M -$244K -4,017 -0.9%
DADC
319
D.A. Davidson & Co
Montana
$27M +$272K +4,482 +1%
UB
320
UMB Bank
Missouri
$26.8M +$1.25M +20,603 +5%
WFMPM
321
Woodley Farra Manion Portfolio Management
Indiana
$26.7M +$2.54M +41,885 +11%
RJT
322
Raymond James Trust
Florida
$26.2M +$4.65M +76,670 +22%
SIA
323
Sit Investment Associates
Minnesota
$26M +$785K +12,943 +3%
GKIM
324
GW&K Investment Management
Massachusetts
$26M +$1.17M +19,221 +5%
PR
325
Payden & Rygel
California
$25.9M +$699K +11,528 +3%

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.