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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
MWAC
351
Mariner Wealth Advisors (Cincinnati)
Ohio
$22.5M +$773K +12,745 +4%
ADEF
352
Adams Diversified Equity Fund
Maryland
$22.3M
CIBC Asset Management
353
CIBC Asset Management
Ontario, Canada
$22.2M +$247K +4,071 +1%
CWG
354
C WorldWide Group
Denmark
$22.1M
CA
355
Commerzbank Aktiengesellschaft
Germany
$22.1M +$700K +11,538 +3%
William Blair & Company
356
William Blair & Company
Illinois
$22M +$948K +15,622 +5%
BVDMP
357
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$22M
GD
358
Grandfield & Dodd
New York
$21.9M -$192K -3,159 -0.9%
DWA
359
Douglass Winthrop Advisors
New York
$21.3M -$693K -11,428 -3%
BSA
360
Braun Stacey Associates
New York
$21M +$2.79M +45,971 +15%
SMDAM
361
Sumitomo Mitsui DS Asset Management
Japan
$21M +$1.59M +26,134 +8%
ISL
362
Ingalls & Snyder LLC
New York
$21M +$363K +5,986 +2%
B
363
BP
United Kingdom
$20.4M -$1.14M -18,864 -5%
Creative Planning
364
Creative Planning
Kansas
$20.3M -$1.14M -18,850 -5%
SCM
365
Snow Capital Management
Pennsylvania
$20.2M -$5.65M -93,123 -22%
RA
366
Rovida Advisors
Florida
$20.1M
CCMG
367
Clark Capital Management Group
Pennsylvania
$20M +$19.2M +317,219 +2,356%
CPSAC
368
Chas P. Smith & Associates (CPS)
Florida
$20M +$917K +15,112 +5%
CS
369
Candriam SCA
Luxembourg
$19.8M -$890K -14,664 -4%
FTIOP
370
Fiduciary Trust International of Pennsylvania
Pennsylvania
$19.5M +$56.8K +937 +0.3%
IAM
371
Impax Asset Management
New Hampshire
$19.4M +$485 +8 +0%
CIP
372
Chartwell Investment Partners
Pennsylvania
$19.3M +$2.95M +48,566 +18%
IEFM
373
IQ EQ Fund Management
Ireland
$19.1M +$893K +14,715 +6%
CL
374
Chubb Ltd
Switzerland
$19.1M
CGT
375
Capital Guardian Trust
California
$18.8M +$13M +214,199 +222%

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.