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1,761 hedge funds and large institutions have $119B invested in Merck in 2016 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 713 increasing their positions, 709 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 59

30% more funds holding in top 10

Funds holding in top 10: 106138 (+32)

11% more capital invested

Capital invested by funds: $107B → $119B (+$11.6B)

1% more funds holding

Funds holding: 1,7451,761 (+16)

1% more repeat investments, than reductions

Existing positions increased: 713 | Existing positions reduced: 709

0.6% less ownership

Funds ownership: 78.67%78.07% (-0.6%)

14% less call options, than puts

Call options by funds: $1.02B | Put options by funds: $1.18B

Holders
1,761
Holders Change
+16
Holders Change %
+0.92%
% of All Funds
46.99%
Holding in Top 10
138
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+30.19%
% of All Funds
3.68%
New
92
Increased
713
Reduced
709
Closed
59
Calls
$1.02B
Puts
$1.18B
Net Calls
-$163M
Net Calls Change
-$87M
Name Holding Trade Value Shares
Change
Change in
Stake
CPSAC
376
Chas P. Smith & Associates (CPS)
Florida
$17M +$189K +3,559 +1%
Creative Planning
377
Creative Planning
Kansas
$16.9M +$330K +6,206 +2%
HCM
378
Hutchinson Capital Management
California
$16.8M -$389K -7,302 -2%
WPC
379
Waters Parkerson & Co
Louisiana
$16.7M +$246K +4,630 +2%
SIA
380
Sit Investment Associates
Minnesota
$16.6M -$18.3M -343,508 -53%
HM
381
HealthCor Management
New York
$16.6M +$16.1M +301,981 New
BSA
382
Braun Stacey Associates
New York
$16.4M -$814K -15,300 -5%
WT
383
Whittier Trust
California
$16.4M -$489K -9,195 -3%
LS
384
Livforsakringsbolaget Skandia
Sweden
$16.3M +$982K +18,445 +7%
TCT
385
TIAA CREF Trust
Missouri
$16.1M -$485K -9,110 -3%
AHB
386
Abner Herrman & Brock
New Jersey
$16.1M +$323K +6,065 +2%
GCM
387
Gabalex Capital Management
New York
$15.8M
CBOA
388
Commonwealth Bank of Australia
Australia
$15.8M +$36.4K +684 +0.2%
SAM
389
Securian Asset Management
Minnesota
$15.5M +$99.5K +1,869 +0.7%
MIFH
390
Migdal Insurance & Financial Holdings
Israel
$15.4M -$5.64M -105,964 -28%
PWAG
391
Polaris Wealth Advisory Group
California
$15.3M +$14.8M +278,577 New
WAM
392
World Asset Management
Michigan
$15.3M +$120K +2,259 +0.8%
BCM
393
Bridgeway Capital Management
Texas
$15.2M -$4.01M -75,267 -21%
HCMNY
394
Howard Capital Management (New York)
New York
$15.2M +$94.1K +1,769 +0.6%
PAG
395
Private Advisor Group
New Jersey
$15.1M +$1.09M +20,488 +8%
PIM
396
Perkins Investment Management
Illinois
$14.9M -$3.69M -69,256 -20%
BC
397
Bruce & Co
Illinois
$14.9M
ANI
398
American National Insurance
Texas
$14.9M
KAM
399
Krensavage Asset Management
New York
$14.8M +$73.4K +1,379 +0.5%
PAM
400
Private Asset Management
California
$14.8M -$203K -3,818 -1%

MRK Hedge Fund Activity: Q2 2016 in Review

1,761 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q2 2016, worth a combined $119B — up 11% from $107B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new MRK positions and 59 closed out — a net gain of 33 holders — while 713 added to existing stakes and 709 trimmed.

The largest buyer was Macquarie Group, adding an estimated $718M. The largest seller was Royal London Asset Management, cutting an estimated $1.98B.

  • 1,761 institutional investors held Merck (MRK) as of Q2 2016, up from 1,745 in Q1 2016.
  • Funds reported $119B of Merck stock for Q2 2016, up 11% quarter-over-quarter.
  • 92 funds opened new Merck positions in Q2 2016 and 59 closed out, a net change of +33 holders.
  • The largest Merck buyer in Q2 2016 was Macquarie Group, an estimated $718M added.
  • The largest Merck seller in Q2 2016 was Royal London Asset Management, an estimated $1.98B sold.

Based on aggregated 13F filings for Q2 2016.