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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
NRS
376
Neville Rodie & Shaw
New York
$18.8M -$442K -7,281 -2%
SFM
377
Sphera Funds Management
Israel
$18.7M -$9.86M -162,440 -34%
OAM
378
Oppenheimer Asset Management
New York
$18.7M +$18.7M +308,575 New
OC
379
Oppenheimer & Co
New York
$18.7M -$81.8K -1,348 -0.4%
TCT
380
TIAA CREF Trust
Missouri
$18.5M -$512K -8,434 -3%
KA
381
KLCM Advisors
Wisconsin
$18.5M +$8.2M +135,133 +79%
Northwestern Mutual Wealth Management
382
Northwestern Mutual Wealth Management
Wisconsin
$18.4M +$1.23M +20,238 +7%
OPERF
383
Oregon Public Employees Retirement Fund
Oregon
$18.4M +$39K +642 +0.2%
HCM
384
Highbridge Capital Management
New York
$18.3M +$16.6M +274,374 +1,001%
PMG
385
Private Management Group
California
$18.2M -$4.3M -70,904 -19%
CBOA
386
Commonwealth Bank of Australia
Australia
$18.2M -$146K -2,411 -0.8%
QI
387
QS Investors
New York
$18.1M -$1.69M -27,892 -9%
LTFS
388
Ladenburg Thalmann Financial Services
Florida
$18M +$943K +15,542 +6%
PWAG
389
Polaris Wealth Advisory Group
California
$17.9M +$383K +6,318 +2%
WT
390
Whittier Trust
California
$17.8M +$23.7K +391 +0.1%
GIM
391
Greylin Investment Management
Virginia
$17.7M -$460K -7,588 -3%
NMERB
392
New Mexico Educational Retirement Board
New Mexico
$17.7M -$1.09M -18,026 -6%
TGA
393
Trilogy Global Advisors
Florida
$17.6M -$1.19M -19,688 -6%
SAM
394
Securian Asset Management
Minnesota
$17.6M -$12.6K -208 -0.1%
DP
395
Dearborn Partners
Illinois
$17.5M +$701K +11,557 +4%
WPC
396
Waters Parkerson & Co
Louisiana
$17.5M -$93.1K -1,535 -0.5%
HCM
397
Hutchinson Capital Management
California
$17.4M -$499K -8,224 -3%
SCI
398
SkyBridge Capital II
New York
$17.4M -$662K -10,909 -4%
WAM
399
World Asset Management
Michigan
$17.2M +$1.52M +25,082 +10%
ABC
400
Associated Banc-Corp
Wisconsin
$16.9M +$1.63M +26,941 +11%

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.