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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
CS
451
Central Securities
New York
$11.5M
SCA
452
Stillwater Capital Advisors
Pennsylvania
$11.5M +$12.6K +237 +0.1%
CCA
453
Cobblestone Capital Advisors
New York
$11.4M -$67.5K -1,269 -0.6%
Fidelity International
454
Fidelity International
Bermuda
$11.4M -$2.4M -45,145 -18%
HFS
455
HL Financial Services
Kentucky
$11.4M -$696K -13,076 -6%
HEIP
456
Hudson Edge Investment Partners
New Jersey
$11.4M -$4.46M -83,824 -29%
FNT
457
First National Trust
Pennsylvania
$11.3M -$254K -4,774 -2%
ECM
458
Estabrook Capital Management
New York
$11.2M -$838K -15,742 -7%
LMGAM
459
Liberty Mutual Group Asset Management
Massachusetts
$11.2M +$474K +8,913 +5%
SDIC
460
South Dakota Investment Council
South Dakota
$11.2M
GT
461
Greenleaf Trust
Michigan
$11.1M -$1.64M -30,872 -13%
FAAS
462
First Allied Advisory Services
California
$11M -$408K -7,668 -4%
Fiera Capital (Canada)
463
Fiera Capital (Canada)
Quebec, Canada
$11M -$385K -7,231 -3%
PSUF
464
People's United Financial
Connecticut
$11M +$157K +2,942 +1%
AF
465
Ally Financial
Michigan
$10.9M -$5.02M -94,320 -32%
AG
466
Advisor Group
Arizona
$10.9M +$10.6M +198,396 New
TCM
467
Tufton Capital Management
Maryland
$10.8M -$372K -6,986 -3%
FNBT
468
FineMark National Bank & Trust
Florida
$10.8M +$475K +8,932 +5%
WSFS
469
Wilmington Savings Fund Society
Delaware
$10.8M -$581K -10,908 -5%
KB
470
Kimelman & Baird
New York
$10.7M
LSA
471
L & S Advisors
California
$10.7M +$10.3M +193,756 New
MCM
472
Monarch Capital Management
Indiana
$10.6M -$10.7K -201 -0.1%
PA
473
Profund Advisors
Maryland
$10.5M -$821K -15,433 -7%
LSERS
474
Louisiana State Employees Retirement System
Louisiana
$10.5M -$223K -4,192 -2%
PL
475
Parthenon LLC
Kentucky
$10.4M +$53K +996 +0.5%

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.