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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
MME
451
Meag Munich Ergo
Germany
$13.2M -$23.1M -380,676 -63%
ARTA
452
A.R.T. Advisors
New York
$13.1M +$9.58M +157,829 +272%
PWP
453
Private Wealth Partners
California
$13M -$263K -4,336 -2%
COPPSERS
454
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$12.9M +$2.9M +47,799 +29%
TH
455
TCTC Holdings
Texas
$12.9M -$15.8K -261 -0.1%
MA
456
Montag & Associates
Georgia
$12.8M -$362K -5,972 -3%
CS
457
Central Securities
New York
$12.7M
CCM
458
Cadence Capital Management
Massachusetts
$12.5M -$211K -3,475 -2%
FNT
459
First National Trust
Pennsylvania
$12.4M -$35.7K -589 -0.3%
FA
460
FDx Advisors
Illinois
$12.4M -$485K -7,989 -4%
AB
461
Amalgamated Bank
New York
$12.4M +$715K +11,777 +6%
Squarepoint
462
Squarepoint
New York
$12.3M -$6M -98,944 -33%
SCA
463
Stillwater Capital Advisors
Pennsylvania
$12.3M -$187K -3,080 -1%
V
464
Veritable
Delaware
$12.3M +$202K +3,335 +2%
WSFS
465
Wilmington Savings Fund Society
Delaware
$12.2M -$51K -841 -0.4%
TU
466
TDAM USA
Ontario, Canada
$12.1M +$1.04M +17,215 +9%
Cambridge Investment Research Advisors
467
Cambridge Investment Research Advisors
Iowa
$12.1M -$369K -6,085 -3%
Mirae Asset Global Investments
468
Mirae Asset Global Investments
South Korea
$12M +$685K +11,294 +6%
PL
469
Perpetual Ltd
Australia
$12M -$973K -16,034 -7%
GIA
470
Granite Investment Advisors
New Hampshire
$11.9M +$5.41M +89,174 +83%
MC
471
Martin Currie
United Kingdom
$11.8M -$1.55M -25,466 -12%
CCA
472
Cobblestone Capital Advisors
New York
$11.8M -$142K -2,342 -1%
Jones Financial Companies
473
Jones Financial Companies
Missouri
$11.8M -$482K -7,945 -4%
BAM
474
Berkshire Asset Management
Pennsylvania
$11.7M +$459K +7,569 +4%
PG
475
PEAK6 Group
Illinois
$11.7M +$841K +13,858 +8%

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.