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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
ClearBridge Investments
26
ClearBridge Investments
New York
$852M +$4.92M +81,056 +0.6%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$824M -$33.4M -550,570 -4%
Macquarie Group
28
Macquarie Group
Australia
$797M -$13.3M -219,980 -2%
TCIM
29
TIAA CREF Investment Management
New York
$794M -$41M -676,476 -5%
Sanders Capital
30
Sanders Capital
Florida
$752M +$23.2M +382,809 +3%
Charles Schwab
31
Charles Schwab
California
$698M +$1.37M +22,644 +0.2%
Federated Hermes
32
Federated Hermes
Pennsylvania
$694M -$24.6M -404,904 -3%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$671M +$26.9M +443,904 +4%
Swiss National Bank
34
Swiss National Bank
Switzerland
$660M +$134M +2,203,211 +25%
UBS AM
35
UBS AM
Illinois
$632M +$127M +2,101,325 +25%
UBS Group
36
UBS Group
Switzerland
$628M +$32.7M +539,535 +5%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$624M +$2.65M +43,752 +0.4%
O
38
OppenheimerFunds
New York
$617M +$72.3M +1,192,107 +13%
LSV Asset Management
39
LSV Asset Management
Illinois
$616M -$5.14M -84,678 -0.8%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$571M +$190M +3,126,518 +50%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$525M +$986K +16,256 +0.2%
IFP
42
Independent Franchise Partners
United Kingdom
$523M -$10.3M -170,016 -2%
AllianceBernstein
43
AllianceBernstein
Tennessee
$518M -$908K -14,972 -0.2%
AQR Capital Management
44
AQR Capital Management
Connecticut
$518M +$99.3M +1,636,822 +24%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$504M +$2.93M +48,263 +0.6%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$500M -$3.61M -59,524 -0.7%
APG Asset Management
47
APG Asset Management
Netherlands
$472M -$60.3M -994,352 -11%
Renaissance Technologies
48
Renaissance Technologies
New York
$468M +$468M +7,716,460 New
CS
49
Credit Suisse
Switzerland
$458M +$97.7M +1,610,672 +27%
Capital Research Global Investors
50
Capital Research Global Investors
California
$456M +$253K +4,177 +0.1%

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.