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1,755 hedge funds and large institutions have $112B invested in Merck in 2015 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 716 increasing their positions, 662 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 59

6% more funds holding in top 10

Funds holding in top 10: 99105 (+6)

5% more capital invested

Capital invested by funds: $107B → $112B (+$5.53B)

5% more funds holding

Funds holding: 1,6731,755 (+82)

8% more repeat investments, than reductions

Existing positions increased: 716 | Existing positions reduced: 662

4% more call options, than puts

Call options by funds: $944M | Put options by funds: $909M

0.82% less ownership

Funds ownership: 78.05%77.23% (-0.82%)

Holders
1,755
Holders Change
+82
Holders Change %
+4.9%
% of All Funds
46.03%
Holding in Top 10
105
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.06%
% of All Funds
2.75%
New
165
Increased
716
Reduced
662
Closed
59
Calls
$944M
Puts
$909M
Net Calls
+$35.6M
Net Calls Change
+$144M
Name Holding Trade Value Shares
Change
Change in
Stake
SDIC
476
South Dakota Investment Council
South Dakota
$10.2M
FPCM
477
Financial Partners Capital Management
New York
$10.2M +$69.3K +1,375 +0.7%
ECM
478
Estabrook Capital Management
New York
$10.1M -$512K -10,165 -5%
NLGIA
479
Nippon Life Global Investors Americas
New York
$9.86M -$3.01M -59,632 -23%
KB
480
Kimelman & Baird
New York
$9.85M +$9.86M +195,493 New
Bank of Nova Scotia
481
Bank of Nova Scotia
Ontario, Canada
$9.75M +$2.11M +41,837 +28%
AHB
482
Abner Herrman & Brock
New Jersey
$9.72M -$246K -4,873 -2%
TAM
483
Trillium Asset Management
Massachusetts
$9.68M +$3.47M +68,869 +56%
GL
484
GLG LLC
New York
$9.65M -$2.32M -46,004 -19%
COPPSERS
485
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$9.64M +$81.8K +1,622 +0.9%
MCM
486
Monarch Capital Management
Indiana
$9.51M -$52.8K -1,048 -0.6%
MC
487
Middleton & Co
Massachusetts
$9.49M +$355K +7,038 +4%
Toronto Dominion Bank
488
Toronto Dominion Bank
Ontario, Canada
$9.44M -$745K -14,785 -7%
PL
489
Parthenon LLC
Kentucky
$9.41M +$73.5K +1,457 +0.8%
SAM
490
Strategy Asset Managers
California
$9.32M -$314K -6,230 -3%
AMI
491
Amica Mutual Insurance
Rhode Island
$9.26M
DSI
492
Daiwa SB Investments
Japan
$9.21M +$1.51M +29,894 +20%
OTPPB
493
Ontario Teachers' Pension Plan Board
Ontario, Canada
$9.14M +$255K +5,053 +3%
CCM
494
Covington Capital Management
California
$9.14M -$30.1K -597 -0.3%
PSUF
495
People's United Financial
Connecticut
$9.1M +$314K +6,236 +4%
WAM
496
Winslow Asset Management
Ohio
$9.07M -$148K -2,935 -2%
BOH
497
Bank of Hawaii
Hawaii
$9.07M -$1.05M -20,898 -10%
SAMNY
498
Samsung Asset Management (New York)
New York
$9.02M -$1.29M -25,603 -13%
MIH
499
Madison Investment Holdings
Wisconsin
$8.99M -$397K -7,881 -4%
FNBT
500
FineMark National Bank & Trust
Florida
$8.96M +$1.18M +23,501 +15%

MRK Hedge Fund Activity: Q4 2015 in Review

1,755 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q4 2015, worth a combined $112B — up 5.2% from $107B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new MRK positions and 59 closed out — a net gain of 106 holders — while 716 added to existing stakes and 662 trimmed.

The largest buyer was Millennium Management, adding an estimated $216M. The largest seller was Capital World Investors, cutting an estimated $522M.

  • 1,755 institutional investors held Merck (MRK) as of Q4 2015, up from 1,673 in Q3 2015.
  • Funds reported $112B of Merck stock for Q4 2015, up 5.2% quarter-over-quarter.
  • 165 funds opened new Merck positions in Q4 2015 and 59 closed out, a net change of +106 holders.
  • The largest Merck buyer in Q4 2015 was Millennium Management, an estimated $216M added.
  • The largest Merck seller in Q4 2015 was Capital World Investors, an estimated $522M sold.

Based on aggregated 13F filings for Q4 2015.