We are live on ! Find out more

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
Cambridge Investment Research Advisors
476
Cambridge Investment Research Advisors
Iowa
$10.3M +$523K +9,833 +6%
SAM
477
Strategy Asset Managers
California
$10.1M -$162K -3,044 -2%
OTPPB
478
Ontario Teachers' Pension Plan Board
Ontario, Canada
$10.1M -$445K -8,352 -4%
CCM
479
Covington Capital Management
California
$9.98M +$44K +827 +0.5%
Bank of Nova Scotia
480
Bank of Nova Scotia
Ontario, Canada
$9.83M -$2.57M -48,339 -21%
CAI
481
Capital Advisors Inc
Oklahoma
$9.81M +$428K +8,048 +5%
V
482
Veritable
Delaware
$9.8M -$377K -7,081 -4%
MC
483
Middleton & Co
Massachusetts
$9.79M -$852K -16,012 -8%
NLGIA
484
Nippon Life Global Investors Americas
New York
$9.7M -$1.39M -26,064 -13%
Mirae Asset Global Investments
485
Mirae Asset Global Investments
South Korea
$9.66M +$1.46M +27,505 +19%
EGA
486
Eagle Global Advisors
Texas
$9.65M +$20.2K +379 +0.2%
PP
487
Patten & Patten
Tennessee
$9.57M +$55K +1,034 +0.6%
Mackenzie Financial
488
Mackenzie Financial
Ontario, Canada
$9.51M +$822K +15,437 +10%
B
489
Barings
North Carolina
$9.43M -$318K -5,973 -3%
LH
490
Lebenthal Holdings
New York
$9.38M +$4.43M +83,196 +95%
DSI
491
Daiwa SB Investments
Japan
$9.34M -$335K -6,298 -4%
SC
492
Scotia Capital
Ontario, Canada
$9.34M -$556K -10,446 -6%
BHWM
493
Bar Harbor Wealth Management
New Hampshire
$9.3M +$72.8K +1,367 +0.8%
CIBC World Market
494
CIBC World Market
Ontario, Canada
$9.26M +$848K +15,935 +10%
AT
495
Acadia Trust
Maine
$9.19M +$68.9K +1,295 +0.8%
BCAM
496
Boston Common Asset Management
Massachusetts
$9.18M -$248K -4,669 -3%
BFM
497
Boston Financial Management
Massachusetts
$9.09M +$796K +14,950 +10%
FA
498
FDx Advisors
Illinois
$9.08M +$1.03M +19,297 +13%
CAM
499
Columbia Asset Management
Michigan
$9.07M +$136K +2,555 +2%
BOH
500
Bank of Hawaii
Hawaii
$9.04M -$175K -3,296 -2%

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.