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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
CAI
476
Capital Advisors Inc
Oklahoma
$11.7M +$186K +3,071 +2%
MCM
477
Monarch Capital Management
Indiana
$11.6M +$19.2K +316 +0.2%
CCM
478
Covington Capital Management
California
$11.6M +$230K +3,795 +2%
ELI
479
Empire Life Investments
Ontario, Canada
$11.5M -$2.01M -33,167 -15%
KB
480
Kimelman & Baird
New York
$11.5M -$53.8K -887 -0.5%
B
481
Barings
North Carolina
$11.4M +$4.57M +75,393 +67%
SDIC
482
South Dakota Investment Council
South Dakota
$11.4M
GL
483
GLG LLC
New York
$11.2M -$601K -9,904 -5%
TCM
484
Tufton Capital Management
Maryland
$11.2M -$62.7K -1,034 -0.6%
KRS
485
Kentucky Retirement Systems
Kentucky
$11.2M -$1.53M -25,197 -12%
FNBT
486
FineMark National Bank & Trust
Florida
$11.2M +$500K +8,236 +5%
AG
487
Advisor Group
Arizona
$11.1M -$77.7K -1,280 -0.7%
PA
488
Profund Advisors
Maryland
$11.1M +$805K +13,266 +8%
CG
489
Clinton Group
New York
$11M +$5.9M +97,260 +115%
NA
490
Neuburgh Advisers
California
$10.9M +$424K +6,986 +4%
OTPPB
491
Ontario Teachers' Pension Plan Board
Ontario, Canada
$10.9M +$351K +5,785 +3%
PL
492
Parthenon LLC
Kentucky
$10.8M -$310K -5,109 -3%
LSERS
493
Louisiana State Employees Retirement System
Louisiana
$10.7M -$299K -4,925 -3%
Tudor Investment Corp
494
Tudor Investment Corp
Connecticut
$10.7M +$10.1M +166,241 +1,602%
EGA
495
Eagle Global Advisors
Texas
$10.6M +$39K +643 +0.4%
SAM
496
Strategy Asset Managers
California
$10.5M -$247K -4,075 -2%
PP
497
Patten & Patten
Tennessee
$10.4M +$230K +3,785 +2%
BCAM
498
Boston Common Asset Management
Massachusetts
$10.2M -$138K -2,270 -1%
RPAM
499
Rhenman & Partners Asset Management
Sweden
$10.2M +$5.72M +94,320 +129%
ECM
500
Estabrook Capital Management
New York
$10.2M -$286K -4,706 -3%

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.