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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
SIC
501
Salem Investment Counselors
North Carolina
$10.1M +$355K +5,848 +4%
GIM
502
Goelzer Investment Management
Indiana
$10.1M +$13.1K +216 +0.1%
ELC
503
Edgar Lomax Company
Virginia
$10.1M -$64.4M -1,061,560 -86%
BHWM
504
Bar Harbor Wealth Management
New Hampshire
$10.1M -$381K -6,285 -4%
TIAAOA
505
Teachers Insurance & Annuity Association of America
New York
$10M
HIM
506
Hermes Investment Management
United Kingdom
$9.99M -$25.5K -420 -0.3%
MC
507
Middleton & Co
Massachusetts
$9.97M -$291K -4,799 -3%
CAM
508
Columbia Asset Management
Michigan
$9.9M -$41.1K -677 -0.4%
Point72 Asset Management
509
Point72 Asset Management
Connecticut
$9.85M +$9.86M +162,440 New
LMGAM
510
Liberty Mutual Group Asset Management
Massachusetts
$9.85M -$3.27M -53,913 -25%
JMFC
511
J.M. Forbes & Co
Massachusetts
$9.84M -$62.2K -1,025 -0.6%
FAAS
512
First Allied Advisory Services
California
$9.84M -$1.67M -27,452 -14%
GAM
513
Guinness Asset Management
United Kingdom
$9.81M +$1.16M +19,042 +13%
CI
514
Cigna Investments
Connecticut
$9.8M +$747K +12,316 +8%
QC
515
Quadrature Capital
United Kingdom
$9.79M +$9.8M +161,455 New
WTC
516
WhitTier Trust Company
Nevada
$9.74M +$606K +9,983 +7%
AMI
517
Amica Mutual Insurance
Rhode Island
$9.7M
NAM
518
North American Management
Massachusetts
$9.69M +$381K +6,272 +4%
APSP
519
Asset Planning Services (Pennsylvania)
Pennsylvania
$9.67M +$2.23M +36,702 +30%
GCM
520
Gabalex Capital Management
New York
$9.53M -$7.95M -131,000 -45%
GTC
521
Ghost Tree Capital
New York
$9.53M -$4.77M -78,600 -33%
EWM
522
Evercore Wealth Management
New York
$9.52M +$201K +3,320 +2%
DSI
523
Daiwa SB Investments
Japan
$9.52M -$497K -8,196 -5%
GMI
524
Greystone Managed Investments
Saskatchewan, Canada
$9.5M -$639K -10,529 -6%
BCPEM
525
Bain Capital Public Equity Management
Massachusetts
$9.49M +$9.5M +156,571 New

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.