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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
AAM
526
Auxier Asset Management
Oregon
$9.48M -$273K -4,507 -3%
GT
527
Greenleaf Trust
Michigan
$9.43M -$2.11M -34,838 -18%
CCT
528
Chemung Canal Trust
New York
$9.39M -$93.2K -1,537 -1%
MIFH
529
Migdal Insurance & Financial Holdings
Israel
$9.37M -$4.42M -72,798 -32%
EIA
530
Edgemoor Investment Advisors
Maryland
$9.31M -$53.8K -886 -0.6%
AIL
531
AGF Investments LLC
Ontario, Canada
$9.29M +$492K +8,116 +6%
CNB
532
Camden National Bank
Maine
$9.25M -$1.11M -18,337 -11%
JAM
533
Jupiter Asset Management
United Kingdom
$9.23M
SC
534
Scotia Capital
Ontario, Canada
$9.23M +$117K +1,925 +1%
Nomura Holdings
535
Nomura Holdings
Japan
$9.18M -$8.84M -145,725 -49%
FWIA
536
Fort Washington Investment Advisors
Ohio
$9.16M +$5.24M +86,412 +133%
Balyasny Asset Management
537
Balyasny Asset Management
Illinois
$9.12M -$77.5M -1,277,421 -89%
LIC
538
Lodestar Investment Counsel
Illinois
$9.12M -$194K -3,196 -2%
Victory Capital Management
539
Victory Capital Management
Texas
$9.11M -$556K -9,165 -6%
BFM
540
Boston Financial Management
Massachusetts
$9.1M -$405K -6,679 -4%
KIA
541
KCM Investment Advisors
California
$9.09M -$245K -4,040 -3%
AAC
542
Asset Advisors Corp
Georgia
$9.09M +$232K +3,825 +3%
CIS
543
Connors Investor Services
Pennsylvania
$9.05M -$253K -4,174 -3%
CA
544
CapWealth Advisors
Tennessee
$9.02M -$48.3K -796 -0.5%
AIP
545
Ameritas Investment Partners
Nebraska
$9M -$565K -9,306 -6%
CAM
546
Centre Asset Management
New York
$8.96M -$2.91M -47,904 -24%
WAM
547
Wolverine Asset Management
Illinois
$8.95M -$4.02M -66,209 -31%
MAA
548
Matrix Asset Advisors
New York
$8.93M +$695K +11,450 +8%
BII
549
Bainco International Investors
Massachusetts
$8.88M -$836K -13,774 -9%
KS
550
Karpas Strategies
Connecticut
$8.88M

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.