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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
LAM
551
Lebenthal Asset Management
New York
$8.88M -$456K -7,514 -5%
WAM
552
Winslow Asset Management
Ohio
$8.78M -$186K -3,066 -2%
AAM
553
AR Asset Management
California
$8.66M
BOH
554
Bank of Hawaii
Hawaii
$8.51M -$1.36M -22,384 -14%
CCT
555
Country Club Trust
Missouri
$8.49M -$20.4K -337 -0.2%
1SB
556
1ST Source Bank
Indiana
$8.46M -$52.5K -866 -0.6%
LBC
557
Lowe Brockenbrough & Co
Virginia
$8.39M -$62.2K -1,026 -0.7%
FAB
558
First American Bank
Illinois
$8.39M +$1.2M +19,789 +17%
NPF
559
Norris Perne & French
Michigan
$8.28M +$63.5K +1,047 +0.8%
TCM
560
Tradition Capital Management
New Jersey
$8.24M -$65K -1,071 -0.8%
HI
561
HBK Investments
Texas
$8.22M +$7.2M +118,738 +704%
MERSOM
562
Municipal Employees' Retirement System of Michigan
Michigan
$8.21M +$19.7K +325 +0.2%
GIM
563
Grassi Investment Management
California
$8.15M +$47.8K +788 +0.6%
FMLI
564
Fukoku Mutual Life Insurance
Japan
$8.14M -$12.7K -210 -0.2%
WC
565
Woodstock Corp
Massachusetts
$8.11M -$399K -6,576 -5%
Acadian Asset Management
566
Acadian Asset Management
Massachusetts
$8.08M -$1.65M -27,163 -17%
BC
567
Brinker Capital
Pennsylvania
$8.07M +$315K +5,197 +4%
Ninety One (UK)
568
Ninety One (UK)
United Kingdom
$7.99M +$589K +9,711 +8%
MCIM
569
Meadow Creek Investment Management
Georgia
$7.95M +$308K +5,081 +4%
SBH
570
Segall Bryant & Hamill
Illinois
$7.95M +$78.7K +1,298 +1%
IHM
571
Iguana Healthcare Management
New York
$7.94M +$954K +15,720 +14%
SFM
572
Systematic Financial Management
New Jersey
$7.92M -$9.02M -148,653 -53%
CAM
573
Cypress Asset Management
Texas
$7.88M -$172K -2,835 -2%
DMIC
574
Dixon Mitchell Investment Counsel
British Columbia, Canada
$7.85M -$390K -6,430 -5%
SGAM
575
Steinberg Global Asset Management
Florida
$7.82M -$1.87M -30,752 -19%

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.