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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
HT
576
HAP Trading
New York
$7.73M -$11.1M -182,866 -59%
FPCM
577
Financial Partners Capital Management
New York
$7.71M -$434K -7,152 -5%
APFBOT
578
Amica Pension Fund Board of Trustees
Rhode Island
$7.68M
FSA
579
Franklin Street Advisors
North Carolina
$7.67M +$727K +11,988 +10%
PWM
580
Perigon Wealth Management
California
$7.62M -$9.95K -164 -0.1%
CIC
581
Cutler Investment Counsel
Oregon
$7.59M +$880K +14,504 +13%
KIC
582
Keating Investment Counselors
Florida
$7.58M -$10.8K -178 -0.1%
CTC
583
Central Trust Company
Missouri
$7.55M -$320K -5,282 -4%
WJA
584
Williams Jones & Associates
New York
$7.55M +$3.15K +52 +0%
LCM
585
Logan Capital Management
Pennsylvania
$7.46M -$1.75M -28,815 -19%
Fiera Capital (Canada)
586
Fiera Capital (Canada)
Quebec, Canada
$7.45M -$2.51M -41,312 -25%
Daiwa Securities Group
587
Daiwa Securities Group
Japan
$7.44M -$101K -1,671 -1%
TBA
588
Tower Bridge Advisors
Pennsylvania
$7.42M -$15K -247 -0.2%
BUB
589
BBVA USA Bancshares
Texas
$7.41M -$450K -7,421 -6%
MLL
590
Moody Lynn & Lieberson
Massachusetts
$7.38M +$4.86M +80,032 +192%
FFBTD
591
First Financial Bank - Trust Division
Ohio
$7.38M +$81.3K +1,340 +1%
SCM
592
Salem Capital Management
Massachusetts
$7.34M -$111K -1,834 -1%
MAM
593
Meeder Asset Management
Ohio
$7.3M -$747K -12,313 -9%
CAN
594
Cetera Advisor Networks
California
$7.3M +$42.4K +699 +0.6%
JFL
595
Jarislowsky, Fraser Ltd
Quebec, Canada
$7.3M -$12.8K -211 -0.2%
IA
596
Icon Advisers
Colorado
$7.26M +$7.26M +119,682 New
MI
597
Markston International
New York
$7.21M -$63.6K -1,048 -0.9%
MML Investors Services
598
MML Investors Services
Massachusetts
$7.15M +$6.85M +112,860 +2,235%
SLI
599
Sumitomo Life Insurance
Japan
$7.11M -$124K -2,038 -2%
11A
600
10-15 Associates
New York
$7.1M +$146K +2,408 +2%

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.