We are live on ! Find out more

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
CONA
601
Capital One National Association
New York
$7.05M -$94.2K -1,553 -1%
BBA
602
BLB&B Advisors
Pennsylvania
$7.02M +$86.8K +1,430 +1%
FMII
603
Farmers & Merchants Investments Inc
Nebraska
$7.02M +$9.53K +157 +0.1%
CIC
604
Canal Insurance Company
South Carolina
$6.99M
RHAM
605
Round Hill Asset Management
California
$6.96M
MCTIC
606
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$6.96M +$58.5K +964 +0.8%
BPM
607
Bowling Portfolio Management
Ohio
$6.95M +$3.83M +63,089 +122%
BCM
608
Beddow Capital Management
Wyoming
$6.93M -$32.8K -540 -0.5%
FFSOTS
609
Fiduciary Financial Services of The Southwest
Texas
$6.93M +$1.46K +24 +0%
Handelsbanken Fonder
610
Handelsbanken Fonder
Sweden
$6.93M +$3.37M +55,544 +95%
MYAM
611
Meiji Yasuda Asset Management
Japan
$6.91M +$220K +3,621 +3%
CB
612
Chemical Bank
Michigan
$6.91M -$17.2K -284 -0.2%
AT
613
Arden Trust
Delaware
$6.89M +$53.2K +877 +0.8%
BFA
614
Bragg Financial Advisors
North Carolina
$6.87M +$125K +2,060 +2%
DY
615
Dowling & Yahnke
California
$6.85M -$35.4K -583 -0.5%
RFM
616
Royal Fund Management
Florida
$6.81M +$500K +8,236 +8%
BFO
617
Boston Family Office
Massachusetts
$6.8M -$50.8K -838 -0.7%
CWM
618
Calamos Wealth Management
Illinois
$6.76M +$152K +2,498 +2%
GI
619
GAMCO Investors
Connecticut
$6.72M -$50.8K -838 -0.8%
Carson Wealth (CWM LLC)
620
Carson Wealth (CWM LLC)
Nebraska
$6.67M -$5.12M -84,359 -43%
SGCA
621
Steel Grove Capital Advisors
Tennessee
$6.62M +$1.04M +17,169 +19%
TC
622
Trust Company
Kansas
$6.58M +$652K +10,739 +11%
FCBT
623
First Citizens Bank & Trust
North Carolina
$6.58M -$1.81M -29,789 -22%
PPSG
624
Princeton Portfolio Strategies Group
New Jersey
$6.56M +$60.3K +994 +0.9%
OMCS
625
Old Mutual Customised Solutions
South Africa
$6.51M +$776K +12,787 +14%

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.