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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
CC
626
Capital Counsel
New York
$6.5M +$126K +2,078 +2%
ECM
627
ETrade Capital Management
Virginia
$6.37M +$209K +3,441 +3%
PCM
628
Parsons Capital Management
Rhode Island
$6.35M -$108K -1,786 -2%
PP
629
Prospector Partners
Connecticut
$6.31M -$19.1K -314 -0.3%
ACC
630
Accident Compensation Corp
New Zealand
$6.26M -$191K -3,144 -3%
OIM
631
Opus Investment Management
Massachusetts
$6.25M
OCM
632
Oakwood Capital Management
California
$6.24M -$71.2K -1,173 -1%
LDB
633
Lee, Danner & Bass
Tennessee
$6.24M -$23.5K -387 -0.4%
FB
634
Fulton Bank
Pennsylvania
$6.15M -$426K -7,019 -6%
LCM
635
Laurion Capital Management
New York
$6.15M +$1.11M +18,294 +22%
FBP
636
Flippin Bruce & Porter
Virginia
$6.14M -$2.6M -42,814 -30%
CB
637
Community Bank
New York
$6.14M -$68.7K -1,133 -1%
BCM
638
BTR Capital Management
California
$6.1M +$1.77M +29,208 +41%
BIA
639
Barry Investment Advisors
Massachusetts
$6.09M -$38.6K -636 -0.6%
BAM
640
Barrett Asset Management
New York
$6.08M -$96.9K -1,598 -2%
BCM
641
Brookstone Capital Management
Illinois
$6.06M +$644K +10,618 +12%
GWM
642
Geneos Wealth Management
Colorado
$6.06M +$967K +15,942 +19%
LWCFA
643
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.04M -$27.1K -446 -0.4%
BT
644
Beacon Trust
New Jersey
$6.01M +$13K +214 +0.2%
TSW
645
Thompson Siegel & Walmsley
Virginia
$5.97M -$61.3K -1,011 -1%
ACM
646
Argyle Capital Management
Pennsylvania
$5.96M -$12.7K -209 -0.2%
NSEDCP
647
NJ State Employees Deferred Compensation Plan
New Jersey
$5.92M
Connor, Clark & Lunn Investment Management (CC&L)
648
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.91M +$5.91M +97,464 New
SSWM
649
Smith Salley Wealth Management
North Carolina
$5.89M -$93.6K -1,542 -2%
TCOV
650
Trust Company of Vermont
Vermont
$5.88M

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.