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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
BCM
651
Bourgeon Capital Management
Connecticut
$5.86M +$276K +4,543 +5%
NEI
652
Northwest & Ethical Investments
Ontario, Canada
$5.85M +$1.88M +30,919 +47%
ONB
653
Old National Bancorp
Indiana
$5.84M +$24.2K +399 +0.4%
Westfield Capital Management
654
Westfield Capital Management
Massachusetts
$5.75M +$4.98M +82,137 +645%
FVCM
655
F&V Capital Management
Florida
$5.75M +$154K +2,542 +3%
SB
656
Simmons Bank
Arkansas
$5.74M -$51.3K -846 -0.9%
CA
657
Cornerstone Advisors
North Carolina
$5.74M
LNWWM
658
Laird Norton Wetherby Wealth Management
California
$5.73M -$16.4K -270 -0.3%
MPI
659
Mairs & Power Inc
Minnesota
$5.73M -$489K -8,064 -8%
MIM
660
Marco Investment Management
Georgia
$5.63M -$50.9K -839 -0.9%
IA
661
IFP Advisors
Florida
$5.62M +$100K +1,648 +2%
EM
662
Excalibur Management
Massachusetts
$5.61M -$47.7K -786 -0.8%
GG
663
Greenwood Gearhart
Arkansas
$5.61M +$230K +3,798 +4%
CK
664
Cohen Klingenstein
New York
$5.56M
RC
665
RegentAtlantic Capital
New Jersey
$5.5M -$414K -6,830 -7%
RIG
666
Renaissance Investment Group
Massachusetts
$5.49M +$7.89K +130 +0.1%
LA
667
Lynch & Associates
Indiana
$5.49M +$257K +4,237 +5%
PCA
668
Personal Capital Advisors
California
$5.48M +$465K +7,660 +9%
PP
669
Palladium Partners
Virginia
$5.48M -$126K -2,085 -2%
GCC
670
Guardian Capital (Canada)
Ontario, Canada
$5.48M +$830K +13,674 +18%
BG
671
Bollard Group
Massachusetts
$5.48M +$325K +5,355 +6%
DG
672
Davidson & Garrard
Virginia
$5.47M -$191K -3,141 -3%
CA
673
Continental Advisors
Utah
$5.46M -$540K -8,908 -9%
CBN
674
Cadence Bank NA
Texas
$5.45M -$16.9K -279 -0.3%
AAM
675
Augustine Asset Management
Florida
$5.44M +$97.3K +1,603 +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.