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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
MAM
676
Mastrapasqua Asset Management
Tennessee
$5.42M +$100K +1,653 +2%
JCM
677
JD Capital Management
Connecticut
$5.41M +$5.42M +89,280 New
ACP
678
Ashfield Capital Partners
California
$5.38M +$910 +15 +0%
KLC
679
Knowledge Leaders Capital
Colorado
$5.37M -$5.54M -91,292 -51%
OPPM
680
Opus Point Partners Management
New York
$5.32M
HA
681
Hamel Associates
New Jersey
$5.32M +$98.5K +1,624 +2%
GP
682
Girard Partners
Pennsylvania
$5.31M +$557K +9,188 +12%
BWFA
683
Baltimore-Washington Financial Advisors
Maryland
$5.31M +$228K +3,759 +4%
UR
684
USCA RIA
Texas
$5.25M -$844K -13,906 -14%
JIC
685
Johnson Investment Counsel
Ohio
$5.23M -$28.5K -469 -0.5%
SWM
686
SVA Wealth Management
Wisconsin
$5.21M +$48.1K +793 +0.9%
WC
687
Whitney & Co
New York
$5.2M +$204K +3,358 +4%
GLRA
688
Gerald L. Ray & Associates
Texas
$5.18M +$37.2K +613 +0.7%
Kayne Anderson Rudnick Investment Management
689
Kayne Anderson Rudnick Investment Management
California
$5.13M +$445K +7,342 +9%
SIM
690
Spark Investment Management
New York
$5.13M +$5.13M +84,574 New
BSPF
691
British Steel Pension Fund
United Kingdom
$5.09M -$414K -6,820 -8%
BIC
692
Beach Investment Counsel
Pennsylvania
$5.09M
FGP
693
Foyston, Gordon, & Payne
Ontario, Canada
$5.08M +$83.7K +1,380 +2%
LS
694
Livforsakringsbolaget Skandia
Sweden
$5.07M -$6.71M -110,564 -57%
PWLP
695
Prio Wealth Limited Partnership
Massachusetts
$5.06M -$12.6K -208 -0.2%
CIM
696
Chiron Investment Management
New York
$5.04M +$5.05M +83,211 New
BB
697
Busey Bank
Illinois
$5.03M +$27.3K +450 +0.5%
SSB
698
Sandy Spring Bank
Maryland
$5M -$106K -1,745 -2%
OA
699
Outfitter Advisors
Virginia
$5M +$87.6K +1,444 +2%
LIA
700
LS Investment Advisors
Michigan
$4.99M -$126K -2,073 -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.