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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
SAIG
701
Semper Augustus Investments Group
Colorado
$4.99M
MPM
702
Meritage Portfolio Management
Kansas
$4.97M -$260K -4,288 -5%
NB
703
NBT Bank
New York
$4.97M +$20.5K +338 +0.4%
FDCC
704
Foster Dykema Cabot & Co
Massachusetts
$4.96M +$74K +1,219 +2%
BAS
705
Brown Advisory Securities
Maryland
$4.95M +$82.1K +1,353 +2%
TAM
706
Tealwood Asset Management
Minnesota
$4.91M -$711K -11,717 -13%
MGIA
707
Matthew Goff Investment Advisor
Texas
$4.89M +$4.89M +80,637 New
Twin Tree Management
708
Twin Tree Management
Texas
$4.87M -$5.66M -93,344 -54%
PFO
709
Pathstone Family Office
New Jersey
$4.85M -$82.6K -1,362 -2%
CC
710
Cipher Capital
New York
$4.85M -$6.33M -104,367 -57%
ACM
711
Adalta Capital Management
New York
$4.84M +$4.81M +79,297 New
Pacer Advisors
712
Pacer Advisors
Pennsylvania
$4.84M +$502K +8,273 +12%
FNFDCM
713
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.82M -$13.5K -222 -0.3%
FMT
714
First Mercantile Trust
Tennessee
$4.81M -$249K -4,106 -5%
CNBT
715
Canandaigua National Bank & Trust
New York
$4.81M -$200K -3,302 -4%
BC
716
Bartlett & Co
Ohio
$4.8M -$31.1K -513 -0.6%
CRB
717
Chad R. Baker
$4.8M
PHS
718
Pekin Hardy Strauss
Illinois
$4.79M +$121K +1,999 +3%
TCM
719
Texan Capital Management
Texas
$4.79M +$11.3K +186 +0.2%
SGH
720
Sivik Global Healthcare
Connecticut
$4.77M -$2.54M -41,920 -35%
B
721
Bailard
California
$4.76M -$63.1K -1,040 -1%
CAM
722
Chesapeake Asset Management
New York
$4.76M -$27.1K -446 -0.6%
AF
723
Arrow Financial
New York
$4.75M -$18.6K -307 -0.4%
TCOT
724
Trust Company of Toledo
Ohio
$4.75M +$971 +16 +0%
BCM
725
Birmingham Capital Management
Alabama
$4.74M

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.