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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
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$440M +$4.53M +74,618 +1%
Fisher Asset Management
52
Fisher Asset Management
Washington
$436M +$3.86M +63,610 +0.9%
TA
53
Teachers Advisors
New York
$435M +$5.82M +95,868 +1%
Dimensional Fund Advisors
54
Dimensional Fund Advisors
Texas
$430M +$8.16M +134,512 +2%
Schroder Investment Management Group
55
Schroder Investment Management Group
United Kingdom
$422M +$14.4M +236,621 +4%
American Century Companies
56
American Century Companies
Missouri
$413M -$3.71M -61,199 -0.9%
Capital International Investors
57
Capital International Investors
California
$394M +$98M +1,614,549 +33%
Mitsubishi UFJ Trust & Banking
58
Mitsubishi UFJ Trust & Banking
Japan
$393M -$2.61M -43,009 -0.7%
PPA
59
Parametric Portfolio Associates
Washington
$371M -$77.4M -1,275,115 -17%
Loomis, Sayles & Company
60
Loomis, Sayles & Company
Massachusetts
$367M -$16.2M -267,003 -4%
O
61
OrbiMed
New York
$363M +$69.9M +1,152,485 +24%
Principal Financial Group
62
Principal Financial Group
Iowa
$363M -$36.7M -604,979 -9%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$362M -$15.9M -262,315 -4%
PI
64
Putnam Investments
Massachusetts
$362M +$75.6M +1,245,399 +26%
DZ Bank
65
DZ Bank
Germany
$359M +$86.7M +1,428,263 +32%
Canada Pension Plan Investment Board
66
Canada Pension Plan Investment Board
Ontario, Canada
$354M +$146M +2,410,610 +70%
Prudential Financial
67
Prudential Financial
New Jersey
$346M +$41.1M +678,202 +13%
RJA
68
Raymond James & Associates
Florida
$331M +$15.1M +248,313 +5%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$313M -$8.36M -137,786 -3%
Primecap Management
70
Primecap Management
California
$310M +$122M +2,008,177 +65%
VOYA Investment Management
71
VOYA Investment Management
Georgia
$308M +$13.4M +221,359 +5%
TIM
72
Thornburg Investment Management
New Mexico
$298M -$14.4M -236,878 -5%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$288M +$8.25M +136,039 +3%
Asset Management One
74
Asset Management One
Japan
$288M -$21.8M -359,223 -7%
PI
75
PGGM Investments
Netherlands
$276M -$16.4M -270,188 -6%

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.