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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
LIM
726
Leavell Investment Management
Alabama
$4.73M +$92.8K +1,530 +2%
CAM
727
Capstone Asset Management
Texas
$4.73M +$80.1K +1,320 +2%
KRSITF
728
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.72M -$955K -15,746 -17%
CAM
729
Carret Asset Management
New York
$4.66M +$117K +1,925 +3%
MC
730
Moors & Cabot
Massachusetts
$4.65M -$36.4K -600 -0.8%
DWM
731
Doyle Wealth Management
Florida
$4.65M +$4.66M +76,734 New
CIA
732
Choate Investment Advisors
Massachusetts
$4.63M +$55.6K +917 +1%
JFGIW
733
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.58M -$67.3K -1,109 -1%
RS
734
Robeco Schweiz
Switzerland
$4.57M -$414K -6,825 -8%
ACPU
735
Arrowgrass Capital Partners (US)
Delaware
$4.57M -$12M -196,983 -72%
AI
736
Atria Investments
North Carolina
$4.56M +$332K +5,480 +8%
NC
737
Northpointe Capital
Michigan
$4.55M -$78.5K -1,294 -2%
LW
738
Linscomb Wealth
Texas
$4.54M +$355K +5,848 +8%
ECM
739
Exchange Capital Management
Michigan
$4.52M -$141K -2,317 -3%
SI
740
SII Investments
Wisconsin
$4.49M -$238K -3,930 -5%
HC
741
Hendley & Co
Ohio
$4.46M +$1.5M +24,791 +51%
ICOA
742
Investment Centers of America
North Dakota
$4.45M -$1.17M -19,296 -21%
GIA
743
Guyasuta Investment Advisors
Pennsylvania
$4.43M -$8.62K -142 -0.2%
SCA
744
Stonebridge Capital Advisors
Minnesota
$4.41M +$125K +2,058 +3%
AW
745
ACG Wealth
Georgia
$4.4M +$2.01M +33,095 +84%
MSV
746
MN Services Vermogensbeheer
Netherlands
$4.38M +$114K +1,887 +3%
I
747
IberiaBank
Louisiana
$4.37M -$565K -9,306 -11%
AT
748
Argent Trust
Texas
$4.37M +$118K +1,941 +3%
UFF
749
USA Financial Formulas
Michigan
$4.37M -$5.4M -88,994 -55%
CSIC
750
Clifford Swan Investment Counsel
California
$4.36M -$568K -9,369 -12%

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.