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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
JAFL
751
Jay A. Fishman Ltd
Michigan
$4.36M -$355K -5,859 -8%
BFA
752
Beaumont Financial Advisors
Massachusetts
$4.36M +$131K +2,161 +3%
AFG
753
Albion Financial Group
Utah
$4.31M -$67.2K -1,108 -2%
UBWV
754
United Bank (West Virginia)
West Virginia
$4.31M -$178K -2,926 -4%
RG
755
Rathbones Group
United Kingdom
$4.29M +$461K +7,594 +12%
Cerity Partners
756
Cerity Partners
New York
$4.29M +$4.29M +70,728 New
HVIA
757
Hudson Valley Investment Advisors
New York
$4.25M +$95.1K +1,567 +2%
UBV
758
United Bank (Virginia)
Virginia
$4.25M +$538K +8,863 +14%
MA
759
Marshwinds Advisory
Georgia
$4.23M -$73.5K -1,211 -2%
FNBOMD
760
First National Bank of Mount Dora
Florida
$4.23M +$816K +13,456 +24%
VIA
761
Vantage Investment Advisors
Pennsylvania
$4.22M +$531K +8,757 +14%
BHA
762
Beech Hill Advisors
New York
$4.19M -$23.8K -393 -0.6%
SIG
763
Sky Investment Group
Connecticut
$4.19M -$22K -362 -0.5%
MDCM
764
Morgan Dempsey Capital Management
Wisconsin
$4.18M +$644K +10,616 +18%
ACM
765
Advent Capital Management
New York
$4.13M
SFS
766
Strategic Financial Services
New York
$4.13M -$2.55K -42 -0.1%
LA
767
Lau Associates
Delaware
$4.1M +$530K +8,733 +15%
LPL Financial
768
LPL Financial
California
$4.1M -$4M -65,860 -49%
BO
769
Bank OZK
Arkansas
$4.09M +$208K +3,424 +5%
AAIM
770
American Assets Investment Management
California
$4.07M -$1.02M -16,768 -20%
SWP
771
Stratos Wealth Partners
Ohio
$4.07M +$734K +12,096 +22%
CIA
772
Capital Investment Advisors
Georgia
$4.04M +$183K +3,017 +5%
CAM
773
Covenant Asset Management
New Jersey
$4.04M -$340K -5,607 -8%
PJSIMP
774
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.03M -$62.5K -1,031 -2%
FBT
775
First Bankers Trust
Kentucky
$4.03M -$70.6K -1,164 -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.