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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
AI
801
ArchPoint Investors
Florida
$3.72M -$244K -4,024 -6%
DAM
802
Doheny Asset Management
California
$3.72M -$30.2K -498 -0.8%
CAL
803
Capital Analysts LLC
Pennsylvania
$3.71M +$2.66M +43,775 +251%
AC
804
Allstate Corporation
Illinois
$3.68M -$4.34M -71,508 -54%
CT
805
Coastline Trust
Rhode Island
$3.64M +$56.1K +925 +2%
HCM
806
Hollencrest Capital Management
California
$3.63M -$48.5K -799 -1%
CVM
807
Cheviot Value Management
California
$3.62M -$67.3K -1,109 -2%
RMAM
808
Raab & Moskowitz Asset Management
New Jersey
$3.61M -$91.2K -1,503 -2%
HT
809
HighTower Trust
Texas
$3.61M -$85K -1,401 -2%
PHAM
810
Portland Hill Asset Management
United Kingdom
$3.6M +$3.6M +59,413 New
SMM
811
Stadion Money Management
Georgia
$3.6M +$71.3K +1,175 +2%
VAM
812
Visionary Asset Management
Texas
$3.59M +$82.8K +1,364 +2%
HTHT
813
Hemenway Trust Hemenway Trust
New Hampshire
$3.59M +$179K +2,955 +5%
II
814
IFM Investors
Australia
$3.56M +$1.32M +21,826 +59%
AP
815
Advisor Partners
California
$3.56M +$146K +2,411 +4%
RT
816
Rockland Trust
Massachusetts
$3.56M +$11.2K +184 +0.3%
FHA
817
First Horizon Advisors
Tennessee
$3.55M +$121K +1,989 +3%
CCM
818
Catawba Capital Management
Virginia
$3.55M +$52.2K +860 +1%
GT
819
Glenview Trust
Kentucky
$3.53M +$18K +296 +0.5%
William Blair Investment Management
820
William Blair Investment Management
Illinois
$3.52M +$3.53M +58,128 New
ST
821
Spot Trading
Illinois
$3.5M +$3.5M +57,667 New
BA
822
Bennicas & Associates
California
$3.5M -$82.7K -1,363 -2%
CCG
823
Cypress Capital Group
Florida
$3.49M -$62.4K -1,029 -2%
MCM
824
MAI Capital Management
Ohio
$3.47M -$120K -1,975 -3%
TNB
825
Thomasville National Bank
Georgia
$3.46M +$3.46M +57,097 New

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.