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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
LYV
851
Live Your Vision
Pennsylvania
$3.23M -$1.27K -21 -0%
TNBTD
852
Trustmark National Bank Trust Department
Mississippi
$3.22M +$33.9K +558 +1%
VWM
853
Valley Wealth Managers
New Jersey
$3.2M +$73.5K +1,212 +2%
FNBOO
854
First National Bank of Omaha
Nebraska
$3.2M +$47.7K +787 +2%
GA
855
GFS Advisors
Texas
$3.19M +$670K +11,045 +27%
AF
856
Ally Financial
Michigan
$3.18M +$1.91M +31,440 +150%
NSIM
857
North Star Investment Management
Illinois
$3.17M -$8.62K -142 -0.3%
JC
858
Jacobs & Co
California
$3.17M +$52.9K +872 +2%
LFR
859
Lehman Financial Resources
Pennsylvania
$3.17M +$6.98K +115 +0.2%
BRWA
860
B. Riley Wealth Advisors
Florida
$3.16M +$179K +2,950 +6%
AP
861
AHL Partners
United Kingdom
$3.15M +$930K +15,335 +42%
IRF
862
IBM Retirement Fund
New York
$3.15M -$14.1M -232,404 -85%
BCM
863
BTC Capital Management
Iowa
$3.15M -$23.1K -381 -0.7%
FNBTCON
864
First National Bank & Trust Co of Newtown
Pennsylvania
$3.14M -$2.43K -40 -0.1%
BE
865
Bonness Enterprises
District of Columbia
$3.14M
TF
866
Tompkins Financial
New York
$3.13M +$35.4K +583 +1%
ISB
867
Iowa State Bank
Iowa
$3.13M +$157K +2,584 +5%
CIA
868
Covington Investment Advisors
Pennsylvania
$3.13M +$28.3K +467 +0.9%
AIM
869
Alambic Investment Management
California
$3.13M +$3.13M +51,541 New
AWA
870
ARS Wealth Advisors
Florida
$3.12M +$85.8K +1,414 +3%
OA
871
Oak Associates
Ohio
$3.11M -$146K -2,410 -4%
RMCM
872
Reynders McVeigh Capital Management
Massachusetts
$3.11M -$180K -2,963 -5%
HCM
873
Howland Capital Management
Massachusetts
$3.11M -$31K -511 -1%
TYCC
874
Texas Yale Capital Corp
Florida
$3.07M +$100K +1,651 +3%
WDA
875
Wendell David Associates
New Hampshire
$3.06M -$58.7K -967 -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.