We are live on ! Find out more

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
NMIFOAC
876
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.04M
MCM
877
Murphy Capital Management
New Jersey
$3.02M +$13.1K +216 +0.4%
SPC
878
Sigma Planning Corp
Michigan
$3.02M +$149K +2,452 +5%
DBT
879
Dubuque Bank & Trust
Iowa
$3.02M +$502K +8,270 +20%
WIC
880
Whitegate Investment Counselors
New Hampshire
$3M -$203K -3,354 -6%
BCP
881
Blue Chip Partners
Michigan
$3M -$202K -3,334 -6%
MIM
882
Montgomery Investment Management
Maryland
$2.99M -$92K -1,516 -3%
MCM
883
Mengis Capital Management
Oregon
$2.99M +$105K +1,729 +4%
GC
884
Grimes & Company
Massachusetts
$2.98M -$26.9K -444 -0.9%
SBWIC
885
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.98M -$35K -577 -1%
FNT
886
First Nebraska Trust
Nebraska
$2.98M +$143K +2,360 +5%
LNB
887
Ledyard National Bank
$2.97M -$3.22M -53,083 -52%
HK
888
Horizon Kinetics
New York
$2.94M -$98.9K -1,630 -3%
PBT
889
Pictet Bank & Trust
Bahamas
$2.93M -$439K -7,231 -13%
VFM
890
Viking Fund Management
North Dakota
$2.92M +$509K +8,384 +21%
NFA
891
Nuveen Fund Advisors
Illinois
$2.91M -$1.93M -31,752 -40%
TCMG
892
TSP Capital Management Group
New Jersey
$2.91M
IIM
893
Ipswich Investment Management
Massachusetts
$2.9M -$6.37K -105 -0.2%
ASN
894
Advisory Services Network
Georgia
$2.9M +$2.9M +47,864 New
HCM
895
Horan Capital Management
Maryland
$2.87M -$76K -1,253 -3%
MCA
896
Mercer Capital Advisers
New Jersey
$2.86M -$69.6K -1,148 -2%
AMCA
897
Arthur M. Cohen & Associates
Illinois
$2.86M -$57.9K -954 -2%
NBC
898
Neuberger Berman Canada
Ontario, Canada
$2.86M +$1.31M +21,565 +84%
LSA
899
L & S Advisors
California
$2.85M -$76.3K -1,257 -3%
BGC
900
Blue Granite Capital
South Carolina
$2.85M

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.