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
RWA
901
Ropes Wealth Advisors
Massachusetts
$2.85M +$325K +5,364 +13%
SOADOR
902
State of Alaska Department of Revenue
Alaska
$2.85M +$844K +13,918 +42%
CCFCSB
903
Cape Cod Five Cents Savings Bank
Massachusetts
$2.81M -$111K -1,825 -4%
VLKIM
904
Van Lanschot Kempen Investment Management
Netherlands
$2.81M +$1.06M +17,459 +60%
BKA
905
Brick & Kyle Associates
Pennsylvania
$2.79M +$39K +643 +1%
PAM
906
PVG Asset Management
Colorado
$2.78M +$867K +14,296 +45%
KPCM
907
Kings Point Capital Management
New York
$2.78M +$222K +3,654 +9%
BCB
908
Brian C. Broderick
$2.77M -$75K -1,236 -3%
CYG
909
Clean Yield Group
Vermont
$2.77M +$57.3K +944 +2%
WT
910
Washington Trust
Rhode Island
$2.76M -$34.7K -572 -1%
Jacobs Levy Equity Management
911
Jacobs Levy Equity Management
New Jersey
$2.76M +$2.4M +39,614 +677%
MAM
912
Morse Asset Management
Connecticut
$2.75M +$2.75M +45,327 New
WHG
913
Westwood Holdings Group
Texas
$2.74M +$2.31M +38,073 +533%
IC
914
Intersect Capital
California
$2.74M -$604K -9,963 -18%
WAM
915
Wealthspire Advisors (Maryland)
Maryland
$2.72M +$196K +3,230 +8%
GSBTD
916
Glenview State Bank Trust Department
Illinois
$2.71M +$89.1K +1,468 +3%
TMAM
917
Tokio Marine Asset Management
Japan
$2.71M -$2.35M -38,738 -46%
HIM
918
Hanlon Investment Management
New Jersey
$2.71M +$2.71M +44,695 New
SA
919
Strategic Advisors
New York
$2.69M +$407K +6,710 +18%
SNB
920
Security National Bank
Nebraska
$2.67M +$2.67M +44,032 New
SIM
921
Sonora Investment Management
Arizona
$2.66M +$164K +2,699 +7%
SS
922
Simplicity Solutions
Minnesota
$2.66M +$292K +4,807 +12%
SFP
923
Shepherd Financial Partners
Massachusetts
$2.65M -$222K -3,666 -8%
JSL
924
JT Stratford LLC
Georgia
$2.65M +$67.9K +1,119 +3%
MCM
925
Maryland Capital Management
Maryland
$2.63M -$106K -1,746 -4%

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.