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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
WKWM
926
Walter & Keenan Wealth Management
Indiana
$2.62M +$1.33K +22 +0.1%
NFG
927
Next Financial Group
Texas
$2.62M -$682K -11,239 -20%
KTC
928
Kistler-Tiffany Companies
Pennsylvania
$2.62M +$26.9K +444 +1%
CLCM
929
Crawford Lake Capital Management
New Jersey
$2.61M +$2.61M +43,069 New
IC
930
Investment Counsel
Michigan
$2.61M -$386K -6,366 -13%
CG
931
Caprock Group
Idaho
$2.61M +$157K +2,594 +6%
CCM
932
Coldstream Capital Management
Washington
$2.6M +$184K +3,025 +8%
CHAM
933
Clear Harbor Asset Management
Connecticut
$2.59M +$49.4K +815 +2%
CA
934
Clearstead Advisors
Ohio
$2.59M +$85.1K +1,403 +3%
OCM
935
One Capital Management
California
$2.58M -$147K -2,430 -5%
IMOV
936
Investment Management of Virginia
Virginia
$2.55M -$43.8K -722 -2%
WIC
937
Woodmont Investment Counsel
Tennessee
$2.55M
GIA
938
Gargoyle Investment Advisor
New Jersey
$2.55M
SACTSONJ
939
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.54M -$5.7K -94 -0.2%
VFA
940
Voya Financial Advisors
Connecticut
$2.54M +$221K +3,638 +10%
PWAP
941
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.53M -$34.9K -575 -1%
QSS
942
Quantitative Systematic Strategies
Florida
$2.53M +$753K +12,412 +42%
BCA
943
Bray Capital Advisors
Florida
$2.53M +$57.8K +952 +2%
WI
944
WBI Investments
New Jersey
$2.53M +$2.53M +41,656 New
SBIA
945
Sheaff Brock Investment Advisors
Indiana
$2.51M -$745K -12,277 -23%
CP
946
Corbenic Partners
Pennsylvania
$2.5M -$2.61M -43,001 -51%
BIM
947
Bridges Investment Management
Nebraska
$2.5M -$1.43M -23,627 -36%
JPMIA
948
J.P. Marvel Investment Advisors
Massachusetts
$2.5M +$1.88K +31 +0.1%
WSTAM
949
Wilbanks Smith & Thomas Asset Management
Virginia
$2.49M +$200K +3,292 +9%
PTCG
950
Pring Turner Capital Group
California
$2.47M -$28.6K -472 -1%

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.