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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
HI
951
Hudock Inc
Pennsylvania
$2.47M +$335K +5,528 +16%
TSS
952
Two Sigma Securities
New York
$2.47M +$668K +11,011 +37%
ARMC
953
American Research & Management Company
Massachusetts
$2.46M -$150K -2,470 -6%
VDI
954
Vaughan David Investments
Illinois
$2.43M -$105K -1,731 -4%
AssetMark Inc
955
AssetMark Inc
California
$2.43M -$169K -2,781 -6%
OSNBOA
956
Old Second National Bank of Aurora
Illinois
$2.42M -$32.2K -530 -1%
PMG
957
ProVise Management Group
Florida
$2.42M
PI
958
Pettee Investors
Connecticut
$2.42M
EVM
959
Evelyn V. Moreno
$2.41M +$71.5K +1,179 +3%
AIM
960
Anchor Investment Management
South Carolina
$2.41M -$35.9K -592 -1%
PVWM
961
Point View Wealth Management
New Jersey
$2.41M +$229K +3,781 +11%
LFAS
962
Level Four Advisory Services
Texas
$2.41M +$237K +3,905 +11%
WSCM
963
Wellington Shields Capital Management
New York
$2.41M +$35K +577 +1%
DIA
964
Denver Investment Advisors
Colorado
$2.4M +$34.3K +565 +1%
WTB
965
Washington Trust Bank
Washington
$2.4M +$227K +3,734 +10%
SGA
966
Strategic Global Advisors
California
$2.4M -$113K -1,864 -5%
WPC
967
White Pine Capital
Minnesota
$2.38M -$18.1K -299 -0.8%
RIM
968
Regent Investment Management
Kentucky
$2.37M -$70K -1,153 -3%
NGA
969
Naples Global Advisors
Florida
$2.37M +$164K +2,695 +7%
MRCM
970
M&R Capital Management
New Jersey
$2.36M -$58.2K -959 -2%
ACM
971
Alpha Capital Management
Texas
$2.36M +$108K +1,777 +5%
PWW
972
Pettyjohn Wood & White
Virginia
$2.34M -$30.5K -502 -1%
DWT
973
Dorsey & Whitney Trust
South Dakota
$2.32M +$292K +4,811 +14%
PAI
974
Pittenger & Anderson Inc
Nebraska
$2.3M -$39.1K -644 -2%
BCMO
975
Buckingham Capital Management (Ohio)
Ohio
$2.29M -$16.5K -272 -0.7%

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.