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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
AL
76
AJO LP
Pennsylvania
$275M +$144K +2,373 +0.1%
HSBC Holdings
77
HSBC Holdings
United Kingdom
$268M +$25.3M +416,790 +10%
PAM
78
Panagora Asset Management
Massachusetts
$262M +$93.6M +1,543,485 +55%
Russell Investments Group
79
Russell Investments Group
United Kingdom
$261M +$20.1M +331,066 +8%
LCOV
80
London Company of Virginia
Virginia
$260M +$13.9M +229,381 +6%
Allianz Asset Management
81
Allianz Asset Management
Germany
$258M +$40M +659,458 +18%
Swedbank
82
Swedbank
Sweden
$254M +$8.51M +140,294 +3%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$253M -$1.85M -30,476 -0.7%
Adage Capital Partners
84
Adage Capital Partners
Massachusetts
$252M -$50.5M -833,160 -17%
State of New Jersey Common Pension Fund D
85
State of New Jersey Common Pension Fund D
New Jersey
$238M -$15.6M -256,760 -6%
GT
86
Glenmede Trust
Pennsylvania
$237M +$80.6M +1,327,845 +52%
USAA
87
United Services Automobile Association
Texas
$234M +$2.63M +43,388 +1%
Arrowstreet Capital
88
Arrowstreet Capital
Massachusetts
$233M +$233M +3,839,264 New
PP
89
Prudential plc
United Kingdom
$222M -$18.1M -299,013 -8%
State of Wisconsin Investment Board
90
State of Wisconsin Investment Board
Wisconsin
$211M +$33.8M +557,540 +19%
Millennium Management
91
Millennium Management
New York
$208M -$91.9M -1,514,212 -31%
SSM
92
Sound Shore Management
Connecticut
$206M -$4.28M -70,508 -2%
Stifel Financial
93
Stifel Financial
Missouri
$203M +$4.96M +81,722 +3%
Canada Life
94
Canada Life
Manitoba, Canada
$197M +$922K +15,195 +0.5%
NIPH
95
NN Investment Partners Holdings
Netherlands
$193M -$9.5M -156,541 -5%
Chevy Chase Trust
96
Chevy Chase Trust
Maryland
$192M +$6.56M +108,068 +4%
Fayez Sarofim & Co
97
Fayez Sarofim & Co
Texas
$191M -$5.87M -96,694 -3%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$190M -$26.3M -433,327 -12%
Barclays
99
Barclays
United Kingdom
$189M -$2.41M -39,770 -1%
M&T Bank
100
M&T Bank
New York
$187M -$2.76M -45,427 -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.