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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
MCM
976
Manchester Capital Management
Vermont
$2.28M
SA
977
Sicart Associates
New York
$2.27M +$63.6K +1,048 +3%
AWM
978
AE Wealth Management
Kansas
$2.27M +$388K +6,397 +21%
MBTD
979
Mechanics Bank - Trust Department
California
$2.26M -$283K -4,659 -11%
BONST
980
Bank of Nova Scotia Trust
Ontario, Canada
$2.26M -$342K -5,631 -13%
MSAM
981
Moloney Securities Asset Management
Missouri
$2.26M -$34.3K -566 -1%
AIM
982
Assured Investment Management
New York
$2.26M +$945K +15,580 +72%
KFS
983
Kurt F. Somerville
$2.25M -$26.9K -443 -1%
SGI
984
Summit Global Investments
Utah
$2.25M +$577K +9,504 +35%
CCM
985
Chickasaw Capital Management
Tennessee
$2.24M
OWD
986
Osborn Williams & Donohoe
Ohio
$2.23M +$14.3K +236 +0.6%
DT
987
Diversified Trust
Tennessee
$2.22M -$157K -2,584 -7%
BIC
988
Bridges Investment Counsel
Nebraska
$2.21M +$45.8K +755 +2%
FWM
989
Frontier Wealth Management
Missouri
$2.2M +$60.5K +997 +3%
FNB
990
Farmers National Bank
Kentucky
$2.2M -$145K -2,391 -6%
RBA
991
Richard Bernstein Advisors
New York
$2.19M
LJHT
992
Laurie J. Hall Trustee
$2.19M
RC
993
Roundview Capital
New Jersey
$2.18M -$6.37K -105 -0.3%
ANRIA
994
American National Registered Investment Advisor
Texas
$2.18M
FG
995
Fiduciary Group
Georgia
$2.17M -$121K -1,989 -5%
FCCM
996
First City Capital Management
Georgia
$2.17M -$4.73K -78 -0.2%
PVH
997
Psagot Value Holdings
Israel
$2.17M -$45.8K -755 -2%
MWM
998
Mission Wealth Management
California
$2.17M -$549K -9,055 -20%
BL
999
BFSG LLC
California
$2.17M +$2.17M +35,778 New
SFG
1000
SevenBridge Financial Group
Pennsylvania
$2.16M +$1.24M +20,376 +131%

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.