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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
Fuller & Thaler Asset Management
1001
Fuller & Thaler Asset Management
California
$2.16M +$1.3M +21,379 +150%
HWA
1002
Heritage Wealth Advisors
Virginia
$2.15M +$1.61M +26,575 +297%
AF
1003
Alerus Financial
North Dakota
$2.15M +$56.5K +932 +3%
HB
1004
Homrich & Berg
Georgia
$2.14M -$9.4K -155 -0.4%
BIMC
1005
Benson Investment Management Company
Virginia
$2.13M +$15.3K +252 +0.7%
DPIM
1006
Duff & Phelps Investment Management
Illinois
$2.12M -$64.2K -1,058 -3%
WCM
1007
Washington Capital Management
Washington
$2.12M
FA
1008
FMA Advisory
Pennsylvania
$2.12M +$2.12M +34,876 New
TI
1009
Trexquant Investment
Connecticut
$2.11M +$146K +2,411 +7%
MNBTD
1010
Moody National Bank Trust Division
Texas
$2.09M
WWM
1011
Willingdon Wealth Management
North Carolina
$2.09M +$79.5K +1,310 +4%
AC
1012
Abbrea Capital
California
$2.08M +$32K +528 +2%
ASC
1013
Atalanta Sosnoff Capital
New York
$2.08M +$53.7K +885 +3%
WS
1014
Wedbush Securities
California
$2.07M -$104K -1,712 -5%
NCM
1015
Narwhal Capital Management
Georgia
$2.07M
PNAA
1016
Pictet North America Advisors
Switzerland
$2.07M +$173K +2,856 +9%
IAA
1017
Independent Advisor Alliance
North Carolina
$2.06M +$936K +15,423 +84%
ST
1018
Spinnaker Trust
Maine
$2.04M +$78K +1,285 +4%
FIB
1019
First Interstate Bank
Montana
$2.04M -$67.3K -1,109 -3%
RWM
1020
Rench Wealth Management
Texas
$2.04M +$16.3K +269 +0.8%
AC
1021
AFAM Capital
Texas
$2.04M +$57.4K +946 +3%
FMBTD
1022
First Midwest Bank Trust Division
Illinois
$2.04M +$9.77K +161 +0.5%
NPC
1023
National Planning Corporation
California
$2.03M -$78.3K -1,291 -4%
KFBMI
1024
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.02M
IIC
1025
Integrated Investment Consultants
Michigan
$2.01M

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.