We are live on ! Find out more
MRK icon

Merck
MRK

1,926 hedge funds and large institutions have $130B invested in Merck in 2017 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 796 increasing their positions, 779 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $1.77B | Put options by funds: $1.17B

6% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 79

2% more repeat investments, than reductions

Existing positions increased: 796 | Existing positions reduced: 779

1% more funds holding in top 10

Funds holding in top 10: 137 → 138 (+1)

0% more capital invested

Capital invested by funds: $130B → $130B (+$148M)

0.31% less ownership

Funds ownership: 77.91% → 77.61% (-0.31%)

1% less funds holding

Funds holding: 1,942 → 1,926 (-16)

Holders
1,926
Holders Change
-16
Holders Change %
-0.82%
% of All Funds
48.01%
Holding in Top 10
138
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.73%
% of All Funds
3.44%
New
84
Increased
796
Reduced
779
Closed
79
Calls
$1.77B
Puts
$1.17B
Net Calls
+$601M
Net Calls Change
-$181M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$438M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$334M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$211M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$190M
5
AL
AJO LP
Pennsylvania
+$180M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$735M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$576M
3
Invesco
Invesco
Georgia
-$231M
4
Renaissance Technologies
Renaissance Technologies
New York
-$177M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$169M
Name Holding Trade Value Shares
Change 		Change in
Stake
RBA
1001
Richard Bernstein Advisors
New York
$2.21M – – –
HWA
1002
Heritage Wealth Advisors
Virginia
$2.21M +$33.8K +555 +2%
RA
1003
Rational Advisors
New York
$2.21M +$750K +12,320 +52%
MWM
1004
Mission Wealth Management
California
$2.2M +$12.7K +208 +0.6%
LJHT
1005
Laurie J. Hall Trustee
$2.2M -$3.17K -52 -0.1%
ANRIA
1006
American National Registered Investment Advisor
Texas
$2.19M -$1.28K -21 -0.1%
KIG
1007
Kessler Investment Group
Indiana
$2.19M +$2.18M +35,854 New
PVH
1008
Psagot Value Holdings
Israel
$2.19M – – –
NPC
1009
National Planning Corporation
California
$2.19M +$139K +2,285 +7%
FCCM
1010
First City Capital Management
Georgia
$2.19M -$6.27K -103 -0.3%
AFM
1011
Abbot Financial Management
Massachusetts
$2.18M +$2.17M +35,704 New
PG
1012
Patten Group
Tennessee
$2.18M +$237K +3,900 +12%
Fuller & Thaler Asset Management
1013
Fuller & Thaler Asset Management
California
$2.18M – – –
FIB
1014
First Interstate Bank
Montana
$2.17M +$106K +1,749 +5%
ASC
1015
Atalanta Sosnoff Capital
New York
$2.15M +$60.8K +999 +3%
APP
1016
Avantax Planning Partners
Iowa
$2.15M +$183K +3,013 +9%
WWM
1017
Willingdon Wealth Management
North Carolina
$2.15M +$39.2K +644 +2%
WCM
1018
Washington Capital Management
Washington
$2.13M – – –
FG
1019
Fiduciary Group
Georgia
$2.12M -$77.9K -1,280 -4%
MNBTD
1020
Moody National Bank Trust Division
Texas
$2.11M – – –
GBT
1021
Grove Bank & Trust
Florida
$2.11M +$299K +4,905 +17%
AC
1022
Abbrea Capital
California
$2.11M +$2.86K +47 +0.1%
HCM
1023
Hengehold Capital Management
Ohio
$2.1M +$115K +1,894 +6%
WS
1024
Wedbush Securities
California
$2.09M -$1.4K -23 -0.1%
RWM
1025
Rench Wealth Management
Texas
$2.07M +$11.6K +191 +0.6%
39 40
41
42 43

MRK Hedge Fund Activity: Q2 2017 in Review

1,926 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q2 2017, worth a combined $130B — up 0.11% from $130B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new MRK positions and 79 closed out — a net gain of 5 holders — while 796 added to existing stakes and 779 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $438M. The largest seller was Capital World Investors, cutting an estimated $735M.

  • 1,926 institutional investors held Merck (MRK) as of Q2 2017, down from 1,942 in Q1 2017.
  • Funds reported $130B of Merck stock for Q2 2017, up 0.11% quarter-over-quarter.
  • 84 funds opened new Merck positions in Q2 2017 and 79 closed out, a net change of +5 holders.
  • The largest Merck buyer in Q2 2017 was T. Rowe Price Associates, an estimated $438M added.
  • The largest Merck seller in Q2 2017 was Capital World Investors, an estimated $735M sold.

Based on aggregated 13F filings for Q2 2017.