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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
WCM
1026
Wallace Capital Management
Texas
$2M +$243 +4 +0%
OPTFSNA
1027
Old Point Trust & Financial Services N A
Virginia
$1.99M +$19.1K +314 +1%
SFI
1028
SPC Financial Inc
Maryland
$1.99M +$129K +2,124 +7%
LJAC
1029
L.J. Altfest & Co
New York
$1.98M -$271K -4,460 -12%
TA
1030
Tiedemann Advisors
New York
$1.97M +$978K +16,122 +98%
IWMPD
1031
Integrated Wealth Management (Palm Desert)
California
$1.97M +$29.8K +491 +2%
CBTWT
1032
Community Bank & Trust (Waco, Texas)
Texas
$1.96M -$1.27K -21 -0.1%
WB
1033
Webster Bank
Connecticut
$1.96M +$39.3K +647 +2%
HCM
1034
Hengehold Capital Management
Ohio
$1.96M +$54.1K +891 +3%
IB
1035
Intrust Bank
Kansas
$1.96M -$3.34K -55 -0.2%
PAM
1036
Princeton Alpha Management
New Jersey
$1.96M -$1.1M -18,099 -36%
EA
1037
Edge Advisors
Georgia
$1.96M +$45.4K +748 +2%
APP
1038
Avantax Planning Partners
Iowa
$1.95M -$302K -4,985 -13%
PG
1039
Patten Group
Tennessee
$1.95M +$16.9K +279 +0.9%
GWCM
1040
Godshalk Welsh Capital Management
Pennsylvania
$1.94M -$19.1K -315 -1%
CIA
1041
CCM Investment Advisers
South Carolina
$1.94M -$259K -4,276 -12%
NIM
1042
Northeast Investment Management
Massachusetts
$1.93M +$65.8K +1,084 +4%
SAM
1043
Shikiar Asset Management
New York
$1.92M +$2.67K +44 +0.1%
WMSA
1044
Weiss Multi-Strategy Advisers
New York
$1.92M +$728 +12 +0%
HH
1045
Hilltop Holdings
Texas
$1.92M -$200K -3,297 -9%
ACM
1046
Alethea Capital Management
Washington
$1.92M +$1.39M +22,927 +265%
AA
1047
Ancora Advisors
Ohio
$1.91M -$22.6K -373 -1%
FLPIM
1048
F.L. Putnam Investment Management
Massachusetts
$1.91M +$1M +16,506 +110%
BEAM
1049
Baker Ellis Asset Management
Washington
$1.9M -$10K -165 -0.5%
SNT
1050
Security National Trust
West Virginia
$1.88M +$72.7K +1,198 +4%

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.