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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
CCA
1051
Checchi Capital Advisers
California
$1.88M -$157K -2,586 -8%
ID
1052
Integral Derivatives
New York
$1.87M +$1.09M +17,980 +139%
RMC
1053
Regis Management Company
California
$1.87M -$29.1K -480 -2%
CCM
1054
CrestPoint Capital Management
Missouri
$1.87M +$63.6K +1,048 +4%
CCWA
1055
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.87M -$28.2K -465 -1%
MJP
1056
Michael J. Puzo
$1.86M -$4.43K -73 -0.2%
DCM
1057
Dynamic Capital Management
Jersey
$1.85M -$2.74M -45,123 -60%
Wolverine Trading
1058
Wolverine Trading
Illinois
$1.84M +$1.85M +30,481 New
DI
1059
Diligent Investors
California
$1.84M -$10.4K -171 -0.6%
PA
1060
Parallel Advisors
California
$1.83M +$167K +2,751 +10%
1IA
1061
1834 Investment Advisors
Wisconsin
$1.83M +$38.4K +633 +2%
CIC
1062
Carnegie Investment Counsel
Ohio
$1.83M +$156K +2,566 +9%
CRC
1063
Curi RMB Capital
Illinois
$1.82M +$308K +5,069 +20%
CNAM
1064
Campbell Newman Asset Management
Wisconsin
$1.82M
CPA
1065
Court Place Advisors
Maryland
$1.82M -$33.7K -555 -2%
BOTW
1066
Bank of the West
California
$1.81M +$22.6K +373 +1%
SIAP
1067
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.81M +$61.3K +1,010 +4%
HIC
1068
Harvey Investment Company
Kentucky
$1.8M
CWA
1069
Cypress Wealth Advisors
California
$1.8M +$38K +627 +2%
EGM
1070
Engineers Gate Manager
New York
$1.8M +$744K +12,261 +70%
BFC
1071
Blue Fin Capital
Rhode Island
$1.8M +$151K +2,484 +9%
GBT
1072
Grove Bank & Trust
Florida
$1.79M -$267K -4,393 -13%
BWAM
1073
Boyd Watterson Asset Management
Ohio
$1.78M
RG
1074
Rikoon Group
New Mexico
$1.78M -$17.4K -287 -0.9%
BC
1075
Burney Company
Virginia
$1.78M +$31.2K +515 +2%

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.