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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
HCM
1076
Hodges Capital Management
Texas
$1.76M +$621K +10,242 +54%
HDIM
1077
Hanson & Doremus Investment Management
Vermont
$1.76M +$5.1K +84 +0.3%
APTFM
1078
AGUR Provident & Training Funds Management
Israel
$1.75M -$1.51M -24,958 -46%
NIMI
1079
Natixis Investment Managers International
France
$1.75M +$423K +6,964 +32%
MF
1080
Magnetar Financial
Illinois
$1.75M +$1.75M +28,839 New
BG
1081
Bellevue Group
Switzerland
$1.75M
BAM
1082
Brave Asset Management
New Jersey
$1.75M -$101K -1,667 -5%
TWM
1083
Torch Wealth Management
Ohio
$1.74M -$28.3K -467 -2%
CFG
1084
Citizens Financial Group
Rhode Island
$1.74M -$356K -5,874 -17%
MCP
1085
Mirador Capital Partners
California
$1.74M -$11.8K -195 -0.7%
GWI
1086
Grace & White Inc
New York
$1.73M
PFPT
1087
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.73M +$19.5K +322 +1%
PTC
1088
Philadelphia Trust Company
Pennsylvania
$1.73M +$293K +4,829 +20%
TC
1089
Telemus Capital
Michigan
$1.72M +$164K +2,703 +11%
FBT
1090
First Bank & Trust
South Dakota
$1.71M +$23.6K +389 +1%
AP
1091
Appleton Partners
Massachusetts
$1.7M -$136K -2,237 -7%
SAM
1092
Symphony Asset Management
California
$1.7M +$1.7M +27,990 New
PP
1093
Paloma Partners
Connecticut
$1.69M -$8.42M -138,747 -83%
FLI
1094
Family Legacy Inc
South Carolina
$1.69M +$1.69M +27,878 New
HL
1095
HeadInvest LLC
Maine
$1.69M +$35.6K +586 +2%
BTIS
1096
BB&T Investment Services
North Carolina
$1.68M +$600K +9,886 +55%
CAMG
1097
CWA Asset Management Group
Florida
$1.68M +$168K +2,763 +11%
GIA
1098
GHP Investment Advisors
Colorado
$1.68M +$9.53K +157 +0.6%
IIC
1099
Ironwood Investment Counsel
Arizona
$1.67M +$3.21K +53 +0.2%
ECM
1100
EagleClaw Capital Management
Massachusetts
$1.67M -$33.1K -545 -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.