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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
FP
1101
FDO Partners
Massachusetts
$1.67M +$1.67M +27,460 New
MCM
1102
Maple Capital Management
Vermont
$1.66M +$61 +1 +0%
CCP
1103
Corient Capital Partners
California
$1.66M +$13.2K +218 +0.8%
SC
1104
Searle & Co
Connecticut
$1.66M
CS
1105
Cannell & Spears
New York
$1.66M +$42K +692 +3%
KCP
1106
KDI Capital Partners
North Carolina
$1.65M -$5.72M -94,292 -78%
FANJ
1107
Financial Architects (New Jersey)
New Jersey
$1.65M -$350K -5,763 -17%
AMIM
1108
Aull & Monroe Investment Management
Alabama
$1.64M -$26K -429 -2%
HIC
1109
Holderness Investments Company
North Carolina
$1.64M +$309K +5,099 +23%
HFM
1110
Hartford Financial Management
Connecticut
$1.64M +$3.15K +52 +0.2%
ST
1111
Sentinel Trust
Texas
$1.63M -$1.61M -26,538 -50%
LI
1112
Longer Investments
Arkansas
$1.63M -$67.7K -1,116 -4%
WF
1113
WealthTrust Fairport
Ohio
$1.63M -$114K -1,873 -7%
WFG
1114
Wills Financial Group
Virginia
$1.63M +$31.9K +525 +2%
ATC
1115
Argent Trust Co
Tennessee
$1.62M -$849 -14 -0.1%
PIM
1116
Penobscot Investment Management
Massachusetts
$1.61M -$14K -230 -0.9%
FAM
1117
Formidable Asset Management
Ohio
$1.6M -$61.6K -1,016 -4%
HW
1118
Hancock Whitney
Mississippi
$1.58M +$67.5K +1,113 +4%
IAMOG
1119
Investors Asset Management of Georgia
Georgia
$1.58M +$8.25K +136 +0.5%
BHBT
1120
Burke & Herbert Bank & Trust
Virginia
$1.58M
WEC
1121
Winslow Evans & Crocker
Massachusetts
$1.57M -$244K -4,018 -13%
LM
1122
Lincluden Management
Ontario, Canada
$1.57M +$100K +1,651 +7%
PL
1123
Plancorp LLC
Missouri
$1.56M +$53.2K +877 +4%
SCM
1124
Schnieders Capital Management
California
$1.56M +$95.4K +1,572 +7%
IWA
1125
IBEX Wealth Advisors
New Jersey
$1.56M +$447K +7,360 +40%

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.