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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
P
1126
Pitcairn
Pennsylvania
$1.55M +$41.7K +687 +3%
EP
1127
Edgestream Partners
New Jersey
$1.55M +$1.24M +20,364 +394%
SWM
1128
Stockman Wealth Management
Montana
$1.55M +$94.9K +1,564 +7%
ST
1129
Smithfield Trust
Pennsylvania
$1.54M -$3.58K -59 -0.2%
WA
1130
WBH Advisory
Maryland
$1.54M -$10.3K -170 -0.7%
FHC
1131
First Heartland Consultants
Missouri
$1.54M -$7.64K -126 -0.5%
ACM
1132
Ativo Capital Management
Illinois
$1.54M -$128K -2,114 -8%
VCAM
1133
Van Cleef Asset Management
Ohio
$1.53M
WI
1134
WrapManager Inc
California
$1.52M -$45.7K -753 -3%
HAM
1135
Highstreet Asset Management
Ontario, Canada
$1.52M -$11.7K -193 -0.8%
CFA
1136
Carroll Financial Associates
North Carolina
$1.51M +$54.2K +894 +4%
OC
1137
Oakworth Capital
Alabama
$1.51M -$14.7K -243 -1%
GIP
1138
Granite Investment Partners
California
$1.51M -$2.85K -47 -0.2%
PGA
1139
Portland Global Advisors
Maine
$1.51M -$23.2K -382 -2%
AGM
1140
Alpine Global Management
New York
$1.51M +$115K +1,903 +8%
BPCE
1141
Bank Pictet & Cie (Europe)
Germany
$1.5M -$846K -13,939 -36%
LWAC
1142
Laurel Wealth Advisors (California)
California
$1.5M +$338K +5,578 +29%
EWM
1143
Edge Wealth Management
New York
$1.5M +$11.1K +183 +0.7%
SMG
1144
Spectrum Management Group
Indiana
$1.5M +$225K +3,715 +18%
EMG
1145
Ellington Management Group
Connecticut
$1.49M +$1.49M +24,628 New
OSAM
1146
O'Shaughnessy Asset Management
Connecticut
$1.48M -$1.54M -25,402 -51%
AL
1147
Aspiriant LLC
California
$1.48M +$9.28K +153 +0.6%
SBL
1148
Sargent Bickham Lagudis
Colorado
$1.48M -$63.9K -1,053 -4%
FHA
1149
Flagship Harbor Advisors
Massachusetts
$1.48M +$259K +4,271 +21%
GCM
1150
Glynn Capital Management
California
$1.47M

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.