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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
MC
1151
Mathes Company
New York
$1.46M -$16.5K -272 -1%
Capstone Investment Advisors
1152
Capstone Investment Advisors
New York
$1.46M -$4.12M -67,916 -74%
BPCA
1153
Bank Pictet & Cie (Asia)
Singapore
$1.46M
GJIC
1154
Gamble Jones Investment Counsel
California
$1.45M -$54.6K -900 -4%
GW
1155
GW & Wade
Massachusetts
$1.44M +$373K +6,154 +35%
RA
1156
Rational Advisors
New York
$1.44M +$199K +3,287 +16%
DHFB
1157
Dixon Hubard Feinour & Brown
Virginia
$1.44M +$76.4K +1,260 +6%
CCM
1158
Cribstone Capital Management
Maine
$1.43M +$645K +10,638 +82%
GAM
1159
Gould Asset Management
California
$1.42M
WCBA
1160
Weaver C. Barksdale & Associates
Tennessee
$1.42M +$401K +6,604 +39%
DDC
1161
DF Dent & Co
Maryland
$1.41M
LPT
1162
Legacy Private Trust
Wisconsin
$1.41M +$114K +1,887 +9%
ZB
1163
Zions Bancorporation
Utah
$1.41M -$635K -10,459 -31%
BFEC
1164
Benjamin F. Edwards & Company
Missouri
$1.4M +$57.8K +953 +4%
CSM
1165
CAMG Solamere Management
North Carolina
$1.4M +$546K +9,001 +64%
PGIM
1166
Pacific Global Investment Management
California
$1.38M +$163K +2,692 +13%
ROTUOC
1167
Regents of the University of California
California
$1.37M
CD
1168
Carl Domino
Florida
$1.37M -$204K -3,363 -13%
SWA
1169
SFMG Wealth Advisors
Texas
$1.37M +$64.3K +1,060 +5%
MSS
1170
Mitchell Sinkler & Starr
Pennsylvania
$1.37M -$254K -4,192 -16%
FPCG
1171
Fort Pitt Capital Group
Pennsylvania
$1.37M -$11.6K -192 -0.8%
MFW
1172
Meristem Family Wealth
Minnesota
$1.37M -$25.4K -419 -2%
LPIC
1173
LeJeune Puetz Investment Counsel
Michigan
$1.36M -$63.1K -1,040 -4%
FPB
1174
First PREMIER Bank
South Dakota
$1.36M +$36.3K +598 +3%
FC
1175
Forte Capital
New York
$1.36M +$71.8K +1,184 +6%

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.