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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
PA
1201
Probity Advisors
Texas
$1.27M +$23.2K +382 +2%
CCM
1202
Compton Capital Management
Rhode Island
$1.27M +$14.3K +236 +1%
HAG
1203
HighPoint Advisor Group
Illinois
$1.27M +$98.9K +1,630 +8%
IAS
1204
INR Advisory Services
Pennsylvania
$1.27M
SC
1205
Savant Capital
Illinois
$1.26M +$90.7K +1,495 +8%
QCMC
1206
Quantum Capital Management (California)
California
$1.26M +$1.26M +20,811 New
PFA
1207
Pure Financial Advisors
California
$1.25M +$303 +5 +0%
TW
1208
Transform Wealth
Colorado
$1.25M +$13.7K +225 +1%
IPC
1209
Independent Portfolio Consultants
Florida
$1.24M -$65.2K -1,075 -5%
1GA
1210
1st Global Advisors
Texas
$1.24M -$8.8K -145 -0.7%
PHIMC
1211
Private Harbour Investment Management & Counsel
Ohio
$1.24M -$6.31K -104 -0.5%
ZCA
1212
Zeke Capital Advisors
Pennsylvania
$1.24M -$180K -2,967 -13%
WI
1213
Wintrust Investments
Illinois
$1.24M +$526K +8,677 +74%
TH
1214
Timber Hill
Connecticut
$1.23M +$1.23M +20,355 New
NME
1215
Notis-McConarty Edward
$1.23M -$31.8K -524 -3%
FDCDDQ
1216
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.23M +$1.23M +20,236 New
BW
1217
Bison Wealth
Georgia
$1.22M -$86.8K -1,431 -7%
CA
1218
Cambridge Advisors
Nebraska
$1.22M
NSAM
1219
North Star Asset Management
Wisconsin
$1.22M
CDH
1220
Charles D. Hyman
$1.22M -$1.03K -17 -0.1%
TWA
1221
TCI Wealth Advisors
Arizona
$1.21M +$17.4K +286 +1%
CIM
1222
CIM Investment Management
Pennsylvania
$1.21M -$108K -1,787 -8%
MHIM
1223
MacNealy Hoover Investment Management
Ohio
$1.21M -$19.1K -314 -2%
YWP
1224
YorkBridge Wealth Partners
New York
$1.21M +$54.2K +894 +5%
CG
1225
Colony Group
Massachusetts
$1.21M -$539K -8,885 -31%

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.