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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
IGIM
101
I.G. Investment Management
Manitoba, Canada
$183M -$18.9M -312,332 -9%
AT
102
AMF Tjänstepension
Sweden
$182M -$5.17M -85,273 -3%
Citigroup
103
Citigroup
New York
$176M +$42.5M +701,160 +32%
Caisse de Depot et Placement du Quebec (CDPQ)
104
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$176M -$750K -12,367 -0.4%
D.E. Shaw & Co
105
D.E. Shaw & Co
New York
$173M +$120M +1,975,111 +227%
TD Asset Management
106
TD Asset Management
Ontario, Canada
$170M +$7.4M +121,927 +5%
EIP
107
Epoch Investment Partners
New York
$170M +$12M +197,538 +8%
BIP
108
Brandes Investment Partners
California
$166M -$5.36M -88,373 -3%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$164M +$77.8M +1,281,705 +90%
LBA
110
Letko, Brosseau & Associates
Quebec, Canada
$159M -$4.08M -67,302 -3%
EVM
111
Eaton Vance Management
Massachusetts
$159M -$6.91M -113,963 -4%
TG
112
TCW Group
California
$157M -$23.5M -387,720 -13%
BGIM
113
Brandywine Global Investment Management
Pennsylvania
$156M -$2.35M -38,697 -1%
PAMU
114
Pictet Asset Management (UK)
United Kingdom
$156M +$34.8M +573,468 +29%
BG
115
Bahl & Gaynor
Ohio
$154M +$24.1M +396,759 +19%
Public Employees Retirement Association of Colorado
116
Public Employees Retirement Association of Colorado
Colorado
$147M -$1.06M -17,428 -0.7%
Two Sigma Advisers
117
Two Sigma Advisers
New York
$146M +$64M +1,055,224 +78%
US Bancorp
118
US Bancorp
Minnesota
$146M -$216K -3,554 -0.1%
SCCM
119
Schafer Cullen Capital Management
New York
$142M -$2.6M -42,799 -2%
SO
120
STRS Ohio
Ohio
$141M -$11.9M -196,389 -8%
JHIU
121
Janus Henderson Investors US
Colorado
$139M -$9.24M -152,241 -6%
Jennison Associates
122
Jennison Associates
New York
$138M -$2.03M -33,479 -1%
Nordea Investment Management
123
Nordea Investment Management
Sweden
$134M -$10.1M -166,853 -7%
Credit Agricole
124
Credit Agricole
France
$133M -$73.8M -1,216,134 -36%
Lord, Abbett & Co
125
Lord, Abbett & Co
New Jersey
$132M +$59.6M +981,905 +82%

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.