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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
NCM
1226
Noesis Capital Mangement
Florida
$1.21M +$98K +1,616 +9%
4IG
1227
440 Investment Group
Kansas
$1.2M +$1.2M +19,758 New
ARMT
1228
Amica Retiree Medical Trust
Rhode Island
$1.2M
PIM
1229
Platinum Investment Management
Australia
$1.19M
RCAG
1230
Rehmann Capital Advisory Group
Michigan
$1.19M +$30.3K +500 +3%
NWP
1231
Northstar Wealth Partners
Connecticut
$1.18M +$1.18M +19,501 New
BMCM
1232
Bryn Mawr Capital Management
Pennsylvania
$1.18M +$34.8K +574 +3%
CBU
1233
CIBC Bank USA
Illinois
$1.17M -$62.4K -1,029 -5%
PCP
1234
Proficio Capital Partners
Massachusetts
$1.17M +$127K +2,098 +12%
PFBT
1235
Parkside Financial Bank & Trust
Missouri
$1.17M +$11K +182 +1%
TIP
1236
Torray Investment Partners
Maryland
$1.17M -$214K -3,527 -15%
CFA
1237
Camarda Financial Advisors
Florida
$1.17M -$353K -5,826 -23%
TCM
1238
Telos Capital Management
California
$1.17M -$41.1K -678 -3%
PFSC
1239
Peoples Financial Services Corp
Pennsylvania
$1.17M +$130K +2,143 +13%
SJIM
1240
St. Johns Investment Management
Florida
$1.17M -$18.7K -309 -2%
FMWA
1241
Forvis Mazars Wealth Advisors
Missouri
$1.16M -$76.6K -1,263 -6%
NAMP
1242
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.16M
BCA
1243
Benchmark Capital Advisors
New York
$1.16M +$200K +3,302 +21%
SG
1244
StoneX Group
New York
$1.15M -$16.9K -279 -1%
ADL
1245
Asset Dedication LLC
California
$1.15M -$19.4K -320 -2%
VKH
1246
Virtu KCG Holdings
New York
$1.15M -$6.65M -109,605 -85%
PCMI
1247
Paradigm Capital Management Inc
New York
$1.14M
QIM
1248
Quest Investment Management
Oregon
$1.14M
AAM
1249
Azzad Asset Management
Virginia
$1.14M +$52.7K +868 +5%
FIM
1250
Freedom Investment Management
Connecticut
$1.12M -$29.8K -491 -3%

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.