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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
MCM
1251
McKinley Capital Management
Alaska
$1.12M -$24.6K -406 -2%
CC
1252
Courier Capital
New York
$1.12M -$87.5K -1,442 -7%
BP
1253
Ballentine Partners
Massachusetts
$1.11M +$118K +1,951 +12%
BAAM
1254
Baker Avenue Asset Management
California
$1.11M +$147K +2,425 +15%
FFEC
1255
First Financial Equity Corporation
Arizona
$1.11M +$1.11M +18,234 New
BSW
1256
Buckingham Strategic Wealth
Missouri
$1.11M -$194K -3,194 -15%
CAM
1257
Close Asset Management
United Kingdom
$1.1M +$604K +9,951 +121%
Verition Fund Management
1258
Verition Fund Management
Connecticut
$1.09M -$2.14M -35,247 -66%
WPW
1259
Waldron Private Wealth
Pennsylvania
$1.09M +$386K +6,363 +54%
AFS
1260
Amtrust Financial Services
New York
$1.09M
BAM
1261
Bruderman Asset Management
New York
$1.08M -$2.34M -38,580 -68%
SFA
1262
Sequoia Financial Advisors
Ohio
$1.08M -$337K -5,552 -24%
FRM
1263
Fox Run Management
Connecticut
$1.08M +$331K +5,450 +44%
SSWM
1264
Sheets Smith Wealth Management
North Carolina
$1.08M +$546 +9 +0.1%
CIP
1265
Cornerstone Investment Partners
Georgia
$1.07M -$667 -11 -0.1%
SICM
1266
Sustainable Insight Capital Management
New York
$1.07M +$1.07M +17,711 New
RL
1267
Ruffer LLP
United Kingdom
$1.07M -$7.16K -118 -0.7%
JIC
1268
Joel Isaacson & Co
New York
$1.07M +$13.3K +219 +1%
PAM
1269
Premier Asset Management
Illinois
$1.06M -$8.55K -141 -0.8%
VIA
1270
Vident Investment Advisory
Georgia
$1.06M +$147K +2,416 +16%
HAI
1271
Hennessy Advisors Inc
California
$1.05M -$4.92M -81,167 -82%
RMA
1272
Roffman Miller Associates
Pennsylvania
$1.05M +$80.1K +1,320 +8%
YIA
1273
YHB Investment Advisors
Connecticut
$1.05M +$2.97K +49 +0.3%
BWL
1274
Bogart Wealth LLC
Virginia
$1.04M -$47.6K -784 -4%
MPWT
1275
MassMutual Private Wealth & Trust
Connecticut
$1.04M +$51K +840 +5%

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.