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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
WIM
1276
Waverton Investment Management
United Kingdom
$1.03M -$64.8K -1,068 -6%
VNIM
1277
Vaughan Nelson Investment Management
Texas
$1.03M
WPP
1278
Whalerock Point Partners
Rhode Island
$1.03M +$9.53K +157 +0.9%
SEC
1279
Seven Eight Capital
New York
$1.03M +$1.03M +16,959 New
LF
1280
Lee Financial
Texas
$1.02M -$4.13K -68 -0.4%
SCA
1281
Sippican Capital Advisors
Massachusetts
$1.02M -$485 -8 -0%
Mackenzie Financial
1282
Mackenzie Financial
Ontario, Canada
$1.02M -$262K -4,326 -20%
SWM
1283
Segment Wealth Management
Texas
$1.02M +$64.7K +1,067 +7%
VIA
1284
Virtus Investment Advisers
Connecticut
$1.02M +$1.02M +16,790 New
LMAM
1285
Legg Mason Asset Management
Japan
$1.02M +$1.02M +16,768 New
WC
1286
Whitnell & Co
Illinois
$1M -$102K -1,677 -9%
FI
1287
FCM Investments
Texas
$1M -$203K -3,353 -17%
CC
1288
Cadinha & Co
Hawaii
$1M -$5.5M -90,673 -85%
WOC
1289
West Oak Capital
California
$998K +$385K +6,351 +63%
CSS
1290
Cubist Systematic Strategies
Connecticut
$998K -$4.56M -75,194 -82%
CWM
1291
Circle Wealth Management
New Jersey
$994K +$16.4K +270 +2%
S
1292
SignatureFD
Georgia
$993K +$34K +560 +4%
ACP
1293
Aviance Capital Partners
Florida
$992K -$3.28K -54 -0.3%
MSR
1294
Main Street Research
Connecticut
$989K -$30.5K -502 -3%
TCM
1295
Tuttle Capital Management
Connecticut
$988K +$990K +16,319 New
BSWMG
1296
Barrington Strategic Wealth Management Group
Illinois
$986K -$28.3K -466 -3%
PH
1297
Pinnacle Holdings
Oklahoma
$983K -$3.94K -65 -0.4%
RCM
1298
RNC Capital Management
California
$983K -$153K -2,521 -13%
BWM
1299
BigSur Wealth Management
Florida
$983K -$63.6K -1,048 -6%
HSA
1300
HBK Sorce Advisory
Pennsylvania
$982K -$57.2K -943 -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.