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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
SAM
1301
Security Asset Management
New York
$976K
GS
1302
GAM Systematic
United Kingdom
$970K -$588K -9,700 -38%
TSWM
1303
Triangle Securities Wealth Management
North Carolina
$966K +$23.4K +385 +2%
JCM
1304
Janney Capital Management
Pennsylvania
$964K -$74.7K -1,231 -7%
CWM
1305
Concert Wealth Management
California
$960K -$80.6K -1,329 -7%
WPA
1306
West Paces Advisors
Georgia
$960K +$36.2K +596 +4%
NJBEST
1307
New Jersey Better Educational Savings Trust
New Jersey
$953K -$636K -10,480 -40%
BC
1308
Birchview Capital
Vermont
$953K
BIAS
1309
Beacon Investment Advisory Services
New Jersey
$946K +$70K +1,153 +8%
UF
1310
Univest Financial
Pennsylvania
$945K -$218K -3,596 -19%
Wealth Enhancement Advisory Services
1311
Wealth Enhancement Advisory Services
Minnesota
$942K +$946K +15,594 New
AWMG
1312
Alliance Wealth Management Group
New Jersey
$941K -$8.31K -137 -0.9%
FIM
1313
Frontier Investment Management
Texas
$937K -$2.7M -44,479 -74%
IP
1314
Investment Partners
Ohio
$932K -$175K -2,884 -16%
SFM
1315
Signet Financial Management
New Jersey
$930K +$674K +11,108 +263%
OAM
1316
Oxford Asset Management
United Kingdom
$930K +$931K +15,347 New
NHC
1317
Nicholas Hoffman & Company
Georgia
$927K +$1.64K +27 +0.2%
IT
1318
Independence Trust
Tennessee
$925K +$8.8K +145 +1%
PIA
1319
Peachtree Investment Advisors
Georgia
$924K -$37.3K -615 -4%
TFA
1320
Transamerica Financial Advisors
Florida
$922K -$3.34K -55 -0.4%
DWM
1321
Dorchester Wealth Management
Quebec, Canada
$922K -$3.15K -52 -0.3%
RCA
1322
Rowland Carmichael Advisors
Arizona
$919K -$149K -2,454 -14%
PAM
1323
Peak Asset Management
Colorado
$918K -$45.7K -753 -5%
TBNY
1324
Trustco Bank (New York)
New York
$917K -$9.53K -157 -1%
TPWA
1325
TRUE Private Wealth Advisors
Oregon
$914K -$56.5K -931 -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.