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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
NED
1326
Nancy E. Dempze
$913K +$147K +2,428 +19%
CL
1327
CPWM LLC
Washington
$904K -$257K -4,241 -22%
MHS
1328
M Holdings Securities
Oregon
$904K -$181K -2,976 -17%
SFSG
1329
Stearns Financial Services Group
North Carolina
$904K +$52.7K +868 +6%
ACA
1330
Anchor Capital Advisors
Massachusetts
$902K
VFPI
1331
Vantage Financial Partners (Illinois)
Illinois
$901K +$1.69M +27,798 New
AWM
1332
Altavista Wealth Management
North Carolina
$896K
RC
1333
Randolph Company
Ohio
$895K -$88.1K -1,452 -9%
RA
1334
RFG Advisory
Alabama
$894K +$373K +6,147 +72%
NERM
1335
New England Research & Management
Illinois
$887K -$2.85K -47 -0.3%
BWM
1336
BerganKDV Wealth Management
Minnesota
$886K +$26.8K +442 +3%
MMPW
1337
Mitchell McLeod Pugh & Williams
Alabama
$885K -$51.2K -844 -5%
SCG
1338
Sonata Capital Group
Washington
$884K -$63.5K -1,047 -7%
OAM
1339
Occidental Asset Management
California
$881K +$50.8K +838 +6%
ADBIC
1340
A.D. Beadell Investment Counsel
Wisconsin
$880K
OIA
1341
Optimum Investment Advisors
Illinois
$879K +$31.8K +524 +4%
HIIFS
1342
Harel Insurance Investments & Financial Services
Israel
$878K +$367K +6,046 +70%
BDF
1343
Balasa Dinverno & Foltz
$874K +$15.7K +258 +2%
FCMT
1344
Founders Capital Management (Texas)
Texas
$871K +$872K +14,372 New
AWA
1345
Arete Wealth Advisors
Illinois
$869K +$23.2K +383 +3%
PFC
1346
Poplar Forest Capital
California
$858K -$25.4K -419 -3%
NAM
1347
Needelman Asset Management
California
$858K -$5.1K -84 -0.6%
BCM
1348
Buckhead Capital Management
Georgia
$858K +$160K +2,630 +23%
CAW
1349
Cornerstone Advisors (Washington)
Washington
$850K
LRPA
1350
L. Roy Papp & Associates
Arizona
$843K -$12.6K -208 -1%

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.