We are live on ! Find out more

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
CAM
1351
Cubic Asset Management
Massachusetts
$842K +$19.1K +314 +2%
LNC
1352
Lincoln National Corp
Pennsylvania
$839K +$225K +3,707 +37%
TFF
1353
The Family Firm
Maryland
$837K +$4.91K +81 +0.6%
HJGA
1354
Hardman Johnston Global Advisors
Connecticut
$836K -$6.37K -105 -0.8%
FBC
1355
Fairfield, Bush & Co
Connecticut
$834K
MBT
1356
Montecito Bank & Trust
California
$833K +$78.5K +1,294 +10%
SOAMC
1357
Spirit of America Management Corp
New York
$832K
KA
1358
Kovack Advisors
Florida
$829K -$110K -1,807 -12%
WSC
1359
Wellington Shields & Co
New York
$822K
HAIM
1360
Hunter Associates Investment Management
Pennsylvania
$819K -$1.64K -27 -0.2%
CCC
1361
Chelsea Counsel Company
California
$817K +$182 +3 +0%
CBT
1362
Central Bank & Trust
Kentucky
$816K -$191K -3,141 -19%
FMW
1363
Farr Miller & Washington
District of Columbia
$816K +$9.53K +157 +1%
NG
1364
Northstar Group
New York
$811K +$3.64K +60 +0.5%
WP
1365
WealthSource Partners
California
$806K +$53.8K +887 +7%
FDS
1366
First Dallas Securities
Texas
$805K -$22.1K -365 -3%
BEC
1367
Blue Edge Capital
Virginia
$803K
FFC
1368
First Financial Corp
Indiana
$799K -$9.34K -154 -1%
DAM
1369
Delta Asset Management
Tennessee
$794K +$20.1K +331 +3%
IH
1370
IFC Holdings
Florida
$794K +$65.3K +1,076 +9%
FWP
1371
FAS Wealth Partners
Kansas
$790K -$68.5K -1,129 -8%
PFC
1372
Phocas Financial Corp
California
$786K -$4.06M -66,882 -84%
PP
1373
Pegasus Partners
Wisconsin
$786K -$425 -7 -0.1%
HKIM
1374
Hayek Kallen Investment Management
Alabama
$785K +$2.91K +48 +0.4%
NPT
1375
Nixon Peabody Trust
Massachusetts
$783K

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.