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1,761 hedge funds and large institutions have $119B invested in Merck in 2016 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 713 increasing their positions, 709 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 59

30% more funds holding in top 10

Funds holding in top 10: 106138 (+32)

11% more capital invested

Capital invested by funds: $107B → $119B (+$11.6B)

1% more funds holding

Funds holding: 1,7451,761 (+16)

1% more repeat investments, than reductions

Existing positions increased: 713 | Existing positions reduced: 709

0.6% less ownership

Funds ownership: 78.67%78.07% (-0.6%)

14% less call options, than puts

Call options by funds: $1.02B | Put options by funds: $1.18B

Holders
1,761
Holders Change
+16
Holders Change %
+0.92%
% of All Funds
46.99%
Holding in Top 10
138
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+30.19%
% of All Funds
3.68%
New
92
Increased
713
Reduced
709
Closed
59
Calls
$1.02B
Puts
$1.18B
Net Calls
-$163M
Net Calls Change
-$87M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
1376
MCF Advisors
Kentucky
$519K +$14.2K +267 +3%
ICM
1377
IMS Capital Management
Oregon
$519K +$64.7K +1,216 +15%
HHC
1378
Hutchin Hill Capital
New York
$518K -$3.62M -68,015 -88%
BFG
1379
Beacon Financial Group
Texas
$516K -$11.2K -210 -2%
NP
1380
NS Partners
United Kingdom
$514K
HCC
1381
Hirtle Callaghan & Co
Pennsylvania
$512K -$4.2K -79 -0.8%
ED
1382
Exane Derivatives
France
$511K -$42.4K -796 -8%
SCA
1383
Secor Capital Advisors
New York
$511K +$494K +9,286 New
HIIFS
1384
Harel Insurance Investments & Financial Services
Israel
$509K -$68.6K -1,289 -12%
Koshinski Asset Management
1385
Koshinski Asset Management
Illinois
$503K +$487K +9,156 New
HFBOT
1386
Home Federal Bank of Tennessee
Tennessee
$501K
HI
1387
Hendershot Investments
Virginia
$500K -$5K -94 -1%
BOIA
1388
Bush ODonnell Investment Advisors
Missouri
$493K
PCA
1389
Private Capital Advisors
Connecticut
$490K
MKC
1390
M. Kraus & Co
Vermont
$489K
SMC
1391
Smith, Moore & Co
Missouri
$487K -$885K -16,622 -65%
LCM
1392
Lucas Capital Management
New Jersey
$487K +$19.2K +360 +4%
NL
1393
NWAM LLC
Washington
$485K +$29.2K +549 +7%
SFM
1394
Signature Financial Management
Virginia
$480K +$1.01K +19 +0.2%
CCB
1395
Cutter & Co Brokerage
Missouri
$478K +$18.7K +351 +4%
BCP
1396
Berkeley Capital Partners
Georgia
$477K -$179K -3,363 -28%
ACM
1397
Alethea Capital Management
Washington
$476K +$55.8K +1,048 +14%
FMC
1398
First Merchants Corp
Indiana
$474K +$7.29K +137 +2%
RA
1399
RFG Advisory
Alabama
$471K -$1.12K -21 -0.2%
CCM
1400
Carderock Capital Management
Maryland
$470K +$33.5K +629 +8%

MRK Hedge Fund Activity: Q2 2016 in Review

1,761 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q2 2016, worth a combined $119B — up 11% from $107B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new MRK positions and 59 closed out — a net gain of 33 holders — while 713 added to existing stakes and 709 trimmed.

The largest buyer was Macquarie Group, adding an estimated $718M. The largest seller was Royal London Asset Management, cutting an estimated $1.98B.

  • 1,761 institutional investors held Merck (MRK) as of Q2 2016, up from 1,745 in Q1 2016.
  • Funds reported $119B of Merck stock for Q2 2016, up 11% quarter-over-quarter.
  • 92 funds opened new Merck positions in Q2 2016 and 59 closed out, a net change of +33 holders.
  • The largest Merck buyer in Q2 2016 was Macquarie Group, an estimated $718M added.
  • The largest Merck seller in Q2 2016 was Royal London Asset Management, an estimated $1.98B sold.

Based on aggregated 13F filings for Q2 2016.