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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
PFS
1376
Prospera Financial Services
Texas
$778K +$61.5K +1,013 +9%
LKIM
1377
Lawson Kroeker Investment Management
Nebraska
$776K
CAG
1378
Crestwood Advisors Group
Massachusetts
$774K +$8.86K +146 +1%
ST
1379
Sabal Trust
Florida
$773K +$336K +5,535 +77%
NL
1380
NWAM LLC
Washington
$764K +$103K +1,703 +16%
MCM
1381
Marathon Capital Management
Maryland
$764K +$764K +12,594 New
RWP
1382
RWA Wealth Partners
Massachusetts
$760K +$761K +12,540 New
AL
1383
Agran Libbie
California
$757K +$344K +5,663 +83%
EIM
1384
Essex Investment Management
Massachusetts
$757K +$757K +12,477 New
OCM
1385
Osterweis Capital Management
California
$748K
PCIG
1386
Partners Capital Investment Group
Massachusetts
$748K
SFWA
1387
Summit Financial Wealth Advisors
Louisiana
$747K -$26.9K -443 -3%
SWK
1388
Stephen W. Kidder
$746K -$1.88K -31 -0.3%
BCM
1389
Bluefin Capital Management
New York
$745K +$292K +4,810 +64%
GCM
1390
Grisanti Capital Management
New York
$742K
NFG
1391
Nations Financial Group
Iowa
$741K +$64.3K +1,060 +9%
OPCM
1392
Osborne Partners Capital Management
California
$738K -$294K -4,839 -28%
IFS
1393
Ifrah Financial Services
Arkansas
$737K -$30.2K -497 -4%
HWA
1394
HCR Wealth Advisors
California
$735K +$150K +2,478 +26%
TBA
1395
Train Babcock Advisors
New York
$734K -$19.1K -314 -3%
WA
1396
WFG Advisors
Texas
$733K -$790K -13,017 -52%
FI
1397
FormulaFolio Investments
Michigan
$732K +$8.92K +147 +1%
CG
1398
Cutler Group
California
$731K -$1.44M -23,778 -66%
OA
1399
Oxbow Advisors
Texas
$730K +$116K +1,908 +19%
SFSIG
1400
San Francisco Sentry Investment Group
California
$729K -$12.6K -208 -2%

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.