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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
LNC
1401
Lincoln National Corp
Pennsylvania
$468K +$89K +1,673 +24%
EM
1402
Emancipation Management
New York
$466K -$2.77K -52 -0.6%
CWP
1403
Capital Wealth Planning
Florida
$464K
HWA
1404
Heritage Wealth Advisors
Virginia
$464K +$38.3K +719 +9%
SFFS
1405
Stonehage Fleming Financial Services
Jersey
$462K +$80.4K +1,510 +22%
AB
1406
Atlas Brown
Kentucky
$461K -$84.2K -1,582 -16%
CCA
1407
Conestoga Capital Advisors
Pennsylvania
$461K
WCM
1408
Windsor Capital Management
Arizona
$460K +$35.8K +673 +9%
VWM
1409
Vector Wealth Management
Minnesota
$460K +$49.2K +924 +12%
SWA
1410
Sutton Wealth Advisors
Florida
$459K -$11.3K -212 -2%
B
1411
BancorpSouth
Mississippi
$452K +$26.3K +494 +6%
First Eagle Investment Management
1412
First Eagle Investment Management
New York
$449K -$463K -8,698 -52%
DAS
1413
Dynamic Advisor Solutions
Arizona
$448K -$5.96K -112 -1%
SFS
1414
Summit Financial Strategies
Ohio
$445K -$8.36K -157 -2%
CCM
1415
Coldstream Capital Management
Washington
$443K -$13.3K -249 -3%
SLF
1416
Sun Life Financial
Ontario, Canada
$439K -$264K -4,952 -38%
AEPG
1417
American Economic Planning Group
New Jersey
$439K -$119K -2,238 -22%
MTC
1418
McDaniel Terry & Co
Texas
$437K +$423K +7,954 New
SCA
1419
Snowden Capital Advisors
New York
$436K -$264K -4,965 -38%
JIM
1420
Jensen Investment Management
Oregon
$436K -$16.7K -314 -4%
SIG
1421
Schooner Investment Group
Pennsylvania
$435K -$139K -2,620 -25%
LWA
1422
Lebenthal Wealth Advisors
New York
$435K +$421K +7,905 New
AWCI
1423
Alpine Woods Capital Investors
New York
$432K
ABTD
1424
Arvest Bank Trust Division
Oklahoma
$432K +$418K +7,851 New
FWM
1425
Focused Wealth Management
New York
$430K -$29.3K -551 -7%

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.