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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
GHAM
1401
Gilman Hill Asset Management
Connecticut
$728K -$334K -5,505 -31%
VNA
1402
VNBTrust National Association
Virginia
$728K
FCAG
1403
First Capital Advisors Group
New Jersey
$728K +$30.6K +504 +4%
FMTCOCP
1404
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$725K +$3.21K +53 +0.4%
HCM
1405
Hilton Capital Management
New York
$725K +$725K +11,958 New
ATC
1406
Adirondack Trust Company
New York
$720K +$2.61K +43 +0.4%
EA
1407
Elm Advisors
California
$719K +$25.4K +419 +4%
HCM
1408
Hall Capital Management
Rhode Island
$711K +$50.4K +830 +8%
CC
1409
Colrain Capital
Massachusetts
$710K -$1.39M -22,920 -66%
GCP
1410
GSA Capital Partners
United Kingdom
$710K -$717K -11,826 -50%
QI
1411
Quotient Investors
New York
$708K
CIM
1412
Cetera Investment Management
California
$707K -$386K -6,369 -35%
PFM
1413
Parsec Financial Management
North Carolina
$705K -$180K -2,974 -20%
PCMM
1414
Private Capital Management (Minnesota)
Minnesota
$705K -$76.3K -1,257 -10%
WA
1415
Wheatland Advisors
Pennsylvania
$704K -$11K -181 -2%
CA
1416
Cornerstone Advisory
Maryland
$703K +$667 +11 +0.1%
MPAM
1417
Murphy Pohlad Asset Management
Minnesota
$701K -$113K -1,866 -14%
HCM
1418
Harvest Capital Management
New Hampshire
$701K -$4.73K -78 -0.7%
AIA
1419
AIMZ Investment Advisors
California
$701K +$61 +1 +0%
PAWC
1420
P.A.W. Capital
Connecticut
$699K
PFS
1421
Physicians Financial Services
North Carolina
$696K -$31.8K -524 -4%
SQA
1422
Simon Quick Advisors
New Jersey
$695K +$235K +3,876 +51%
BIM
1423
Barton Investment Management
Pennsylvania
$694K -$95.4K -1,572 -12%
CB
1424
Cooke & Bieler
Pennsylvania
$693K
TRIM
1425
Thompson Rubinstein Investment Management
Oregon
$689K -$25.4K -419 -4%

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.