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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
CNC
1426
Citizens & Northern Corp
Pennsylvania
$430K -$12.6K -236 -3%
VF
1427
Virtu Financial
New York
$430K +$416K +7,821 New
CGL
1428
Clarius Group LLC
Washington
$429K -$33.5K -629 -7%
PTB
1429
Pioneer Trust Bank
Oregon
$429K
MCM
1430
McRae Capital Management
New Jersey
$427K -$20.1K -378 -5%
MIHAS
1431
Maj Invest Holding A/S
Denmark
$427K
AIM
1432
Aspen Investment Management
Michigan
$426K
MCM
1433
Millie Capital Management
California
$425K
GI
1434
Glovista Investments
New Jersey
$423K -$72.5K -1,362 -15%
GS
1435
Girard Securities
California
$422K -$49.3K -927 -11%
CBA
1436
Coastal Bridge Advisors
Connecticut
$420K -$10.4K -196 -3%
AA
1437
Apriem Advisors
California
$419K +$51.9K +975 +15%
BRM
1438
Boston Research & Management
Massachusetts
$417K
PAS
1439
Professional Advisory Services
Florida
$416K
KLI
1440
Kelman-Lazarov Inc
Tennessee
$415K +$22.7K +427 +6%
KFA
1441
Kelleher Financial Advisors
New York
$415K -$53.4K -1,004 -12%
BST
1442
Bath Savings Trust
Maine
$415K +$5.59K +105 +1%
DE
1443
Day & Ennis
Georgia
$414K
WG
1444
Welch Group
Alabama
$412K -$601K -11,300 -60%
BAM
1445
Burgundy Asset Management
Ontario, Canada
$412K
HFS
1446
Haverford Financial Services
Pennsylvania
$411K -$2.4K -45 -0.6%
AWM
1447
Arbor Wealth Management
Florida
$410K
SIM
1448
SSI Investment Management
California
$410K +$6.97K +131 +2%
SAMC
1449
Shinko Asset Management Company
Japan
$409K -$11.5K -217 -3%
VIMU
1450
Veritas Investment Management (UK)
United Kingdom
$407K

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.