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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
EGA
1426
E&G Advisors
Texas
$688K -$89K -1,467 -11%
FIM
1427
Fruth Investment Management
Texas
$686K -$10K -165 -1%
SCM
1428
Stonebridge Capital Management
California
$685K -$95.4K -1,572 -12%
WFWM
1429
Wechter Feldman Wealth Management
New Jersey
$685K
AB
1430
AT Bancorp
Iowa
$682K -$6.37K -105 -0.9%
OCG
1431
Opus Capital Group
Ohio
$681K
WA
1432
Wealth Architects
California
$680K
LGC
1433
Laurel Grove Capital
California
$679K -$60.4K -995 -8%
ICM
1434
IMS Capital Management
Oregon
$679K +$42.1K +694 +7%
GXMC
1435
Global X Management Company
New York
$679K +$113K +1,867 +20%
SC
1436
Schulhoff & Co
Ohio
$677K
OFW
1437
Omnia Family Wealth
Florida
$676K +$1.03K +17 +0.2%
FPS
1438
Fieldpoint Private Securities
Connecticut
$675K +$675K +11,134 New
GLI
1439
Guardian Life Insurance
New York
$674K +$2.61K +43 +0.4%
FAM
1440
Fred Alger Management
New York
$669K -$114K -1,881 -15%
TIA
1441
Tiemann Investment Advisors
California
$669K -$4.79K -79 -0.7%
WP
1442
WMS Partners
Maryland
$669K +$6.13K +101 +0.9%
FM
1443
Foster & Motley
Ohio
$666K +$192K +3,169 +41%
IA
1444
Independence Advisors
Pennsylvania
$663K -$10.3K -170 -2%
CFMC
1445
Curbstone Financial Management Corp
New Hampshire
$658K -$7.34K -121 -1%
BCM
1446
Boltwood Capital Management
California
$654K -$645K -10,632 -50%
ICM
1447
Ionic Capital Management
New York
$654K +$655K +10,793 New
CC
1448
Cornerstone Capital
California
$652K +$3.46K +57 +0.5%
CPO
1449
Cerity Partners OCIO
New York
$651K -$1.58M -26,031 -71%
DAC
1450
Dividend Assets Capital
South Carolina
$648K +$51.1K +843 +9%

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.