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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
AIA
1451
Affinity Investment Advisors
California
$403K
SAM
1452
SignalPoint Asset Management
Missouri
$403K +$8.25K +155 +2%
EML
1453
Eos Management LP
New York
$402K
JMH
1454
J.M. Hartwell
New York
$402K
BCCM
1455
Bridge Creek Capital Management
Massachusetts
$399K +$8.36K +157 +2%
BOS
1456
Bingham Osborn & Scarborough
California
$397K -$40.3K -758 -10%
BRA
1457
Bender Robert & Associates
California
$396K -$36.2K -681 -9%
FC
1458
Fayerweather Charles
$391K
PFS
1459
Prospera Financial Services
Texas
$388K +$12.7K +239 +4%
FPFS
1460
First Personal Financial Services
North Carolina
$386K +$212K +3,980 +131%
SAA
1461
Southeast Asset Advisors
Georgia
$385K -$21.1K -397 -5%
FLAM
1462
First Light Asset Management
Minnesota
$381K
HC
1463
Henshaw Capital
Massachusetts
$380K
BCM
1464
Bienville Capital Management
New York
$378K +$365K +6,860 New
BWM
1465
Braver Wealth Management
Massachusetts
$376K -$171K -3,219 -32%
WCM
1466
Westend Capital Management
California
$376K -$1.17K -22 -0.3%
PMFA
1467
Plante Moran Financial Advisors
Michigan
$375K +$59.4K +1,117 +20%
RVPG
1468
Relative Value Partners Group
$374K -$11.2K -210 -3%
BLAM
1469
Bourne Lent Asset Management
New York
$374K
OWP
1470
Obermeyer Wealth Partners
Colorado
$374K +$22.3K +419 +7%
HHGA
1471
Halbert Hargrove Global Advisors
California
$373K +$8.99K +169 +3%
CAM
1472
Concorde Asset Management
Michigan
$372K -$9.63K -181 -3%
LFA
1473
Landmark Financial Advisors
Kentucky
$368K +$2.4K +45 +0.7%
PCMI
1474
Princeton Capital Management Inc
New Jersey
$368K +$32.6K +613 +10%
SCM
1475
SOL Capital Management
Maryland
$364K

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.