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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
CIC
1451
Chilton Investment Company
Connecticut
$647K +$273K +4,506 +73%
AI
1452
Accredited Investors
Minnesota
$646K +$13.3K +219 +2%
VNA
1453
Valley National Advisers
Pennsylvania
$645K +$1.94K +32 +0.3%
AC
1454
Alexandria Capital
Virginia
$642K +$3.7K +61 +0.6%
CA
1455
Capital Advantage
California
$642K +$23.9K +394 +4%
GS
1456
Girard Securities
California
$639K +$137K +2,263 +27%
AIM
1457
Avity Investment Management
Connecticut
$636K -$40.3K -664 -6%
LCM
1458
Lee Capital Management
New York
$635K
SFM
1459
Signature Financial Management
Virginia
$628K +$94.2K +1,553 +18%
MWM
1460
Marietta Wealth Management
Georgia
$627K +$46.1K +760 +8%
BSB
1461
Bangor Savings Bank
Maine
$625K -$38.1K -628 -6%
CA
1462
Cortland Associates
Missouri
$625K
RMSCM
1463
R.M. Sincerbeaux Capital Management
New York
$622K
SLG
1464
Stanley-Laman Group
Pennsylvania
$617K -$420K -6,923 -40%
LC
1465
LCNB Corp
Ohio
$615K -$9.65K -159 -2%
AOWM
1466
Alpha Omega Wealth Management
Virginia
$614K -$19.1K -314 -3%
LOAMS
1467
Lombard Odier Asset Management (Switzerland)
Switzerland
$612K +$612K +10,087 New
PCMC
1468
Paragon Capital Management (Colorado)
Colorado
$608K +$608K +10,029 New
SCA
1469
Snowden Capital Advisors
New York
$608K +$66.6K +1,097 +12%
LCM
1470
LVM Capital Management
Michigan
$606K -$58K -956 -9%
NFG
1471
Nadler Financial Group
Illinois
$604K -$84.3K -1,389 -12%
TCM
1472
Traynor Capital Management
Pennsylvania
$604K +$16K +264 +3%
DW
1473
Domani Wealth
Pennsylvania
$600K -$168K -2,763 -22%
B
1474
BancorpSouth
Mississippi
$597K -$160K -2,632 -21%
AACR
1475
ACR Alpine Capital Research
Missouri
$593K -$80.3M -1,323,656 -99%

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.