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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
Brown Advisory
126
Brown Advisory
Maryland
$131M -$8.84M -145,667 -6%
DekaBank Deutsche Girozentrale
127
DekaBank Deutsche Girozentrale
Germany
$131M +$17.9M +294,728 +16%
KBC Group
128
KBC Group
Belgium
$131M +$22.6M +371,817 +21%
CIBC Private Wealth Group
129
CIBC Private Wealth Group
Georgia
$129M +$318K +5,238 +0.2%
Aviva
130
Aviva
United Kingdom
$128M -$3.72M -61,342 -3%
Robeco Institutional Asset Management
131
Robeco Institutional Asset Management
Netherlands
$125M +$7.04M +115,994 +6%
Capital Fund Management (CFM)
132
Capital Fund Management (CFM)
France
$125M +$117M +1,924,515 +1,412%
Neuberger Berman Group
133
Neuberger Berman Group
New York
$121M +$4.46M +73,556 +4%
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$121M -$1.29M -21,309 -1%
HA
135
Homestead Advisers
Virginia
$119M
RFC
136
Regions Financial Corp
Alabama
$119M +$466K +7,673 +0.4%
SB
137
Suntrust Banks
Georgia
$118M -$16.2M -266,459 -12%
AIM
138
abrdn Investment Management
United Kingdom
$117M -$6.36M -104,801 -5%
First Trust Advisors
139
First Trust Advisors
Illinois
$116M +$1.36M +22,459 +1%
BCIM
140
British Columbia Investment Management
British Columbia, Canada
$116M +$9.09M +149,789 +9%
Two Sigma Investments
141
Two Sigma Investments
New York
$115M +$108M +1,783,984 +1,543%
National Pension Service
142
National Pension Service
South Korea
$115M +$620K +10,219 +0.5%
DC
143
Davenport & Co
Virginia
$113M -$398K -6,555 -0.3%
Retirement Systems of Alabama
144
Retirement Systems of Alabama
Alabama
$109M +$1.29M +21,324 +1%
SCM
145
Sterling Capital Management
North Carolina
$108M +$8.37M +137,956 +8%
KeyBank National Association
146
KeyBank National Association
Ohio
$108M -$389K -6,407 -0.4%
EPFB
147
Employees Provident Fund Board
Malaysia
$107M -$10.4M -171,365 -9%
NFA
148
Nationwide Fund Advisors
Ohio
$107M -$26.9M -444,121 -20%
MHI
149
Miller Howard Investments
New York
$107M -$1.72M -28,306 -2%
CWM
150
CIBC World Markets
New York
$105M +$10.5M +173,829 +11%

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.