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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
WCM
1476
Weatherstone Capital Management
Colorado
$363K +$7.24K +136 +2%
NA
1477
NewEdge Advisors
Louisiana
$363K +$352K +6,610 New
MCM
1478
McKinley Capital Management
Alaska
$362K -$17.2K -323 -5%
KWMG
1479
King Wealth Management Group
Florida
$362K -$7.56K -142 -2%
ACH
1480
ArrowMark Colorado Holdings
Colorado
$362K
BC
1481
Blackhill Capital
New Jersey
$362K
MPIA
1482
Mountain Pacific Investment Advisers
Idaho
$362K
UAS
1483
United Asset Strategies
New York
$357K +$37K +695 +12%
CHP
1484
Cable Hill Partners
Oregon
$355K +$125K +2,353 +58%
PAS
1485
Partnervest Advisory Services
California
$354K -$27.7K -521 -7%
HJA
1486
Hugh Johnson Advisors
New York
$354K -$20.8K -390 -6%
CP
1487
Camelot Portfolios
Ohio
$354K
MGIA
1488
Moneta Group Investment Advisors
Missouri
$354K
AFWA
1489
Ancora Family Wealth Advisors
Ohio
$348K -$5.54K -104 -2%
GC
1490
Garde Capital
Washington
$348K
CA
1491
Corrado Advisors
New Jersey
$348K +$106 +2 +0%
MIC
1492
Meridian Investment Counsel
California
$348K +$160 +3 +0%
FM
1493
Foster & Motley
Ohio
$346K -$9.69K -182 -3%
BOS
1494
Bank of Stockton
California
$346K -$1.38K -26 -0.4%
TAM
1495
Taurus Asset Management
New York
$346K
GEM
1496
Global Endowment Management
North Carolina
$345K
MSU
1497
Mizuho Securities USA
New York
$345K +$334K +6,272 New
V
1498
ValueWorks
New York
$344K -$3.03K -57 -0.9%
CCM
1499
Cohen Capital Management
California
$344K
SRC
1500
Stone Run Capital
New York
$342K

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.