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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
MA
1476
MCF Advisors
Kentucky
$589K +$54.1K +891 +10%
JGIA
1477
Jackson Grant Investment Advisers
Connecticut
$588K +$2.37K +39 +0.4%
CIAS
1478
Capital Investment Advisory Services
North Carolina
$588K +$3.64K +60 +0.6%
CCA
1479
Conservest Capital Advisors
Pennsylvania
$587K +$588K +9,686 New
VC
1480
Vicus Capital
Pennsylvania
$586K -$204K -3,357 -26%
CWM
1481
Concentric Wealth Management
California
$581K -$20.3K -335 -3%
PCA
1482
Private Capital Advisors
Connecticut
$577K +$36.6K +604 +7%
RCAMU
1483
Rothschild & Co Asset Management US
Connecticut
$576K -$4.43M -72,962 -88%
AAM
1484
Aureus Asset Management
Massachusetts
$574K +$257K +4,244 +83%
PBO
1485
Peoples Bank (Ohio)
Ohio
$573K +$9.53K +157 +2%
RWA
1486
River Wealth Advisors
Pennsylvania
$572K -$79.4K -1,308 -12%
MWM
1487
Modera Wealth Management
New Jersey
$572K +$11.5K +189 +2%
AIA
1488
Allegis Investment Advisors
Idaho
$572K +$17.3K +285 +3%
FCH
1489
Freestone Capital Holdings
Washington
$569K +$36.5K +602 +7%
PIMJS
1490
PKO Investment Management Joint-Stock
Poland
$568K +$468K +7,706 +465%
BFG
1491
Beacon Financial Group
Texas
$565K +$32.1K +529 +6%
NB
1492
Nicolet Bankshares
Wisconsin
$564K -$36.5K -601 -6%
DAS
1493
Dynamic Advisor Solutions
Arizona
$562K +$56.8K +937 +11%
PAS
1494
Partnervest Advisory Services
California
$562K +$102K +1,680 +22%
FWM
1495
Focused Wealth Management
New York
$561K -$47.2K -778 -8%
ZAM
1496
Zevin Asset Management
Massachusetts
$561K +$236K +3,892 +73%
SFG
1497
SNS Financial Group
Minnesota
$561K +$562K +9,260 New
RHJA
1498
Rice Hall James & Associates
California
$557K -$14.6K -241 -3%
PWSG
1499
Pacific Wealth Strategies Group
California
$554K +$125K +2,066 +29%
PP
1500
PagnatoKarp Partners
Virginia
$551K +$3.15K +52 +0.6%

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.