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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
PSC
1501
Prentiss Smith & Co
Vermont
$341K -$4.79K -90 -1%
BHTS
1502
Bar Harbor Trust Services
Maine
$340K -$55.8K -1,048 -14%
ESBC
1503
E.S. Barr & Co
Kentucky
$339K
LK
1504
Lumbard & Kellner
New Hampshire
$339K
PCM
1505
Pointe Capital Management
Michigan
$337K -$16.2K -304 -5%
PCTC
1506
Perkins Coie Trust Company
Washington
$335K
GBBWRPM
1507
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$333K +$51.6K +969 +19%
AR
1508
Advisory Research
Illinois
$332K -$4.74K -89 -1%
PWMAG
1509
Pinnacle Wealth Management Advisory Group
New Jersey
$332K
UFG
1510
United Fire Group
Iowa
$332K
Kovitz Investment Group Partners
1511
Kovitz Investment Group Partners
Illinois
$332K +$3.78K +71 +1%
HPWM
1512
Highland Private Wealth Management
Washington
$330K +$26.6K +499 +9%
VHAM
1513
Van Hulzen Asset Management
California
$329K -$66.9K -1,257 -17%
ACM
1514
Armbruster Capital Management
New York
$329K -$16.1K -302 -5%
BC
1515
Banced Corp
Illinois
$328K +$66.3K +1,245 +22%
LCP
1516
Lombardia Capital Partners
California
$327K -$5.27M -99,023 -94%
CL
1517
Croft-Leominster
Maryland
$327K
RGC
1518
Roberts, Glore & Co
Illinois
$327K
Members Trust
1519
Members Trust
Florida
$326K +$316K +5,939 New
SIMM
1520
Stillwater Investment Management (Minnesota)
Minnesota
$323K +$2.56K +48 +0.8%
AW
1521
Alpha Windward
Massachusetts
$323K +$36.8K +691 +13%
MG
1522
Markel Group
Virginia
$323K +$312K +5,869 New
MAA
1523
Mraz Amerine & Associates
California
$322K +$319 +6 +0.1%
WA1
1524
Wimmer Associates 1
California
$322K +$38.4K +721 +14%
KA
1525
Kovack Advisors
Florida
$319K -$17K -320 -5%

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.