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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
SRC
1501
Shufro Rose & Co
New York
$550K
FPFS
1502
First Personal Financial Services
North Carolina
$547K +$80.8K +1,331 +17%
BBI
1503
Baxter Bros Inc
Connecticut
$546K +$61 +1 +0%
BOS
1504
Bank of Stockton
California
$546K +$178K +2,934 +48%
HI
1505
Hendershot Investments
Virginia
$545K -$6.37K -105 -1%
CCB
1506
Cutter & Co Brokerage
Missouri
$544K -$17.5K -288 -3%
BOIA
1507
Bush ODonnell Investment Advisors
Missouri
$544K
SCP
1508
Sandhill Capital Partners
New York
$543K -$203K -3,353 -27%
VST
1509
Van Strum & Towne
California
$543K -$41.3K -680 -7%
WPA
1510
Winning Points Advisors
Florida
$540K
EWM
1511
Endurance Wealth Management
Rhode Island
$539K
HFBOT
1512
Home Federal Bank of Tennessee
Tennessee
$534K -$25.4K -419 -5%
JWA
1513
JFS Wealth Advisors
Pennsylvania
$533K
AB
1514
Atlas Brown
Kentucky
$533K +$849 +14 +0.2%
NEPWA
1515
New England Private Wealth Advisors
Massachusetts
$530K +$5.34K +88 +1%
MKC
1516
M. Kraus & Co
Vermont
$526K -$5.76K -95 -1%
LCM
1517
Lucas Capital Management
New Jersey
$525K +$25.4K +419 +5%
JWBC
1518
J.W. Burns & Co
New York
$524K +$6.37K +105 +1%
DE
1519
Day & Ennis
Georgia
$522K +$15.9K +262 +3%
SCI
1520
Stableford Capital II
Arizona
$516K +$283K +4,665 +121%
QAM
1521
Quantres Asset Management
Cayman Islands
$515K -$820K -13,519 -61%
ECM
1522
Elgethun Capital Management
South Dakota
$514K
AA
1523
Apriem Advisors
California
$514K +$40.9K +674 +9%
CA
1524
Corrado Advisors
New Jersey
$514K +$54.1K +891 +12%
HT
1525
Heritage Trust
Oklahoma
$513K +$513K +8,452 New

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.