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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
RIA
1526
Regal Investment Advisors
Michigan
$319K +$12.5K +235 +4%
GS
1527
GAM Systematic
United Kingdom
$318K -$1.04M -19,536 -77%
IIM
1528
Ironwood Investment Management
Massachusetts
$317K
TCCM
1529
Timber Creek Capital Management
Massachusetts
$317K
RWG
1530
Regal Wealth Group
California
$316K +$4.63K +87 +2%
AL
1531
Agran Libbie
California
$315K +$75.3K +1,415 +33%
SCA
1532
STALEY CAPITAL ADVISERS
Pennsylvania
$314K
VFA
1533
Virtus Fund Advisers
Connecticut
$314K
FHB
1534
First Hawaiian Bank
Hawaii
$313K -$45.8K -860 -13%
DJSG
1535
D.J. St. Germain
Massachusetts
$313K
EGM
1536
Engineers Gate Manager
New York
$311K +$53.3K +1,001 +21%
CICI
1537
Capital Investment Counsel Inc
North Carolina
$310K -$33.4K -628 -10%
NEPWA
1538
New England Private Wealth Advisors
Massachusetts
$310K +$81K +1,522 +37%
VWA
1539
V Wealth Advisors
Kansas
$307K +$62.7K +1,179 +27%
EAM
1540
Evanson Asset Management
California
$305K -$16.6K -311 -5%
PAG
1541
Pinnacle Advisory Group
Maryland
$302K -$38.6K -726 -12%
BIM
1542
Baldwin Investment Management
Pennsylvania
$302K -$11.1K -209 -4%
JGIA
1543
Jackson Grant Investment Advisers
Connecticut
$302K +$2.45K +46 +0.8%
BPB
1544
Badgley, Phelps & Bell
Washington
$301K +$36.7K +689 +14%
N
1545
Natixis
France
$301K +$291K +5,474 New
ACM
1546
Ashford Capital Management
Delaware
$300K +$290K +5,450 New
AFP
1547
Ausdal Financial Partners
Iowa
$298K -$3.25K -61 -1%
PAS
1548
Park Avenue Securities
New York
$298K +$287K +5,394 New
ZAM
1549
Zevin Asset Management
Massachusetts
$297K
FM
1550
Family Management
New York
$296K

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.