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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
NCM
1526
Novare Capital Management
North Carolina
$511K -$17.5K -289 -3%
CWM
1527
Cornerstone Wealth Management
Missouri
$510K +$17.5K +289 +4%
WCM
1528
Windsor Capital Management
Arizona
$509K -$44.6K -735 -8%
MSTVIM
1529
Messner & Smith Theme Value Investment Management
California
$509K +$43.5K +717 +9%
CWP
1530
Capital Wealth Planning
Florida
$508K
CCA
1531
Conestoga Capital Advisors
Pennsylvania
$508K
ACI
1532
Alpha Cubed Investments
California
$508K +$119K +1,961 +31%
Jane Street
1533
Jane Street
New York
$502K -$4.83M -79,640 -91%
CANY
1534
Caxton Associates (New York)
New York
$502K +$502K +8,279 New
SFFS
1535
Stonehage Fleming Financial Services
Jersey
$498K
HEIP
1536
Hudson Edge Investment Partners
New Jersey
$496K
First Eagle Investment Management
1537
First Eagle Investment Management
New York
$495K
CHC
1538
City Holding Co
West Virginia
$494K +$2K +33 +0.4%
CP
1539
Camelot Portfolios
Ohio
$494K +$2.12K +35 +0.4%
SPC
1540
Stewart & Patten Company
California
$494K +$19.4K +319 +4%
SWA
1541
Sutton Wealth Advisors
Florida
$490K
RIM
1542
Rampart Investment Management
Connecticut
$484K +$485K +7,987 New
Grantham, Mayo, Van Otterloo & Co (GMO)
1543
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$483K -$388K -6,393 -45%
RI
1544
Ridgewood Investments
New Jersey
$483K +$10.3K +170 +2%
SFS
1545
Summit Financial Strategies
Ohio
$483K +$20.7K +341 +4%
KWM
1546
Kingsview Wealth Management
Oregon
$482K +$483K +7,955 New
AEPG
1547
American Economic Planning Group
New Jersey
$481K -$91.1K -1,502 -16%
PTB
1548
Pioneer Trust Bank
Oregon
$473K
MIHAS
1549
Maj Invest Holding A/S
Denmark
$471K
CPA
1550
Capital Planning Advisors
California
$470K

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.