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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
DCM
1551
Driehaus Capital Management
Illinois
$470K +$470K +7,755 New
WAM
1552
Weatherly Asset Management
California
$469K -$8.25K -136 -2%
HC
1553
Hourglass Capital
Texas
$468K -$203K -3,354 -30%
AIM
1554
Aspen Investment Management
Michigan
$468K
PAS
1555
Professional Advisory Services
Florida
$468K
CBA
1556
Coastal Bridge Advisors
Connecticut
$468K +$1.4K +23 +0.3%
BLAM
1557
Bourne Lent Asset Management
New York
$463K
KWMG
1558
King Wealth Management Group
Florida
$461K -$6.31K -104 -1%
BRM
1559
Boston Research & Management
Massachusetts
$460K
FMC
1560
First Merchants Corp
Indiana
$458K -$103K -1,703 -18%
WG
1561
Welch Group
Alabama
$458K -$40.4K -666 -8%
AWCI
1562
Alpine Woods Capital Investors
New York
$458K
PMFA
1563
Plante Moran Financial Advisors
Michigan
$456K -$15.5K -256 -3%
FTC
1564
Farmers Trust Company
Ohio
$454K -$311K -5,118 -41%
NCMW
1565
Northern Capital Management (Wisconsin)
Wisconsin
$453K +$83K +1,368 +22%
LCM
1566
Liberty Capital Management
Michigan
$452K +$41.3K +681 +10%
VIMU
1567
Veritas Investment Management (UK)
United Kingdom
$449K
HFS
1568
Haverford Financial Services
Pennsylvania
$448K -$1.94K -32 -0.4%
BHTS
1569
Bar Harbor Trust Services
Maine
$446K -$14.4K -238 -3%
Rafferty Asset Management
1570
Rafferty Asset Management
New York
$446K +$446K +7,356 New
CCM
1571
Cutler Capital Management
Massachusetts
$445K -$127K -2,096 -22%
SIM
1572
SSI Investment Management
California
$443K -$971 -16 -0.2%
EML
1573
Eos Management LP
New York
$443K
DCM
1574
Donaldson Capital Management
Indiana
$440K +$93.3K +1,538 +27%
BRA
1575
Bender Robert & Associates
California
$439K -$7.58K -125 -2%

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.