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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
Koshinski Asset Management
1576
Koshinski Asset Management
Illinois
$439K +$49.9K +822 +13%
FTUS
1577
Flow Traders U.S.
New York
$437K +$437K +7,210 New
CCM
1578
Carderock Capital Management
Maryland
$436K -$82.1K -1,354 -16%
KLI
1579
Kelman-Lazarov Inc
Tennessee
$436K -$7.34K -121 -2%
JMH
1580
J.M. Hartwell
New York
$435K
GAM
1581
Gemmer Asset Management
California
$435K +$177K +2,921 +69%
GC
1582
Garde Capital
Washington
$433K
HHC
1583
Hutchin Hill Capital
New York
$432K +$432K +7,126 New
AWM
1584
Arbor Wealth Management
Florida
$431K -$42K -693 -9%
FC
1585
Fayerweather Charles
$431K
PCM
1586
Perkins Capital Management
Minnesota
$429K +$127K +2,096 +42%
IR
1587
Invictus RG
Bermuda
$429K +$429K +7,078 New
DWM
1588
Destination Wealth Management
California
$428K -$41.6K -686 -9%
SC
1589
Saturna Capital
Washington
$426K +$121K +1,992 +40%
AS
1590
Arxis Securities
New York
$424K +$424K +6,995 New
BCM
1591
Bienville Capital Management
New York
$422K +$27.5K +453 +7%
VWA
1592
V Wealth Advisors
Kansas
$421K +$180K +2,974 +75%
HC
1593
Henshaw Capital
Massachusetts
$419K
GI
1594
Glovista Investments
New Jersey
$419K -$19.1K -314 -4%
NBG
1595
Nancy B. Gardiner
$419K -$12.7K -209 -3%
Members Trust
1596
Members Trust
Florida
$415K +$415K +6,847 New
HBT
1597
Hills Bank & Trust
Iowa
$414K -$15.9K -262 -4%
HPWM
1598
Highland Private Wealth Management
Washington
$414K -$425 -7 -0.1%
MGIA
1599
Moneta Group Investment Advisors
Missouri
$412K -$106K -1,753 -20%
BFPW
1600
BOK Financial Private Wealth
Colorado
$411K -$50.7K -835 -11%

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.