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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
CS
1601
Credential Securities
$247K +$1.22K +23 +0.5%
QC
1602
QCM Cayman
Texas
$247K +$239K +4,484 New
MCWS
1603
McKinley Carter Wealth Services
West Virginia
$244K -$3.41K -64 -1%
SMG
1604
Spectrum Management Group
Indiana
$244K
ANBT
1605
American National Bank & Trust
Texas
$242K
CRC
1606
Curi RMB Capital
Illinois
$242K +$9.21K +173 +4%
VSWA
1607
Vontobel Swiss Wealth Advisors
Switzerland
$241K -$13.9K -262 -5%
AF
1608
Allworth Financial
California
$240K +$34.3K +645 +17%
SIM
1609
Sadoff Investment Management
Wisconsin
$236K -$12.6K -237 -5%
NFC
1610
Northeast Financial Consultants
Connecticut
$236K
MCM
1611
MV Capital Management
Maryland
$235K
IP
1612
Isthmus Partners
Wisconsin
$234K
TCM
1613
Tradewinds Capital Management
Washington
$233K -$11.4K -214 -5%
BA
1614
Bristlecone Advisors
Washington
$231K -$28.4K -534 -11%
STB
1615
S&T Bank
Pennsylvania
$231K
VOAM
1616
Vertex One Asset Management
British Columbia, Canada
$230K -$112K -2,096 -33%
RFA
1617
Reilly Financial Advisors
California
$230K -$24.9K -467 -10%
JDR
1618
Jay D. Rosenbaum
$230K
TNAM
1619
Terra Nova Asset Management
New York
$230K
SSG
1620
Summit Securities Group
New York
$230K +$223K +4,192 New
RCG
1621
Ruane, Cunniff & Goldfarb
New York
$229K -$50.9K -957 -19%
Tudor Investment Corp
1622
Tudor Investment Corp
Connecticut
$225K -$39.6M -744,636 -99%
AIS
1623
American Investment Services
Massachusetts
$225K -$11.3K -212 -5%
EBSAM
1624
Eubel Brady & Suttman Asset Management
Ohio
$224K +$266 +5 +0.1%
AP
1625
Atwood & Palmer
Missouri
$223K

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.