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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
BHB
1601
Bank Hapoalim BM
Israel
$411K +$411K +6,775 New
MIAN
1602
Mariner Independent Advisor Network
Kansas
$410K -$1.66M -27,379 -80%
TAM
1603
Taurus Asset Management
New York
$407K -$22.3K -367 -5%
BWM
1604
Baystate Wealth Management
Massachusetts
$406K +$13.5K +222 +3%
LK
1605
Lumbard & Kellner
New Hampshire
$404K +$30.9K +509 +8%
CHP
1606
Cable Hill Partners
Oregon
$400K -$105K -1,729 -21%
ACH
1607
ArrowMark Colorado Holdings
Colorado
$399K
JWM
1608
Jacobus Wealth Management
Wisconsin
$399K
MPIA
1609
Mountain Pacific Investment Advisers
Idaho
$399K
AAS
1610
Annex Advisory Services
Wisconsin
$397K -$552K -9,098 -58%
SIM
1611
Sadoff Investment Management
Wisconsin
$397K -$31.2K -514 -7%
MFBTD
1612
MB Financial Bank - Trust Department
Illinois
$396K +$104K +1,715 +36%
HHGA
1613
Halbert Hargrove Global Advisors
California
$395K -$13.7K -226 -3%
PWMAG
1614
Pinnacle Wealth Management Advisory Group
New Jersey
$395K -$8.25K -136 -2%
RGIA
1615
Rainier Group Investment Advisory
Washington
$395K
BOS
1616
Bingham Osborn & Scarborough
California
$394K -$50.2K -828 -11%
VF
1617
Virtu Financial
New York
$392K -$2.03M -33,421 -84%
Kovitz Investment Group Partners
1618
Kovitz Investment Group Partners
Illinois
$392K +$6.67K +110 +2%
EAM
1619
Evanson Asset Management
California
$392K +$40.6K +669 +12%
WA1
1620
Wimmer Associates 1
California
$389K -$49.7K -819 -11%
LFA
1621
Landmark Financial Advisors
Kentucky
$387K
MAS
1622
Managed Account Services
Florida
$385K +$385K +6,353 New
SCM
1623
SOL Capital Management
Maryland
$383K -$3.21K -53 -0.8%
PCMI
1624
Princeton Capital Management Inc
New Jersey
$381K
GEM
1625
Global Endowment Management
North Carolina
$380K

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.