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1,926 hedge funds and large institutions have $130B invested in Merck in 2017 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 796 increasing their positions, 779 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $1.77B | Put options by funds: $1.17B

6% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 79

2% more repeat investments, than reductions

Existing positions increased: 796 | Existing positions reduced: 779

1% more funds holding in top 10

Funds holding in top 10: 137138 (+1)

0% more capital invested

Capital invested by funds: $130B → $130B (+$148M)

0.31% less ownership

Funds ownership: 77.91%77.61% (-0.31%)

1% less funds holding

Funds holding: 1,9421,926 (-16)

Holders
1,926
Holders Change
-16
Holders Change %
-0.82%
% of All Funds
48.01%
Holding in Top 10
138
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.73%
% of All Funds
3.44%
New
84
Increased
796
Reduced
779
Closed
79
Calls
$1.77B
Puts
$1.17B
Net Calls
+$601M
Net Calls Change
-$181M
Name Holding Trade Value Shares
Change
Change in
Stake
ESBC
1601
E.S. Barr & Co
Kentucky
$399K +$34.9K +574 +10%
BOS
1602
Bingham Osborn & Scarborough
California
$398K +$122 +2 +0%
GLI
1603
Guardian Life Insurance
New York
$397K -$282K -4,631 -42%
HHGA
1604
Halbert Hargrove Global Advisors
California
$395K -$2.62K -43 -0.7%
SCM
1605
SOL Capital Management
Maryland
$395K +$8.58K +141 +2%
DJSG
1606
D.J. St. Germain
Massachusetts
$394K +$96.8K +1,591 +33%
LCM
1607
Liberty Capital Management
Michigan
$393K -$51.4K -845 -11%
WCM
1608
Weatherstone Capital Management
Colorado
$393K +$391K +6,428 New
LK
1609
Lumbard & Kellner
New Hampshire
$392K -$15.6K -257 -4%
WIP
1610
Wellesley Investment Partners
Massachusetts
$392K +$9.56K +157 +3%
WG
1611
Welch Group
Alabama
$390K -$71.3K -1,171 -16%
LFA
1612
Landmark Financial Advisors
Kentucky
$390K
ANBT
1613
American National Bank & Trust
Texas
$389K +$15.3K +252 +4%
HBT
1614
Hills Bank & Trust
Iowa
$387K -$30.3K -498 -7%
PCMI
1615
Princeton Capital Management Inc
New Jersey
$384K
GEM
1616
Global Endowment Management
North Carolina
$383K
MCM
1617
McRae Capital Management
New Jersey
$383K +$15.9K +262 +4%
CCM
1618
Cohen Capital Management
California
$382K
FCB
1619
First Command Bank
Texas
$382K +$4.93K +81 +1%
FCFS
1620
First Command Financial Services
Texas
$382K +$4.93K +81 +1%
CGL
1621
Clarius Group LLC
Washington
$381K
BHB
1622
Bank Hapoalim BM
Israel
$380K -$34.1K -560 -8%
SRC
1623
Stone Run Capital
New York
$380K
SMC
1624
Smith, Moore & Co
Missouri
$380K +$61 +1 +0%
HJA
1625
Hugh Johnson Advisors
New York
$374K +$43K +706 +13%

MRK Hedge Fund Activity: Q2 2017 in Review

1,926 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q2 2017, worth a combined $130B — up 0.11% from $130B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new MRK positions and 79 closed out — a net gain of 5 holders — while 796 added to existing stakes and 779 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $438M. The largest seller was Capital World Investors, cutting an estimated $735M.

  • 1,926 institutional investors held Merck (MRK) as of Q2 2017, down from 1,942 in Q1 2017.
  • Funds reported $130B of Merck stock for Q2 2017, up 0.11% quarter-over-quarter.
  • 84 funds opened new Merck positions in Q2 2017 and 79 closed out, a net change of +5 holders.
  • The largest Merck buyer in Q2 2017 was T. Rowe Price Associates, an estimated $438M added.
  • The largest Merck seller in Q2 2017 was Capital World Investors, an estimated $735M sold.

Based on aggregated 13F filings for Q2 2017.