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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
CCM
1626
Cohen Capital Management
California
$379K
WIP
1627
Wellesley Investment Partners
Massachusetts
$379K
CGL
1628
Clarius Group LLC
Washington
$378K +$8.49K +140 +2%
SRC
1629
Stone Run Capital
New York
$377K
SMC
1630
Smith, Moore & Co
Missouri
$376K -$89.7K -1,478 -19%
NCM
1631
Northside Capital Management
Oregon
$375K +$375K +6,186 New
QT
1632
Quantbot Technologies
New York
$374K -$19.8M -326,624 -98%
FCB
1633
First Command Bank
Texas
$374K -$4.67K -77 -1%
FCFS
1634
First Command Financial Services
Texas
$374K -$4.67K -77 -1%
AP
1635
Atwood & Palmer
Missouri
$373K +$123K +2,025 +49%
ANBT
1636
American National Bank & Trust
Texas
$370K +$3.88K +64 +1%
PCTC
1637
Perkins Coie Trust Company
Washington
$369K
TG
1638
TLP Group
Illinois
$369K +$166K +2,736 +82%
UFG
1639
United Fire Group
Iowa
$366K
AW
1640
Alpha Windward
Massachusetts
$364K -$3.21K -53 -0.9%
MCM
1641
McRae Capital Management
New Jersey
$363K -$106K -1,750 -23%
ESBC
1642
E.S. Barr & Co
Kentucky
$361K -$22.3K -367 -6%
LC
1643
Lourd Capital
California
$361K +$112K +1,838 +45%
SIAS
1644
Shine Investment Advisory Services
Colorado
$361K +$361K +5,948 New
BC
1645
Banced Corp
Illinois
$358K -$12.7K -210 -3%
ACM
1646
Americafirst Capital Management
California
$356K -$1.67M -27,506 -82%
MG
1647
Markel Group
Virginia
$356K
KCPG
1648
Kavar Capital Partners Group
Kansas
$355K +$108K +1,781 +44%
SNBOSCI
1649
Security National Bank of Sioux City Iowa
Iowa
$353K +$353K +5,824 New
CAM
1650
ClariVest Asset Management
California
$352K -$7.16K -118 -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.