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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
KA
1651
Klingman & Associates
New York
$202K
GWM
1652
Greenwich Wealth Management
Connecticut
$201K -$19.2K -360 -9%
EWM
1653
Evermay Wealth Management
Virginia
$201K +$194K +3,649 New
OC
1654
Oarsman Capital
Wisconsin
$201K +$195K +3,660 New
RTS
1655
Round Table Services
New Jersey
$200K +$194K +3,640 New
GWS
1656
Glassman Wealth Services
Virginia
$197K +$83.7K +1,572 +78%
VCM
1657
Versant Capital Management
Arizona
$188K -$7.03K -132 -4%
SCM
1658
Southport Capital Management
Tennessee
$187K +$181K +3,404 New
TFO
1659
Tarbox Family Office
California
$180K +$373 +7 +0.2%
NYLT
1660
New York Life Trust
New York
$180K +$30.1K +566 +21%
LD
1661
Lipe & Dalton
New York
$178K
HR
1662
Howe & Rusling
New York
$177K +$8.14K +153 +5%
JG
1663
Jefferies Group
New York
$174K -$528K -9,920 -76%
JFA
1664
JNBA Financial Advisors
Minnesota
$174K +$5.11K +96 +3%
TWMP
1665
Taylor Wealth Management Partners
Massachusetts
$173K -$27.9K -524 -14%
SRP
1666
Saddle Road Partners
Nebraska
$173K
LWM
1667
LBA Wealth Management
Florida
$171K +$15.4K +289 +10%
SHJ
1668
Sharkey, Howes & Javer
Colorado
$168K -$94.8K -1,782 -37%
GXMC
1669
Global X Management Company
New York
$168K +$71.1K +1,336 +78%
BBPWM
1670
Blue Bell Private Wealth Management
Pennsylvania
$160K -$67K -1,258 -30%
BWA
1671
Burt Wealth Advisors
Maryland
$158K -$13.3K -249 -8%
SIG
1672
Stanford Investment Group
California
$157K
KF
1673
Krilogy Financial
Missouri
$157K +$48.5K +911 +47%
SEIA
1674
Signature Estate & Investment Advisors
California
$156K +$151K +2,830 New
HCM
1675
Highlander Capital Management
New Jersey
$155K

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.