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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
SCA
1651
STALEY CAPITAL ADVISERS
Pennsylvania
$351K +$4.79K +79 +1%
BPB
1652
Badgley, Phelps & Bell
Washington
$349K -$67K -1,104 -16%
RWG
1653
Regal Wealth Group
California
$349K +$61 +1 +0%
UAS
1654
United Asset Strategies
New York
$348K -$66.5K -1,096 -16%
GQG Partners
1655
GQG Partners
Florida
$348K -$63.6K -1,048 -15%
BWFM
1656
Bridgewater Wealth & Financial Management
Maryland
$348K -$3.58K -59 -1%
GC
1657
Gilbert & Cook
Iowa
$348K +$26K +428 +8%
FAM
1658
Foresters Asset Management
Ontario, Canada
$347K -$477K -7,860 -65%
IIM
1659
Ironwood Investment Management
Massachusetts
$347K
GLA
1660
Good Life Advisors
Pennsylvania
$347K +$130K +2,137 +60%
AFP
1661
Ausdal Financial Partners
Iowa
$346K -$61.8K -1,019 -15%
VFA
1662
Virtus Fund Advisers
Connecticut
$345K
GEA
1663
Glen Eagle Advisors
New Jersey
$344K -$10.5K -173 -3%
FCE
1664
Fiera Capital (Europe)
Cayman Islands
$344K
TC
1665
TFS Capital
Pennsylvania
$344K +$344K +5,676 New
BST
1666
Bath Savings Trust
Maine
$343K -$48.4K -798 -12%
ACM
1667
Ashford Capital Management
Delaware
$343K
AIA
1668
Affinity Investment Advisors
California
$340K +$340K +5,603 New
CIC
1669
Cornercap Investment Counsel
Georgia
$339K -$3.57M -58,772 -91%
SAA
1670
Southeast Asset Advisors
Georgia
$338K -$127K -2,086 -27%
DIA
1671
Davidson Investment Advisors
Montana
$338K +$57.2K +943 +20%
CICI
1672
Capital Investment Counsel Inc
North Carolina
$336K
TCCM
1673
Timber Creek Capital Management
Massachusetts
$334K -$14.9K -246 -4%
ACM
1674
Armbruster Capital Management
New York
$331K
BI
1675
Boulegeris Investments
Georgia
$331K +$331K +5,454 New

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.