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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
FA
1676
Fortis Advisors
Pennsylvania
$330K -$12K -198 -4%
EM
1677
Emancipation Management
New York
$330K
LPC
1678
Loeb Partners Corp
New York
$330K
HJA
1679
Hugh Johnson Advisors
New York
$328K -$1.94K -32 -0.6%
IWA
1680
Intercontinental Wealth Advisors
Texas
$327K -$10K -165 -3%
FM
1681
Family Management
New York
$326K
RIA
1682
Regal Investment Advisors
Michigan
$326K +$86.2K +1,420 +36%
BCM
1683
Baltimore Capital Management
Maryland
$325K +$325K +5,353 New
MTC
1684
McDaniel Terry & Co
Texas
$321K -$31.8K -524 -9%
BAM
1685
Burgundy Asset Management
Ontario, Canada
$321K
RHBC
1686
R.H. Bluestein & Co
Michigan
$321K
MIC
1687
Meridian Investment Counsel
California
$321K +$182 +3 +0.1%
BC
1688
Blackhill Capital
New Jersey
$318K -$81.9K -1,350 -20%
IIM
1689
Intact Investment Management
Quebec, Canada
$318K -$76.3K -1,258 -19%
JFGLC
1690
Johnson Financial Group LLC (Colorado)
Colorado
$317K -$71.3K -1,175 -18%
GC
1691
Gratus Capital
Georgia
$317K +$14.7K +242 +5%
RVPG
1692
Relative Value Partners Group
$314K -$98.5K -1,624 -24%
OWP
1693
Obermeyer Wealth Partners
Colorado
$312K -$95.4K -1,572 -23%
EWA
1694
EP Wealth Advisors
California
$311K -$51.9K -856 -14%
HA
1695
Halsey Associates
Connecticut
$309K -$4.91K -81 -2%
MC
1696
Miles Capital
Iowa
$309K +$5.4K +89 +2%
PSC
1697
Prentiss Smith & Co
Vermont
$307K -$8.01K -132 -3%
GWS
1698
Glassman Wealth Services
Virginia
$307K +$18.1K +298 +6%
PM
1699
Parametrica Management
Hong Kong
$305K -$312K -5,135 -51%
RGC
1700
Roberts, Glore & Co
Illinois
$305K -$59.4K -979 -16%

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.