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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
MAA
1701
Mraz Amerine & Associates
California
$303K -$46.1K -760 -13%
RFA
1702
Reilly Financial Advisors
California
$301K +$37.8K +623 +14%
FIM
1703
Farmhouse Investment Management
California
$300K +$306K +5,051 New
V
1704
ValueWorks
New York
$298K -$81.3K -1,340 -21%
AF
1705
Aldebaran Financial
$295K +$546 +9 +0.2%
AF
1706
Allworth Financial
California
$295K +$4.85K +80 +2%
CPIG
1707
Chicago Partners Investment Group
Illinois
$295K +$7.34K +121 +3%
DJSG
1708
D.J. St. Germain
Massachusetts
$294K -$74.4K -1,226 -20%
CT
1709
Clearstead Trust
Maine
$294K +$29.3K +483 +11%
Edgewood Management
1710
Edgewood Management
Connecticut
$293K
CCM
1711
Condor Capital Management
New Jersey
$293K +$6.73K +111 +2%
GBBWRPM
1712
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$291K -$65K -1,072 -18%
SIMM
1713
Stillwater Investment Management (Minnesota)
Minnesota
$291K -$55.6K -917 -16%
RCM
1714
RB Capital Management
Nevada
$290K +$6.61K +109 +2%
GWM
1715
Greenwich Wealth Management
Connecticut
$290K +$290K +4,784 New
MMG
1716
Monetary Management Group
Missouri
$289K -$560K -9,223 -66%
MGAM
1717
McGowan Group Asset Management
Texas
$289K -$3.52K -58 -1%
UBG
1718
United Bank (Georgia)
Georgia
$289K +$8.31K +137 +3%
CPA
1719
Clear Perspective Advisors
Illinois
$286K
YMRC
1720
Yorktown Management & Research Company
Virginia
$286K
B
1721
Bridgeworth
Alabama
$286K +$38.8K +639 +16%
BWP
1722
BSW Wealth Partners
Colorado
$283K -$64.2K -1,059 -18%
PC
1723
Palo Capital
California
$283K +$283K +4,664 New
BFM
1724
Boothbay Fund Management
New York
$281K -$497K -8,194 -64%
SKK
1725
Shepherd Kaplan Krochuk
Massachusetts
$280K

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.