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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
VAM
151
ValueInvest Asset Management
Luxembourg
$104M -$28.3M -466,674 -21%
State of Tennessee, Department of Treasury
152
State of Tennessee, Department of Treasury
Tennessee
$103M -$18.8M -309,168 -15%
1832 Asset Management
153
1832 Asset Management
Ontario, Canada
$103M -$90.8M -1,496,457 -47%
EAM
154
Eagle Asset Management
Florida
$102M -$2.36M -38,939 -2%
Teacher Retirement System of Texas
155
Teacher Retirement System of Texas
Texas
$102M +$42.9M +707,180 +73%
PC
156
Polar Capital
United Kingdom
$101M +$58.9M +970,047 +139%
HighTower Advisors
157
HighTower Advisors
Illinois
$99.2M -$1.39M -22,991 -1%
H
158
Hexavest
Quebec, Canada
$99.2M +$4.66M +76,862 +5%
EAM
159
Edge Asset Management
Washington
$98M -$2.47M -40,667 -2%
Luther King Capital Management (LKCM)
160
Luther King Capital Management (LKCM)
Texas
$97.9M +$4.87M +80,304 +5%
BTS
161
BB&T Securities
Virginia
$96.2M +$6.24M +102,891 +7%
BNP Paribas Asset Management
162
BNP Paribas Asset Management
France
$95.6M -$931K -15,342 -1%
GIA
163
Gateway Investment Advisers
Ohio
$95.6M -$6.12M -100,816 -6%
AG
164
Aperio Group
California
$94.2M +$3.44M +56,641 +4%
AAM
165
Aberdeen Asset Management
United Kingdom
$94.1M +$1.93M +31,832 +2%
HM
166
HealthCor Management
New York
$93.7M +$57.7M +951,091 +160%
DCM
167
Discovery Capital Management
Connecticut
$93.2M +$93.3M +1,537,940 New
AAMU
168
AEGON Asset Management (UK)
United Kingdom
$92.3M +$9.18M +151,290 +11%
Comerica Bank
169
Comerica Bank
Texas
$91.4M -$1.75M -28,906 -2%
GC
170
Guggenheim Capital
Illinois
$88.1M -$4.25M -69,984 -5%
CB
171
Commerce Bank
Missouri
$87.6M +$962K +15,864 +1%
Axa
172
Axa
France
$87.3M -$13.3M -219,215 -13%
MLICM
173
Metropolitan Life Insurance Company (MetLife)
New York
$86.3M -$1.65M -27,267 -2%
Los Angeles Capital Management
174
Los Angeles Capital Management
California
$85.7M -$40.7M -671,278 -32%
CCI
175
Columbus Circle Investors
$85.5M +$71.9M +1,185,762 +529%

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.