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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
ACS
1751
Archford Capital Strategies
Illinois
$259K
HA
1752
Hays Advisory
Tennessee
$259K +$24.4K +403 +10%
PAG
1753
Pinnacle Advisory Group
Maryland
$256K -$87.8K -1,447 -26%
BIM
1754
Baldwin Investment Management
Pennsylvania
$254K
JDR
1755
Jay D. Rosenbaum
$254K
STB
1756
S&T Bank
Pennsylvania
$254K
NCM
1757
Nelson Capital Management
California
$253K
CS
1758
Credential Securities
$253K -$2.12K -35 -0.8%
TCM
1759
Tradewinds Capital Management
Washington
$252K +$243 +4 +0.1%
FBA
1760
Front Barnett Associates
Illinois
$251K
LAIC
1761
Lederer & Associates Investment Counsel
California
$250K
BJ
1762
Brouwer & Janachowski
California
$250K +$251K +4,129 New
VI
1763
Versor Investments
New York
$247K -$6.37K -105 -3%
BMC
1764
Benin Management Corp
Connecticut
$247K -$3.15K -52 -1%
BIM
1765
Bridgecreek Investment Management
Oklahoma
$246K
RIG
1766
Roosevelt Investment Group
New York
$244K +$7.34K +121 +3%
PHAM
1767
Palisades Hudson Asset Management
Florida
$243K -$46.2K -762 -16%
EWM
1768
Empirical Wealth Management
Washington
$243K +$243K +4,009 New
EBSAM
1769
Eubel Brady & Suttman Asset Management
Ohio
$242K -$4.19K -69 -2%
GAAM
1770
Guinness Atkinson Asset Management
California
$242K
ITIM
1771
Indiana Trust & Investment Management
Indiana
$242K
VIM
1772
Veritas Investment Management
United Kingdom
$241K -$140K -2,306 -37%
MSFP
1773
Mark Sheptoff Financial Planning
Connecticut
$241K +$76.3K +1,258 +46%
VAS
1774
Valicenti Advisory Services
New York
$240K +$61 +1 +0%
AAM
1775
Autus Asset Management
Arizona
$240K +$13.3K +220 +6%

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.