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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
AIM
1776
Advantage Investment Management
Iowa
$239K +$6.19K +102 +3%
KKAMG
1777
Kernodle & Katon Asset Management Group
Arkansas
$239K +$53.3K +878 +29%
RPA
1778
Rock Point Advisors
Vermont
$238K -$66.7K -1,100 -22%
CL
1779
Croft-Leominster
Maryland
$238K +$239K +3,932 New
LIA
1780
LBMC Investment Advisors
Tennessee
$236K
HCM
1781
HM Capital Management
Missouri
$236K +$910 +15 +0.4%
CCM
1782
Carlson Capital Management
Minnesota
$235K +$10.1K +166 +4%
PCM
1783
Penserra Capital Management
California
$232K +$155K +2,557 +200%
CWM
1784
Connecticut Wealth Management
Connecticut
$231K
SG
1785
Somerset Group
Minnesota
$230K
CNC
1786
Citizens & Northern Corp
Pennsylvania
$229K -$135K -2,233 -37%
MVA
1787
Mount Vernon Associates
Maryland
$227K
PCM
1788
Prelude Capital Management
New York
$227K +$153K +2,515 +204%
ABP
1789
Arthur B. Page
$225K +$226K +3,719 New
DLHL
1790
Donald L. Hagan LLC
Florida
$224K
EWM
1791
Evermay Wealth Management
Virginia
$222K
NFC
1792
Northeast Financial Consultants
Connecticut
$222K
LCP
1793
Legacy Capital Partners
Wisconsin
$222K +$2.43K +40 +1%
ANTB
1794
AMG National Trust Bank
Colorado
$221K -$39.2K -646 -15%
NI
1795
NFC Investments
Tennessee
$219K
RFCA
1796
R&F Capital Advisors
New York
$218K -$285K -4,695 -57%
PAMG
1797
Patton Albertson Miller Group
Tennessee
$218K -$12.7K -209 -5%
AC
1798
Addison Capital
Pennsylvania
$218K +$218K +3,589 New
SAMC
1799
Spectrum Asset Management (California)
California
$218K +$218K +3,589 New
MIS
1800
Morningstar Investment Services
Illinois
$217K -$2.71M -44,627 -93%

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.