We are live on ! Find out more

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
AAM
1801
American Asset Management
Florida
$217K
OC
1802
Oarsman Capital
Wisconsin
$217K +$217K +3,576 New
CCM
1803
Compass Capital Management
Minnesota
$216K +$216K +3,559 New
BOCM
1804
Bontempo Ohly Capital Management
Maryland
$215K -$3.62M -59,705 -94%
AR
1805
Advisory Research
Illinois
$214K -$12.2K -201 -5%
GCAC
1806
Guardian Capital Advisors (Canada)
Ontario, Canada
$213K -$73.4K -1,210 -26%
SHCM
1807
Stokes & Hubbell Capital Management
Louisiana
$213K +$213K +3,516 New
LA
1808
LVW Advisors
New York
$210K -$546K -9,003 -72%
SA
1809
SpiderRock Advisors
Delaware
$210K
TBC
1810
Tweedy, Browne Co
Connecticut
$210K +$210K +3,465 New
MFW
1811
Mosaic Family Wealth
Missouri
$209K -$6.25K -103 -3%
DA
1812
Dillon & Associates
Michigan
$206K +$204K +3,370 New
SCA
1813
Salient Capital Advisors
Texas
$205K +$205K +3,377 New
HA
1814
Harfst & Associates
Wyoming
$204K +$205K +3,371 New
ACP
1815
Aveo Capital Partners
Colorado
$201K -$445K -7,343 -69%
TFO
1816
Tarbox Family Office
California
$200K
Lido Advisors
1817
Lido Advisors
California
$200K +$199K +3,282 New
CCA
1818
Clearwater Capital Advisors
Illinois
$200K +$200K +3,300 New
IP
1819
Isthmus Partners
Wisconsin
$197K -$103K -1,704 -34%
VCM
1820
Versant Capital Management
Arizona
$197K
OCAM
1821
Onex Canada Asset Management
Ontario, Canada
$186K +$187K +3,075 New
KF
1822
Krilogy Financial
Missouri
$184K
TIM
1823
Tortoise Investment Management
New York
$184K +$14K +230 +8%
HR
1824
Howe & Rusling
New York
$182K
TWMP
1825
Taylor Wealth Management Partners
Massachusetts
$179K -$6.37K -105 -3%

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.