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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
JFA
1826
JNBA Financial Advisors
Minnesota
$179K +$7.04K +116 +4%
LD
1827
Lipe & Dalton
New York
$176K -$19.6K -323 -10%
BWA
1828
Burt Wealth Advisors
Maryland
$175K -$28.6K -472 -14%
LWM
1829
LBA Wealth Management
Florida
$174K
WIM
1830
Westside Investment Management
California
$172K +$6.37K +105 +4%
TJHA
1831
Thomas J. Herzfeld Advisors
Florida
$172K +$364 +6 +0.2%
HCM
1832
Highlander Capital Management
New Jersey
$170K
NSB
1833
Norway Savings Bank
Maine
$169K -$18.4K -304 -10%
MCM
1834
MV Capital Management
Maryland
$163K
IWM
1835
IHT Wealth Management
Illinois
$157K +$9.28K +153 +6%
CWM
1836
Cranbrook Wealth Management
Michigan
$153K -$19.1K -315 -11%
PB
1837
Pinnacle Bancorp
Nebraska
$152K +$153K +2,514 New
GI
1838
Gradient Investments
Minnesota
$147K +$42.9K +707 +41%
SHJ
1839
Sharkey, Howes & Javer
Colorado
$146K -$13.6K -224 -8%
MWM
1840
Mascoma Wealth Management
New Hampshire
$145K
BRC
1841
Bell Rock Capital
Delaware
$144K -$9.04K -149 -6%
QAM
1842
QCI Asset Management
New York
$143K -$6.37K -105 -4%
SA
1843
SRH Advisors
Kansas
$140K
LWA
1844
Lowe Wealth Advisors
Maryland
$139K
MWM
1845
MinichMacGregor Wealth Management
New York
$137K -$31.4K -517 -19%
CAL
1846
Capital Advisors Ltd
Ohio
$135K
BL
1847
Balentine LLC
Georgia
$133K +$2.73K +45 +2%
TCM
1848
TD Capital Management
Tennessee
$131K
PAM
1849
Paradigm Asset Management
New York
$130K -$267K -4,402 -67%
ACM
1850
AUA Capital Management
Pennsylvania
$129K

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.