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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
HCA
1851
Harbour Capital Advisors
Virginia
$127K +$127K +2,090 New
AWM
1852
Avior Wealth Management
Nebraska
$124K -$4.73K -78 -4%
SAM
1853
Solaris Asset Management
New York
$116K
NC
1854
NewSquare Capital
Pennsylvania
$114K
IP
1855
Intellectus Partners
California
$112K
BIG
1856
Bellwether Investment Group
Tennessee
$111K -$441K -7,271 -80%
VCM
1857
Vigilant Capital Management
Maine
$111K +$15.9K +262 +17%
BCM
1858
Blume Capital Management
California
$109K
PO
1859
Private Ocean
California
$109K
CPP
1860
Crow Point Partners
Massachusetts
$106K +$15.8K +261 +18%
SIM
1861
Sprucegrove Investment Management
Ontario, Canada
$99.6K -$2.37M -39,090 -19%
PFGIA
1862
Patriot Financial Group Insurance Agency
Massachusetts
$97K -$1.88K -31 -2%
LWM
1863
Lenox Wealth Management
Ohio
$95K +$18.1K +298 +24%
CIA
1864
Cascade Investment Advisors
Oregon
$95K -$51K -841 -35%
IR
1865
IAT Reinsurance
New York
$94K -$128K -2,110 -58%
MBT
1866
Monroe Bank & Trust
Michigan
$93K
PA
1867
Perennial Advisors
New York
$93K
AAP
1868
Arax Advisory Partners
Colorado
$91K +$38.9K +641 +74%
CPA
1869
Cowen Prime Advisors
New York
$89K +$63.6K +1,048 +250%
AA
1870
AlphaMark Advisors
Kentucky
$86K
DMK
1871
David M. Knott
$83K
RAM
1872
Riggs Asset Management
Pennsylvania
$82K
LA
1873
Legacy Advisors
Pennsylvania
$80K -$24.8K -408 -24%
WA
1874
WealthTrust-Arizona
Arizona
$78K -$1.27K -21 -2%
ICOM
1875
Investment Counselors of Maryland
Maryland
$73K -$910 -15 -1%

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.