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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
MIC
1876
MU Investments Company
Japan
$70K -$1.64K -27 -2%
AIM
1877
Arcadia Investment Management
Michigan
$70K
CLM
1878
ClearBridge LLC (Maryland)
Maryland
$68K +$68K +1,121 New
MIP
1879
Mondrian Investment Partners
United Kingdom
$67K
CFD
1880
Creative Financial Designs
Indiana
$66K -$9.46K -156 -12%
AIS
1881
Accurate Investment Solutions
Pennsylvania
$63K -$31.6K -521 -34%
MUS
1882
Mitsubishi UFJ Securities
Japan
$61K -$14K -231 -19%
SFPIA
1883
Stevens First Principles Investment Advisors
California
$61K
OFS
1884
Orrstown Financial Services
Pennsylvania
$61K +$28.9K +477 +91%
DPA
1885
Delphi Private Advisors
California
$57K -$15.3K -252 -21%
RI
1886
Redwood Investments
Massachusetts
$57K
WA
1887
Winfield Associates
Ohio
$54K -$8.19K -135 -13%
AIM
1888
Acrospire Investment Management
Illinois
$51K -$165K -2,725 -76%
CFG
1889
CKW Financial Group
Hawaii
$51K
JIM
1890
Jupiter Investment Management
United Kingdom
$50K -$337K -5,555 -87%
FFW
1891
Fusion Family Wealth
New York
$44K -$24.9K -410 -36%
CFS
1892
Commonwealth Financial Services
West Virginia
$42K
PIM
1893
Parasol Investment Management
Illinois
$41K -$26.1K -431 -39%
DSN
1894
D. Scott Neal
Kentucky
$40K -$7.52K -124 -16%
LWA
1895
Lenox Wealth Advisors
New York
$40K +$303 +5 +0.8%
TRCT
1896
Tower Research Capital (TRC)
New York
$38K -$3.82M -62,923 -99%
HRC
1897
Hoertkorn Richard Charles
$38K
CWM
1898
Catamount Wealth Management
Connecticut
$36K
FWC
1899
First Washington Corp
Washington
$35K
FPTW
1900
Franklin, Parlapiano, Turner & Welch
Texas
$35K

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.