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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
WAM
1901
Watermark Asset Management
California
$33K +$33.4K +551 New
WAS
1902
WESPAC Advisors SoCal
California
$32.9K
FPF
1903
FNY Partners Fund
New York
$31K -$159K -2,620 -83%
WCM
1904
Wealthcare Capital Management
Virginia
$30K +$9.59K +158 +47%
CJA
1905
C-J Advisory
California
$29K
AWMS
1906
Advocacy Wealth Management Services
Georgia
$29K +$25.8K +425 +817%
HWM
1907
Holloway Wealth Management
Florida
$28K
AAF
1908
Andra AP-fonden
Sweden
$27.8K +$124K +2,044 +0.4%
WP
1909
WealthPLAN Partners
Nebraska
$27.4K +$27.4K +452 New
WAP
1910
Wealthcare Advisory Partners
Pennsylvania
$25K
AFIA
1911
America First Investment Advisors
Nebraska
$25K +$25.4K +419 New
IF
1912
Ironwood Financial
Arizona
$23K +$182 +3 +0.8%
BC
1913
Barnett & Company
Tennessee
$22K -$24K -395 -52%
HWP
1914
Hefty Wealth Partners
Indiana
$22K
FCA
1915
Florence Capital Advisors
New York
$19K
GWA
1916
Guidant Wealth Advisors
Illinois
$19K
PCFFS
1917
Pacific Center for Financial Services
California
$19K
RBC
1918
Roble Belko & Company
Pennsylvania
$19K
FMA
1919
FNY Managed Accounts
New York
$17K +$17.7K +291 New
RPG
1920
Risk Paradigm Group
Texas
$16.9K -$94.6K -1,559 -85%
SIA
1921
SeaBridge Investment Advisors
New Jersey
$16K
SAM
1922
Shamrock Asset Management
Texas
$16K
UWPG
1923
Ullmann Wealth Partners Group
Florida
$15K +$15.8K +260 New
BCI
1924
Brinker Capital Investments
Pennsylvania
$14K
HCC
1925
Hirtle Callaghan & Co
Pennsylvania
$14K

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.