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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
AII
1926
AGF Investments Inc
Ontario, Canada
$13K
DOA
1927
D'Orazio & Associates
Virginia
$13K
OCM
1928
Oakview Capital Management
Texas
$12K
RWML
1929
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$11.7K -$3.88K -64 -25%
SCA
1930
Stuart Chaussee & Associates
California
$11K -$1.52K -25 -12%
NYLT
1931
New York Life Trust
New York
$10K -$135K -2,229 -93%
WAS
1932
Winch Advisory Services
Wisconsin
$9K +$61 +1 +0.7%
FMP
1933
Financial Management Professionals
Texas
$8K
NCM
1934
New Capital Management
Texas
$8K
HS
1935
Horan Securities
United States
$7K +$7.34K +121 New
IDBONY
1936
Israel Discount Bank of New York
New York
$6K -$3.15K -52 -33%
Walleye Trading
1937
Walleye Trading
New York
$4.36K -$565K -9,319 -11%
SLF
1938
Sun Life Financial
Ontario, Canada
$4.24K +$789 +13 +5%
NDSI
1939
Newman Dignan & Sheerar Inc
Rhode Island
$4.09K +$31.4K +517 +0.8%
CT
1940
Chicago Trust
Illinois
$3.16K +$85K +1,401 +3%
CIM
1941
Contravisory Investment Management
Massachusetts
$3K
ST
1942
Somerset Trust
Pennsylvania
$3K +$3.46K +57 New
AUB
1943
Atlantic Union Bankshares
Virginia
$1.65K -$44.5K -733 -3%
GVT
1944
Genesee Valley Trust
New York
$484 -$927K -15,282 -66%
Korea Investment Corp
1945
Korea Investment Corp
South Korea
-$207M -3,412,800 Closed
BM
1946
Bridger Management
New York
-$50.9M -905,861 Closed
Parallax Volatility Advisers
1947
Parallax Volatility Advisers
California
-$47.8M -788,608 Closed
DFO
1948
Duquesne Family Office
New York
-$40.3M -716,622 Closed
SC
1949
Samlyn Capital
New York
-$35M -622,512 Closed
OAC
1950
OMERS Administration Corp
Ontario, Canada
-$30.4M -541,910 Closed

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.