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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
SC
176
SRB Corp
Massachusetts
$85.3M
CP
177
Coho Partners
Pennsylvania
$82.5M +$4.24M +69,815 +5%
CIBC World Market
178
CIBC World Market
Ontario, Canada
$82M +$69.1M +1,139,697 +536%
CIC
179
Crawford Investment Counsel
Georgia
$81.9M +$1.32M +21,805 +2%
ZIM
180
Zacks Investment Management
Illinois
$80.1M +$7.81M +128,788 +11%
Calamos Advisors
181
Calamos Advisors
Illinois
$79.9M -$812K -13,391 -1%
ACI
182
AMP Capital Investors
Australia
$79.8M +$8.2M +135,110 +11%
GA
183
Geneva Advisors
Illinois
$77.1M -$1.27M -20,852 -2%
Bank of Nova Scotia
184
Bank of Nova Scotia
Ontario, Canada
$76.3M +$47.8M +788,142 +168%
TCM
185
Tekla Capital Management
Massachusetts
$76.1M
Bessemer Group
186
Bessemer Group
New Jersey
$75.5M -$32.5M -534,869 -30%
FWCM
187
Ferguson Wellman Capital Management
Oregon
$75M +$1.5M +24,718 +2%
Assenagon Asset Management
188
Assenagon Asset Management
Luxembourg
$74.5M +$74.5M +1,228,256 New
SCM
189
Smead Capital Management
Arizona
$74.3M -$1.47M -24,305 -2%
Baird Financial Group
190
Baird Financial Group
Wisconsin
$72.6M -$17.8K -294 -0%
Lazard Asset Management
191
Lazard Asset Management
New York
$71.6M +$16.7M +275,337 +30%
SOMRS
192
State of Michigan Retirement System
Michigan
$71.5M +$12.7K +210 +0%
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$71.5M +$895K +14,751 +1%
CCM
194
Cullen Capital Management
New York
$70.8M -$13.9M -228,475 -16%
Zurich Cantonal Bank
195
Zurich Cantonal Bank
Switzerland
$70.6M +$315K +5,198 +0.4%
Voloridge Investment Management
196
Voloridge Investment Management
Florida
$69.9M +$70M +1,153,667 New
EDRH
197
Edmond de Rothschild Holding
Switzerland
$67.7M +$912K +15,029 +1%
JMPWA
198
JP Morgan Private Wealth Advisors
California
$65.1M +$4.03M +66,366 +7%
TAM
199
Tocqueville Asset Management
New York
$64.6M -$1.6M -26,390 -2%
ASRS
200
Arizona State Retirement System
Arizona
$63.5M -$133K -2,200 -0.2%

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.