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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
KPF
1976
K2 Principal Fund
Ontario, Canada
-$706K -12,576 Closed
SSG
1977
Summit Securities Group
New York
-$636K -11,318 Closed
GIM
1978
Guardian Investment Management
California
-$634K -11,287 Closed
BA
1979
Bristol Advisors
Pennsylvania
-$571K -10,166 Closed
PIM
1980
Progressive Investment Management
Oregon
-$565K -10,052 Closed
MSU
1981
Mizuho Securities USA
New York
-$556K -9,892 Closed
SAM
1982
SignalPoint Asset Management
Missouri
-$503K -8,952 Closed
GWM
1983
GSB Wealth Management
Connecticut
-$474K -8,436 Closed
AAP
1984
Ardsley Advisory Partners
Connecticut
-$442K -7,860 Closed
PL
1985
Parkwood LLC
Ohio
-$417K -7,427 Closed
DTL
1986
Dynamic Technology Lab
Singapore
-$412K -7,336 Closed
KFA
1987
Kelleher Financial Advisors
New York
-$407K -7,252 Closed
CRM
1988
Cramer Rosenthal McGlynn
Connecticut
-$401K -7,147 Closed
WCM
1989
Weatherstone Capital Management
Colorado
-$373K -6,643 Closed
PAS
1990
Park Avenue Securities
New York
-$379K -6,604 Closed
FVP
1991
Firefly Value Partners
Pennsylvania
-$362K -6,440 Closed
IC
1992
InterOcean Capital
Illinois
-$351K -6,253 Closed
VHAM
1993
Van Hulzen Asset Management
California
-$336K -5,978 Closed
RSA
1994
Robertson Stephens Advisors
California
-$329K -5,811 Closed
JGC
1995
J. Goldman & Co
New York
-$300K -5,345 Closed
RWA
1996
RGT Wealth Advisors
Texas
-$288K -5,134 Closed
GCA
1997
Gideon Capital Advisors
New York
-$283K -5,038 Closed
VSWA
1998
Vontobel Swiss Wealth Advisors
Switzerland
-$279K -4,962 Closed
BJL
1999
Brighton Jones LLC
Washington
-$264K -4,697 Closed
ZDA
2000
Zweig-DiMenna Associates
New York
-$253K -4,506 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.