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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
BCP
2001
Berkeley Capital Partners
Georgia
-$251K -4,472 Closed
BA
2002
Bristlecone Advisors
Washington
-$247K -4,396 Closed
MCM
2003
Millie Capital Management
California
-$246K -4,373 Closed
ECM
2004
Evergreen Capital Management
Washington
-$240K -4,287 Closed
TNAM
2005
Terra Nova Asset Management
New York
-$234K -4,167 Closed
NP
2006
NorthRock Partners
Minnesota
-$225K -3,993 Closed
ABTD
2007
Arvest Bank Trust Division
Oklahoma
-$216K -3,851 Closed
GAG
2008
GM Advisory Group
New York
-$206K -3,618 Closed
SIG
2009
Stanford Investment Group
California
-$160K -2,855 Closed
Simplex Trading
2010
Simplex Trading
Illinois
-$148K -2,446 Closed
PRS
2011
Pinkerton Retirement Specialists
Idaho
-$135K -2,407 Closed
Cohen & Steers
2012
Cohen & Steers
New York
-$130K -2,321 Closed
SAS
2013
Stelac Advisory Services
New York
-$105K -1,863 Closed
EARNEST Partners
2014
EARNEST Partners
Georgia
-$78K -1,380 Closed
EF
2015
Empirical Finance
Pennsylvania
-$77K -1,357 Closed
HIM
2016
Hillsdale Investment Management
Ontario, Canada
-$42K -755 Closed
DVM
2017
Dreman Value Management
Florida
-$42K -744 Closed
FAN
2018
Financial Advisors Network
California
-$40.6K -690 Closed
BA
2019
BCM Advisors
Louisiana
-$23K -408 Closed
RFWA
2020
RPg Family Wealth Advisory
Massachusetts
-$22.8K -406 Closed
LWMT
2021
Legacy Wealth Management (Tennessee)
Tennessee
-$5.98K -107 Closed
BCMIO
2022
Beacon Capital Management Inc (Ohio)
Ohio
+$182 +3 New

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.