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1,761 hedge funds and large institutions have $119B invested in Merck in 2016 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 713 increasing their positions, 709 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 59

30% more funds holding in top 10

Funds holding in top 10: 106138 (+32)

11% more capital invested

Capital invested by funds: $107B → $119B (+$11.6B)

1% more funds holding

Funds holding: 1,7451,761 (+16)

1% more repeat investments, than reductions

Existing positions increased: 713 | Existing positions reduced: 709

0.6% less ownership

Funds ownership: 78.67%78.07% (-0.6%)

14% less call options, than puts

Call options by funds: $1.02B | Put options by funds: $1.18B

Holders
1,761
Holders Change
+16
Holders Change %
+0.92%
% of All Funds
46.99%
Holding in Top 10
138
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+30.19%
% of All Funds
3.68%
New
92
Increased
713
Reduced
709
Closed
59
Calls
$1.02B
Puts
$1.18B
Net Calls
-$163M
Net Calls Change
-$87M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal London Asset Management
201
Royal London Asset Management
United Kingdom
$57.1M -$1.98B -37,270,963 -97%
FWCM
202
Ferguson Wellman Capital Management
Oregon
$55.9M +$1.19M +22,302 +2%
DRZID
203
DePrince Race & Zollo Inc (DRZ)
Florida
$55.7M -$1.43M -26,942 -3%
KBG
204
Kahn Brothers Group
New York
$55.6M -$1.14M -21,478 -2%
SEI Investments
205
SEI Investments
Pennsylvania
$55.4M +$2.3M +43,198 +4%
KGI
206
KBI Global Investors
Ireland
$54.6M +$52.9M +993,583 New
Lord, Abbett & Co
207
Lord, Abbett & Co
New Jersey
$54.6M +$13.3M +250,548 +34%
JMPWA
208
JP Morgan Private Wealth Advisors
California
$53.6M +$16.1M +302,381 +45%
BCM
209
Becker Capital Management
Oregon
$53.2M -$9.09M -170,760 -15%
CAM
210
Congress Asset Management
Massachusetts
$53.1M -$901K -16,936 -2%
GA
211
Geneva Advisors
Illinois
$52.8M -$3.45M -64,913 -6%
MAM
212
Martingale Asset Management
Massachusetts
$52.8M -$1.59M -29,894 -3%
Natixis Advisors
213
Natixis Advisors
Massachusetts
$52.4M +$3.32M +62,333 +7%
AAMU
214
Amundi Asset Management US
Massachusetts
$52M -$1.31M -24,677 -3%
AAMU
215
AEGON Asset Management (UK)
United Kingdom
$51.9M -$255K -4,784 -0.5%
TPSF
216
Texas Permanent School Fund
Texas
$51.7M -$3.33M -62,638 -6%
HA
217
Homestead Advisers
Virginia
$51.2M
ZIM
218
Zacks Investment Management
Illinois
$51M +$1.49M +28,041 +3%
BNP Paribas Financial Markets
219
BNP Paribas Financial Markets
France
$50.9M +$1.33M +24,935 +3%
FMI
220
Factory Mutual Insurance
Massachusetts
$50.4M -$6.11M -114,832 -11%
CI Investments Inc
221
CI Investments Inc
Ontario, Canada
$50.2M -$40M -751,102 -45%
Commonwealth Equity Services
222
Commonwealth Equity Services
Massachusetts
$49.8M +$1.04M +19,517 +2%
FQ
223
First Quadrant
California
$49.5M +$17.8M +334,208 +59%
WCM
224
Wedge Capital Management
North Carolina
$49.4M +$5.02M +94,267 +12%
SCM
225
Snow Capital Management
Pennsylvania
$48.9M -$3.47M -65,279 -7%

MRK Hedge Fund Activity: Q2 2016 in Review

1,761 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q2 2016, worth a combined $119B — up 11% from $107B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new MRK positions and 59 closed out — a net gain of 33 holders — while 713 added to existing stakes and 709 trimmed.

The largest buyer was Macquarie Group, adding an estimated $718M. The largest seller was Royal London Asset Management, cutting an estimated $1.98B.

  • 1,761 institutional investors held Merck (MRK) as of Q2 2016, up from 1,745 in Q1 2016.
  • Funds reported $119B of Merck stock for Q2 2016, up 11% quarter-over-quarter.
  • 92 funds opened new Merck positions in Q2 2016 and 59 closed out, a net change of +33 holders.
  • The largest Merck buyer in Q2 2016 was Macquarie Group, an estimated $718M added.
  • The largest Merck seller in Q2 2016 was Royal London Asset Management, an estimated $1.98B sold.

Based on aggregated 13F filings for Q2 2016.