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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
GLA
201
Great Lakes Advisors
Illinois
$63.1M +$9.29M +153,052 +17%
USSCPF
202
United States Steel & Carnegie Pension Fund
New York
$61.7M
RJFSA
203
Raymond James Financial Services Advisors
Florida
$60.2M +$6.96M +114,724 +13%
GH
204
GAM Holding
Switzerland
$60M +$9.81M +161,708 +20%
KBG
205
Kahn Brothers Group
New York
$59.7M -$803K -13,228 -1%
BAPIM
206
British Airways Pensions Investment Management
United Kingdom
$59.6M +$12.4M +204,394 +26%
Natixis Advisors
207
Natixis Advisors
Massachusetts
$58.1M -$3.41M -56,237 -6%
AIG
208
American International Group
New York
$57M -$1.5M -24,780 -3%
Commonwealth Equity Services
209
Commonwealth Equity Services
Massachusetts
$56.8M +$492K +8,102 +0.9%
SAM
210
Sentinel Asset Management
Vermont
$56.8M
GF
211
Gabelli Funds
New York
$55.3M -$2.86M -47,107 -5%
SEI Investments
212
SEI Investments
Pennsylvania
$55.3M -$112K -1,844 -0.2%
N
213
Natixis
France
$54.8M +$35.6M +586,752 +185%
GIBU
214
Gulf International Bank (UK)
United Kingdom
$54.7M +$998K +16,454 +2%
CCMH
215
Cornerstone Capital Management Holdings
New York
$54.1M +$971K +16,013 +2%
VRS
216
Virginia Retirement Systems
Virginia
$53.9M +$6.83M +112,660 +15%
MWNA
217
Marshall Wace North America
New York
$53.9M +$53.5M +881,953 New
KCM
218
Kornitzer Capital Management
Kansas
$53.7M -$79.8K -1,316 -0.1%
SG Americas Securities
219
SG Americas Securities
New York
$53.4M -$38.1M -627,694 -42%
JIR
220
James Investment Research
Ohio
$53.1M -$6.68M -110,129 -11%
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$53.1M +$2.54M +41,902 +5%
Toronto Dominion Bank
222
Toronto Dominion Bank
Ontario, Canada
$52.9M +$4.08M +67,225 +8%
DRZID
223
DePrince Race & Zollo Inc (DRZ)
Florida
$52.9M -$4.72M -77,844 -8%
Janney Montgomery Scott
224
Janney Montgomery Scott
Pennsylvania
$52.7M -$568K -9,368 -1%
Envestnet Asset Management
225
Envestnet Asset Management
Illinois
$52.6M -$1.06M -17,496 -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.