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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$12.1B +$388M +6,395,122 +3%
BlackRock
2
BlackRock
New York
$11.6B +$11.2B +185,193,224 +2,739%
State Street
3
State Street
Massachusetts
$7.82B -$132M -2,178,504 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$7.38B -$511M -8,415,528 -6%
Capital World Investors
5
Capital World Investors
California
$6.78B -$2.2B -36,341,642 -25%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$3.26B +$865M +14,257,812 +36%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$2.74B -$125M -2,060,875 -4%
JP Morgan Chase
8
JP Morgan Chase
New York
$2.29B +$328K +5,411 +0%
Northern Trust
9
Northern Trust
Illinois
$2.28B +$18.3M +301,439 +0.8%
Bank of America
10
Bank of America
North Carolina
$2.27B -$47.7M -786,800 -2%
Norges Bank
11
Norges Bank
Norway
$1.82B +$59.4M +978,451 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.75B +$123M +2,034,910 +8%
Franklin Resources
13
Franklin Resources
California
$1.67B -$164M -2,705,725 -9%
Wells Fargo
14
Wells Fargo
California
$1.55B +$218M +3,601,311 +16%
Invesco
15
Invesco
Georgia
$1.53B -$37.9M -625,314 -2%
Ameriprise
16
Ameriprise
Minnesota
$1.39B -$36.1M -594,566 -3%
Boston Partners
17
Boston Partners
Massachusetts
$1.27B +$31.8M +524,499 +3%
Deutsche Bank
18
Deutsche Bank
Germany
$1.23B +$116M +1,915,904 +10%
Barrow, Hanley, Mewhinney & Strauss
19
Barrow, Hanley, Mewhinney & Strauss
Texas
$1B -$118M -1,941,765 -10%
Goldman Sachs
20
Goldman Sachs
New York
$968M +$186M +3,072,697 +24%
Morgan Stanley
21
Morgan Stanley
New York
$964M -$26.8M -441,144 -3%
State Farm Mutual Automobile Insurance
22
State Farm Mutual Automobile Insurance
Illinois
$962M
Legal & General Group
23
Legal & General Group
United Kingdom
$913M +$31.8M +523,334 +4%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$892M -$760M -12,524,808 -46%
Dodge & Cox
25
Dodge & Cox
California
$870M -$16.4M -270,351 -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.