Merck
MRK
1,745 hedge funds and large institutions have $107B invested in Merck in 2016 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 754 increasing their positions, 675 reducing their positions, and 83 closing their positions.
18% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 83
12% more repeat investments, than reductions
Existing positions increased: 754 | Existing positions reduced: 675
1.44% more ownership
Funds ownership: 77.23% → 78.67% (+1.4%)
1% more funds holding in top 10
Funds holding in top 10: 105 → 106 (+1)
1% less funds holding
Funds holding: 1,755 → 1,745 (-10)
5% less capital invested
Capital invested by funds: $112B → $107B (-$5.17B)
10% less call options, than puts
Call options by funds: $693M | Put options by funds: $769M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$1.82B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$307M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$252M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$203M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$177M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$193M |
| 2 |
IG
ING Group
Amsterdam,
Netherlands
|
-$172M |
| 3 |
State Street
Boston,
Massachusetts
|
-$168M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$162M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$154M |
MRK Hedge Fund Activity: Q1 2016 in Review
1,745 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q1 2016, worth a combined $107B — down 4.6% from $112B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new MRK positions and 83 closed out — a net gain of 15 holders — while 754 added to existing stakes and 675 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $1.82B. The largest seller was Janus Henderson Investors US, cutting an estimated $193M.
- 1,745 institutional investors held Merck (MRK) as of Q1 2016, down from 1,755 in Q4 2015.
- Funds reported $107B of Merck stock for Q1 2016, down 4.6% quarter-over-quarter.
- 98 funds opened new Merck positions in Q1 2016 and 83 closed out, a net change of +15 holders.
- The largest Merck buyer in Q1 2016 was Royal London Asset Management, an estimated $1.82B added.
- The largest Merck seller in Q1 2016 was Janus Henderson Investors US, an estimated $193M sold.
Based on aggregated 13F filings for Q1 2016.