Merck
MRK
3,214 hedge funds and large institutions have $199B invested in Merck in 2023 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 1,295 increasing their positions, 1,408 reducing their positions, and 148 closing their positions.
28% more call options, than puts
Call options by funds: $1.84B | Put options by funds: $1.44B
0.65% less ownership
Funds ownership: 76.3% → 75.65% (-0.65%)
1% less first-time investments, than exits
New positions opened: 147 | Existing positions closed: 148
8% less repeat investments, than reductions
Existing positions increased: 1,295 | Existing positions reduced: 1,408
1% less funds holding
Funds holding: 3,256 → 3,214 (-42)
11% less capital invested
Capital invested by funds: $224B → $199B (-$25B)
29% less funds holding in top 10
Funds holding in top 10: 261 → 186 (-75)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$560M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$521M |
| 3 |
Millennium Management
New York
|
+$364M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$276M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$202M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$868M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$402M |
| 3 |
State Street
Boston,
Massachusetts
|
-$312M |
| 4 |
BlackRock
New York
|
-$293M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$285M |
MRK Hedge Fund Activity: Q3 2023 in Review
3,214 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q3 2023, worth a combined $199B — down 11% from $224B a quarter earlier.
Sellers outnumbered buyers: 148 funds closed out of MRK and 147 opened new positions — a net loss of 1 holder — while 1,408 trimmed existing stakes and 1,295 added.
The largest buyer was Wellington Management Group, adding an estimated $560M. The largest seller was Massachusetts Financial Services, cutting an estimated $868M.
- 3,214 institutional investors held Merck (MRK) as of Q3 2023, down from 3,256 in Q2 2023.
- Funds reported $199B of Merck stock for Q3 2023, down 11% quarter-over-quarter.
- 147 funds opened new Merck positions in Q3 2023 and 148 closed out, a net change of -1 holder.
- The largest Merck buyer in Q3 2023 was Wellington Management Group, an estimated $560M added.
- The largest Merck seller in Q3 2023 was Massachusetts Financial Services, an estimated $868M sold.
Based on aggregated 13F filings for Q3 2023.