Merck
MRK
3,180 hedge funds and large institutions have $207B invested in Merck in 2023 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 1,203 increasing their positions, 1,448 reducing their positions, and 148 closing their positions.
23% more call options, than puts
Call options by funds: $1.84B | Put options by funds: $1.49B
11% more first-time investments, than exits
New positions opened: 164 | Existing positions closed: 148
3.05% more ownership
Funds ownership: 75.53% → 78.57% (+3%)
4% less capital invested
Capital invested by funds: $216B → $207B (-$9.61B)
2% less funds holding
Funds holding: 3,235 → 3,180 (-55)
17% less repeat investments, than reductions
Existing positions increased: 1,203 | Existing positions reduced: 1,448
23% less funds holding in top 10
Funds holding in top 10: 342 → 262 (-80)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.81B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$894M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$707M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$568M |
| 5 |
SP
Sarasin & Partners
London,
United Kingdom
|
+$445M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$608M |
| 2 |
Barclays
London,
United Kingdom
|
-$607M |
| 3 |
JP Morgan Chase
New York
|
-$441M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$328M |
| 5 |
Morgan Stanley
New York
|
-$303M |
MRK Hedge Fund Activity: Q1 2023 in Review
3,180 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q1 2023, worth a combined $207B — down 4.4% from $216B a quarter earlier.
Buyers outnumbered sellers: 164 funds opened new MRK positions and 148 closed out — a net gain of 16 holders — while 1,203 added to existing stakes and 1,448 trimmed.
The largest buyer was Vanguard Group, adding an estimated $1.81B. The largest seller was BlackRock, cutting an estimated $608M.
- 3,180 institutional investors held Merck (MRK) as of Q1 2023, down from 3,235 in Q4 2022.
- Funds reported $207B of Merck stock for Q1 2023, down 4.4% quarter-over-quarter.
- 164 funds opened new Merck positions in Q1 2023 and 148 closed out, a net change of +16 holders.
- The largest Merck buyer in Q1 2023 was Vanguard Group, an estimated $1.81B added.
- The largest Merck seller in Q1 2023 was BlackRock, an estimated $608M sold.
Based on aggregated 13F filings for Q1 2023.