Merck
MRK
1,619 hedge funds and large institutions have $126B invested in Merck in 2014 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 602 increasing their positions, 699 reducing their positions, and 53 closing their positions.
23% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 53
5% more funds holding in top 10
Funds holding in top 10: 140 → 147 (+7)
0% more call options, than puts
Call options by funds: $950M | Put options by funds: $950M
0% less funds holding
Funds holding: 1,621 → 1,619 (-2)
1% less capital invested
Capital invested by funds: $127B → $126B (-$978M)
1.04% less ownership
Funds ownership: 78.25% → 77.21% (-1%)
14% less repeat investments, than reductions
Existing positions increased: 602 | Existing positions reduced: 699
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$434M |
| 2 |
M&T Bank
Buffalo,
New York
|
+$265M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$229M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$159M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$154M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$1.3B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$869M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$491M |
| 4 |
Goldman Sachs
New York
|
-$465M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$431M |
MRK Hedge Fund Activity: Q3 2014 in Review
1,619 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q3 2014, worth a combined $126B — down 0.77% from $127B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new MRK positions and 53 closed out — a net gain of 12 holders — while 602 added to existing stakes and 699 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $434M. The largest seller was Norges Bank, cutting an estimated $1.3B.
- 1,619 institutional investors held Merck (MRK) as of Q3 2014, down from 1,621 in Q2 2014.
- Funds reported $126B of Merck stock for Q3 2014, down 0.77% quarter-over-quarter.
- 65 funds opened new Merck positions in Q3 2014 and 53 closed out, a net change of +12 holders.
- The largest Merck buyer in Q3 2014 was JP Morgan Chase, an estimated $434M added.
- The largest Merck seller in Q3 2014 was Norges Bank, an estimated $1.3B sold.
Based on aggregated 13F filings for Q3 2014.