Merck
MRK
1,711 hedge funds and large institutions have $121B invested in Merck in 2015 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 720 increasing their positions, 657 reducing their positions, and 82 closing their positions.
26% more call options, than puts
Call options by funds: $1.09B | Put options by funds: $866M
15% more funds holding in top 10
Funds holding in top 10: 111 → 128 (+17)
12% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 82
10% more repeat investments, than reductions
Existing positions increased: 720 | Existing positions reduced: 657
0% more capital invested
Capital invested by funds: $121B → $121B (+$193M)
0.13% less ownership
Funds ownership: 77.96% → 77.83% (-0.13%)
1% less funds holding
Funds holding: 1,722 → 1,711 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$840M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$544M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$407M |
| 4 |
D.E. Shaw & Co
New York
|
+$194M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$176M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Americafirst Capital Management
Roseville,
California
|
-$500M |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$485M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$459M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$378M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$327M |
MRK Hedge Fund Activity: Q1 2015 in Review
1,711 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q1 2015, worth a combined $121B — up 0.16% from $121B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new MRK positions and 82 closed out — a net gain of 10 holders — while 720 added to existing stakes and 657 trimmed.
The largest buyer was Boston Partners, opening a new position worth an estimated $840M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $500M sold.
- 1,711 institutional investors held Merck (MRK) as of Q1 2015, down from 1,722 in Q4 2014.
- Funds reported $121B of Merck stock for Q1 2015, up 0.16% quarter-over-quarter.
- 92 funds opened new Merck positions in Q1 2015 and 82 closed out, a net change of +10 holders.
- The largest Merck buyer in Q1 2015 was Boston Partners, an estimated $840M added.
- The largest Merck seller in Q1 2015 was Americafirst Capital Management, an estimated $500M sold.
Based on aggregated 13F filings for Q1 2015.