Merck
MRK
1,815 hedge funds and large institutions have $127B invested in Merck in 2016 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 703 increasing their positions, 764 reducing their positions, and 49 closing their positions.
141% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 49
26% more funds holding in top 10
Funds holding in top 10: 138 → 174 (+36)
7% more capital invested
Capital invested by funds: $119B → $127B (+$8.7B)
3% more funds holding
Funds holding: 1,762 → 1,815 (+53)
0.12% more ownership
Funds ownership: 78.07% → 78.18% (+0.12%)
8% less repeat investments, than reductions
Existing positions increased: 703 | Existing positions reduced: 764
11% less call options, than puts
Call options by funds: $1.26B | Put options by funds: $1.42B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.03B |
| 2 |
State Street
Boston,
Massachusetts
|
+$437M |
| 3 |
JP Morgan Chase
New York
|
+$335M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$316M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$197M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.54B |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$809M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$486M |
| 4 |
Dodge & Cox
San Francisco,
California
|
-$370M |
| 5 |
GE
General Electric
Evendale,
Ohio
|
-$315M |
MRK Hedge Fund Activity: Q3 2016 in Review
1,815 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q3 2016, worth a combined $127B — up 7.3% from $119B a quarter earlier.
Buyers outnumbered sellers: 118 funds opened new MRK positions and 49 closed out — a net gain of 69 holders — while 703 added to existing stakes and 764 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $1.03B. The largest seller was Wellington Management Group, cutting an estimated $1.54B.
- 1,815 institutional investors held Merck (MRK) as of Q3 2016, up from 1,762 in Q2 2016.
- Funds reported $127B of Merck stock for Q3 2016, up 7.3% quarter-over-quarter.
- 118 funds opened new Merck positions in Q3 2016 and 49 closed out, a net change of +69 holders.
- The largest Merck buyer in Q3 2016 was T. Rowe Price Associates, an estimated $1.03B added.
- The largest Merck seller in Q3 2016 was Wellington Management Group, an estimated $1.54B sold.
Based on aggregated 13F filings for Q3 2016.