Merck
MRK
1,725 hedge funds and large institutions have $119B invested in Merck in 2015 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 691 increasing their positions, 690 reducing their positions, and 73 closing their positions.
44% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 73
7% more funds holding in top 10
Funds holding in top 10: 128 → 137 (+9)
1% more funds holding
Funds holding: 1,712 → 1,725 (+13)
0.37% more ownership
Funds ownership: 77.83% → 78.2% (+0.37%)
0% more repeat investments, than reductions
Existing positions increased: 691 | Existing positions reduced: 690
1% less capital invested
Capital invested by funds: $121B → $119B (-$1.46B)
6% less call options, than puts
Call options by funds: $935M | Put options by funds: $990M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sanders Capital
West Palm Beach,
Florida
|
+$527M |
| 2 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
+$463M |
| 3 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
+$350M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$344M |
| 5 |
O
OppenheimerFunds
New York
|
+$241M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$692M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$516M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$403M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$340M |
| 5 |
State Street
Boston,
Massachusetts
|
-$264M |
MRK Hedge Fund Activity: Q2 2015 in Review
1,725 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q2 2015, worth a combined $119B — down 1.2% from $121B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new MRK positions and 73 closed out — a net gain of 32 holders — while 691 added to existing stakes and 690 trimmed.
The largest buyer was Sanders Capital, opening a new position worth an estimated $527M. The largest seller was Capital World Investors, cutting an estimated $692M.
- 1,725 institutional investors held Merck (MRK) as of Q2 2015, up from 1,712 in Q1 2015.
- Funds reported $119B of Merck stock for Q2 2015, down 1.2% quarter-over-quarter.
- 105 funds opened new Merck positions in Q2 2015 and 73 closed out, a net change of +32 holders.
- The largest Merck buyer in Q2 2015 was Sanders Capital, an estimated $527M added.
- The largest Merck seller in Q2 2015 was Capital World Investors, an estimated $692M sold.
Based on aggregated 13F filings for Q2 2015.