Merck
MRK
1,721 hedge funds and large institutions have $121B invested in Merck in 2014 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 670 increasing their positions, 636 reducing their positions, and 61 closing their positions.
195% more first-time investments, than exits
New positions opened: 180 | Existing positions closed: 61
6% more funds holding
Funds holding: 1,617 → 1,721 (+104)
5% more repeat investments, than reductions
Existing positions increased: 670 | Existing positions reduced: 636
0.75% more ownership
Funds ownership: 77.21% → 77.96% (+0.75%)
4% less capital invested
Capital invested by funds: $126B → $121B (-$5.18B)
24% less funds holding in top 10
Funds holding in top 10: 147 → 111 (-36)
37% less call options, than puts
Call options by funds: $808M | Put options by funds: $1.28B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$459M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$432M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$389M |
| 4 |
JP Morgan Chase
New York
|
+$196M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$189M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$862M |
| 2 |
Jennison Associates
New York
|
-$766M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$614M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$537M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$242M |
MRK Hedge Fund Activity: Q4 2014 in Review
1,721 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q4 2014, worth a combined $121B — down 4.1% from $126B a quarter earlier.
Buyers outnumbered sellers: 180 funds opened new MRK positions and 61 closed out — a net gain of 119 holders — while 670 added to existing stakes and 636 trimmed.
The largest buyer was Credit Suisse, opening a new position worth an estimated $459M. The largest seller was Fidelity Investments, cutting an estimated $862M.
- 1,721 institutional investors held Merck (MRK) as of Q4 2014, up from 1,617 in Q3 2014.
- Funds reported $121B of Merck stock for Q4 2014, down 4.1% quarter-over-quarter.
- 180 funds opened new Merck positions in Q4 2014 and 61 closed out, a net change of +119 holders.
- The largest Merck buyer in Q4 2014 was Credit Suisse, an estimated $459M added.
- The largest Merck seller in Q4 2014 was Fidelity Investments, an estimated $862M sold.
Based on aggregated 13F filings for Q4 2014.