We are live on ! Find out more
MRK icon

Merck
MRK

3,180 hedge funds and large institutions have $207B invested in Merck in 2023 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 1,203 increasing their positions, 1,448 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $1.84B | Put options by funds: $1.49B

11% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 148

3.05% more ownership

Funds ownership: 75.53% → 78.57% (+3%)

4% less capital invested

Capital invested by funds: $216B → $207B (-$9.61B)

2% less funds holding

Funds holding: 3,235 → 3,180 (-55)

17% less repeat investments, than reductions

Existing positions increased: 1,203 | Existing positions reduced: 1,448

23% less funds holding in top 10

Funds holding in top 10: 342 → 262 (-80)

Holders
3,180
Holders Change
-55
Holders Change %
-1.7%
% of All Funds
50.67%
Holding in Top 10
262
Holding in Top 10 Change
-80
Holding in Top 10 Change %
-23.39%
% of All Funds
4.17%
New
164
Increased
1,203
Reduced
1,448
Closed
148
Calls
$1.84B
Puts
$1.49B
Net Calls
+$343M
Net Calls Change
+$245M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.81B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$894M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$707M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$568M
5
SP
Sarasin & Partners
United Kingdom
+$445M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$608M
2
Barclays
Barclays
United Kingdom
-$607M
3
JP Morgan Chase
JP Morgan Chase
New York
-$441M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$328M
5
Morgan Stanley
Morgan Stanley
New York
-$303M
Name Holding Trade Value Shares
Change 		Change in
Stake
MHS
1301
M Holdings Securities
Oregon
$2.9M -$4.86K -45 -0.2%
SVCP
1302
Silicon Valley Capital Partners
California
$2.89M +$181K +1,675 +7%
JIP
1303
Jaffetilchin Investment Partners
Florida
$2.89M -$70.9K -657 -2%
TFA
1304
Transamerica Financial Advisors
Florida
$2.89M -$307K -2,844 -9%
HKAM
1305
Horizon Kinetics Asset Management
New York
$2.89M -$874K -8,099 -23%
VNA
1306
Valley National Advisers
Pennsylvania
$2.89M +$157K +1,457 +6%
VAG
1307
VisionPoint Advisory Group
Texas
$2.89M -$2.64M -24,450 -50%
MBTD
1308
Mechanics Bank - Trust Department
California
$2.88M -$164K -1,516 -5%
HIA
1309
Harbor Investment Advisory
Maryland
$2.87M +$100K +928 +4%
LCGC
1310
Legacy Capital Group California
California
$2.87M +$2.91M +26,983 New
OHWP
1311
Oak Harbor Wealth Partners
North Carolina
$2.86M +$11.9K +110 +0.4%
WSC
1312
Wellington Shields & Co
New York
$2.86M +$146K +1,356 +5%
TGAM
1313
TBH Global Asset Management
Tennessee
$2.85M +$210K +1,948 +8%
AWAU
1314
Alliance Wealth Advisors (Utah)
Utah
$2.85M +$94.3K +873 +3%
WWM
1315
Western Wealth Management
Colorado
$2.84M +$4.86K +45 +0.2%
TIM
1316
Tevis Investment Management
Texas
$2.84M +$13.2K +122 +0.5%
ARG
1317
Advisory Resource Group
Oklahoma
$2.84M +$147K +1,364 +5%
MWM
1318
Mission Wealth Management
California
$2.83M +$3.56K +33 +0.1%
CFMC
1319
Curbstone Financial Management Corp
New Hampshire
$2.83M -$108K -1,000 -4%
EFMC
1320
Empire Financial Management Company
New York
$2.82M +$2.87M +26,537 New
IFG
1321
Independent Financial Group
California
$2.82M -$131K -1,216 -4%
RWA
1322
River Wealth Advisors
Pennsylvania
$2.81M +$400K +3,701 +16%
OTPPB
1323
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.79M -$841K -7,787 -23%
NAM
1324
NTV Asset Management
West Virginia
$2.79M -$161K -1,493 -5%
PG
1325
Patten Group
Tennessee
$2.79M +$78.9K +731 +3%
51 52
53
54 55

MRK Hedge Fund Activity: Q1 2023 in Review

3,180 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q1 2023, worth a combined $207B — down 4.4% from $216B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new MRK positions and 148 closed out — a net gain of 16 holders — while 1,203 added to existing stakes and 1,448 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.81B. The largest seller was BlackRock, cutting an estimated $608M.

  • 3,180 institutional investors held Merck (MRK) as of Q1 2023, down from 3,235 in Q4 2022.
  • Funds reported $207B of Merck stock for Q1 2023, down 4.4% quarter-over-quarter.
  • 164 funds opened new Merck positions in Q1 2023 and 148 closed out, a net change of +16 holders.
  • The largest Merck buyer in Q1 2023 was Vanguard Group, an estimated $1.81B added.
  • The largest Merck seller in Q1 2023 was BlackRock, an estimated $608M sold.

Based on aggregated 13F filings for Q1 2023.