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2,990 hedge funds and large institutions have $163B invested in Merck in 2022 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 1,374 increasing their positions, 1,114 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $2.42B | Put options by funds: $1.79B

23% more repeat investments, than reductions

Existing positions increased: 1,374 | Existing positions reduced: 1,114

16% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 104

0.78% more ownership

Funds ownership: 74.29%75.08% (+0.78%)

1% less funds holding

Funds holding: 3,0142,990 (-24)

4% less capital invested

Capital invested by funds: $171B → $163B (-$7.45B)

6% less funds holding in top 10

Funds holding in top 10: 238224 (-14)

Holders
2,990
Holders Change
-24
Holders Change %
-0.8%
% of All Funds
51.5%
Holding in Top 10
224
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-5.88%
% of All Funds
3.86%
New
121
Increased
1,374
Reduced
1,114
Closed
104
Calls
$2.42B
Puts
$1.79B
Net Calls
+$627M
Net Calls Change
+$85.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
126
Bank Julius Baer & Co
Switzerland
$150M +$7.16M +80,259 +5%
EAM
127
Eagle Asset Management
Florida
$149M +$30.9M +346,694 +25%
Boston Partners
128
Boston Partners
Massachusetts
$148M -$9.1M -101,950 -6%
Retirement Systems of Alabama
129
Retirement Systems of Alabama
Alabama
$148M +$277K +3,101 +0.2%
Mitsubishi UFJ Asset Management
130
Mitsubishi UFJ Asset Management
Japan
$148M +$14.3M +159,632 +10%
LFG
131
Lazard Frères Gestion
France
$147M +$48.9K +548 +0%
RFC
132
Regions Financial Corp
Alabama
$144M -$1.35M -15,115 -0.9%
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$140M -$31.2M -349,460 -18%
Chevy Chase Trust
134
Chevy Chase Trust
Maryland
$139M +$1.74M +19,497 +1%
BGIM
135
Brandywine Global Investment Management
Pennsylvania
$138M -$17.6M -196,775 -11%
SAM
136
Storebrand Asset Management
Norway
$137M +$3.48M +38,952 +3%
TIM
137
Thornburg Investment Management
New Mexico
$137M -$22M -246,820 -13%
Holocene Advisors
138
Holocene Advisors
New York
$137M -$50.2M -561,898 -26%
Lazard Asset Management
139
Lazard Asset Management
New York
$136M +$319K +3,578 +0.2%
Luther King Capital Management (LKCM)
140
Luther King Capital Management (LKCM)
Texas
$135M +$1.8M +20,115 +1%
Commonwealth Equity Services
141
Commonwealth Equity Services
Massachusetts
$134M -$708K -7,927 -0.5%
Ohio Public Employees Retirement System (OPERS)
142
Ohio Public Employees Retirement System (OPERS)
Ohio
$133M -$6.09M -68,236 -4%
VOYA Investment Management
143
VOYA Investment Management
Georgia
$133M +$4.1M +45,937 +3%
RPI
144
Railway Pension Investments
United Kingdom
$132M -$13.9M -155,659 -9%
SEI Investments
145
SEI Investments
Pennsylvania
$130M +$34.2M +382,622 +34%
BNP Paribas Asset Management
146
BNP Paribas Asset Management
France
$130M +$21.5M +241,215 +19%
State of New Jersey Common Pension Fund D
147
State of New Jersey Common Pension Fund D
New Jersey
$128M +$528K +5,918 +0.4%
BA
148
Bridgewater Associates
Connecticut
$126M +$13.1M +147,055 +11%
Asset Management One
149
Asset Management One
Japan
$125M -$1.53M -17,137 -1%
State of Wisconsin Investment Board
150
State of Wisconsin Investment Board
Wisconsin
$124M -$35.3M -395,757 -22%

MRK Hedge Fund Activity: Q3 2022 in Review

2,990 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q3 2022, worth a combined $163B — down 4.4% from $171B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new MRK positions and 104 closed out — a net gain of 17 holders — while 1,374 added to existing stakes and 1,114 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $1.47B. The largest seller was Marshall Wace, cutting an estimated $459M.

  • 2,990 institutional investors held Merck (MRK) as of Q3 2022, down from 3,014 in Q2 2022.
  • Funds reported $163B of Merck stock for Q3 2022, down 4.4% quarter-over-quarter.
  • 121 funds opened new Merck positions in Q3 2022 and 104 closed out, a net change of +17 holders.
  • The largest Merck buyer in Q3 2022 was Janus Henderson Group, an estimated $1.47B added.
  • The largest Merck seller in Q3 2022 was Marshall Wace, an estimated $459M sold.

Based on aggregated 13F filings for Q3 2022.