Merck
MRK
1,673 hedge funds and large institutions have $107B invested in Merck in 2015 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 750 increasing their positions, 632 reducing their positions, and 99 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 750 | Existing positions reduced: 632
0.15% less ownership
Funds ownership: 78.2% → 78.05% (-0.15%)
3% less funds holding
Funds holding: 1,725 → 1,673 (-52)
10% less call options, than puts
Call options by funds: $977M | Put options by funds: $1.09B
11% less capital invested
Capital invested by funds: $119B → $107B (-$12.7B)
28% less funds holding in top 10
Funds holding in top 10: 137 → 99 (-38)
35% less first-time investments, than exits
New positions opened: 64 | Existing positions closed: 99
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$625M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$485M |
| 3 |
Bank of New York Mellon
New York
|
+$358M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$232M |
| 5 |
SG Americas Securities
New York
|
+$199M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$837M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$696M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$244M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$214M |
| 5 |
Goldman Sachs
New York
|
-$212M |
MRK Hedge Fund Activity: Q3 2015 in Review
1,673 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q3 2015, worth a combined $107B — down 11% from $119B a quarter earlier.
Sellers outnumbered buyers: 99 funds closed out of MRK and 64 opened new positions — a net loss of 35 holders — while 632 trimmed existing stakes and 750 added.
The largest buyer was Bank of America, adding an estimated $625M. The largest seller was JP Morgan Chase, cutting an estimated $837M.
- 1,673 institutional investors held Merck (MRK) as of Q3 2015, down from 1,725 in Q2 2015.
- Funds reported $107B of Merck stock for Q3 2015, down 11% quarter-over-quarter.
- 64 funds opened new Merck positions in Q3 2015 and 99 closed out, a net change of -35 holders.
- The largest Merck buyer in Q3 2015 was Bank of America, an estimated $625M added.
- The largest Merck seller in Q3 2015 was JP Morgan Chase, an estimated $837M sold.
Based on aggregated 13F filings for Q3 2015.