Merck
MRK
3,256 hedge funds and large institutions have $224B invested in Merck in 2023 Q2 according to their latest regulatory filings, with 187 funds opening new positions, 1,229 increasing their positions, 1,461 reducing their positions, and 88 closing their positions.
113% more first-time investments, than exits
New positions opened: 187 | Existing positions closed: 88
14% more call options, than puts
Call options by funds: $2.02B | Put options by funds: $1.78B
8% more capital invested
Capital invested by funds: $207B → $224B (+$17B)
2% more funds holding
Funds holding: 3,180 → 3,256 (+76)
0% less funds holding in top 10
Funds holding in top 10: 262 → 261 (-1)
2.28% less ownership
Funds ownership: 78.57% → 76.3% (-2.3%)
16% less repeat investments, than reductions
Existing positions increased: 1,229 | Existing positions reduced: 1,461
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$986M |
| 2 |
Barclays
London,
United Kingdom
|
+$533M |
| 3 |
JP Morgan Chase
New York
|
+$494M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$479M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$367M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIAM
OFI Invest Asset Management
Paris,
France
|
-$6.52B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$637M |
| 3 |
SP
Sarasin & Partners
London,
United Kingdom
|
-$463M |
| 4 |
BlackRock
New York
|
-$392M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$303M |
MRK Hedge Fund Activity: Q2 2023 in Review
3,256 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q2 2023, worth a combined $224B — up 8.2% from $207B a quarter earlier.
Buyers outnumbered sellers: 187 funds opened new MRK positions and 88 closed out — a net gain of 99 holders — while 1,229 added to existing stakes and 1,461 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $986M. The largest seller was OFI Invest Asset Management, cutting an estimated $6.52B.
- 3,256 institutional investors held Merck (MRK) as of Q2 2023, up from 3,180 in Q1 2023.
- Funds reported $224B of Merck stock for Q2 2023, up 8.2% quarter-over-quarter.
- 187 funds opened new Merck positions in Q2 2023 and 88 closed out, a net change of +99 holders.
- The largest Merck buyer in Q2 2023 was Wellington Management Group, an estimated $986M added.
- The largest Merck seller in Q2 2023 was OFI Invest Asset Management, an estimated $6.52B sold.
Based on aggregated 13F filings for Q2 2023.