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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
BEAM
1926
Baker Ellis Asset Management
Washington
$1.13M – – –
PBO
1927
Peoples Bank (Ohio)
Ohio
$1.13M +$72K +667 +7%
CCP
1928
Clarkston Capital Partners
Michigan
$1.13M – – –
DLHL
1929
Donald L. Hagan LLC
Florida
$1.13M -$440K -4,075 -28%
TBNY
1930
Trustco Bank (New York)
New York
$1.13M – – –
IW
1931
Imprint Wealth
South Carolina
$1.13M +$1.13M +10,426 New
RRA
1932
Round Rock Advisors
Connecticut
$1.12M -$213K -1,969 -16%
RAM
1933
Redmond Asset Management
Virginia
$1.12M -$167K -1,551 -13%
GCMG
1934
Gyroscope Capital Management Group
Florida
$1.12M +$466K +4,319 +69%
WB
1935
West Bancorporation
Iowa
$1.12M -$65K -602 -5%
CBA
1936
Coastal Bridge Advisors
Connecticut
$1.12M +$2.05K +19 +0.2%
TG
1937
TCW Group
California
$1.12M – – –
FWC
1938
First Washington Corp
Washington
$1.12M – – –
ONST
1939
Old North State Trust
North Carolina
$1.11M -$665K -6,155 -37%
VWM
1940
Vigilare Wealth Management
Arizona
$1.11M -$161K -1,491 -12%
ACM
1941
Argent Capital Management
Missouri
$1.11M – – –
SRC
1942
Sage Rhino Capital
California
$1.11M -$13.3K -123 -1%
PWA
1943
Providence Wealth Advisors
Illinois
$1.11M +$10.4K +96 +1%
AFAS
1944
Acorn Financial Advisory Services
Virginia
$1.1M +$37.2K +345 +3%
TCM
1945
Traynor Capital Management
Pennsylvania
$1.1M +$11.2K +104 +1%
TPWM
1946
Twelve Points Wealth Management
Massachusetts
$1.1M -$67K -621 -6%
GIP
1947
Granite Investment Partners
California
$1.1M – – –
RPWA
1948
Regent Peak Wealth Advisors
Georgia
$1.1M +$17.2K +159 +2%
MWPCG
1949
Measured Wealth Private Client Group
New Hampshire
$1.09M +$1.94K +18 +0.2%
CFO
1950
CVA Family Office
Colorado
$1.09M -$5.61K -52 -0.5%
76 77
78
79 80

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.