Merck
MRK
1,565 hedge funds and large institutions have $109B invested in Merck in 2013 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 581 increasing their positions, 627 reducing their positions, and 70 closing their positions.
167% more first-time investments, than exits
New positions opened: 187 | Existing positions closed: 70
46% more call options, than puts
Call options by funds: $1.39B | Put options by funds: $953M
7% more funds holding
Funds holding: 1,469 → 1,565 (+96)
6% more capital invested
Capital invested by funds: $103B → $109B (+$5.89B)
0.21% more ownership
Funds ownership: 77.81% → 78.01% (+0.21%)
7% less repeat investments, than reductions
Existing positions increased: 581 | Existing positions reduced: 627
3% less funds holding in top 10
Funds holding in top 10: 117 → 113 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$561M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$457M |
| 3 |
Jennison Associates
New York
|
+$443M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$215M |
| 5 |
D.E. Shaw & Co
New York
|
+$201M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$386M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$304M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$295M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$284M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$250M |
MRK Hedge Fund Activity: Q4 2013 in Review
1,565 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q4 2013, worth a combined $109B — up 5.7% from $103B a quarter earlier.
Buyers outnumbered sellers: 187 funds opened new MRK positions and 70 closed out — a net gain of 117 holders — while 581 added to existing stakes and 627 trimmed.
The largest buyer was Capital World Investors, adding an estimated $561M. The largest seller was Fidelity Investments, cutting an estimated $386M.
- 1,565 institutional investors held Merck (MRK) as of Q4 2013, up from 1,469 in Q3 2013.
- Funds reported $109B of Merck stock for Q4 2013, up 5.7% quarter-over-quarter.
- 187 funds opened new Merck positions in Q4 2013 and 70 closed out, a net change of +117 holders.
- The largest Merck buyer in Q4 2013 was Capital World Investors, an estimated $561M added.
- The largest Merck seller in Q4 2013 was Fidelity Investments, an estimated $386M sold.
Based on aggregated 13F filings for Q4 2013.