Merck
MRK
3,436 hedge funds and large institutions have $216B invested in Merck in 2023 Q4 according to their latest regulatory filings, with 379 funds opening new positions, 1,245 increasing their positions, 1,486 reducing their positions, and 107 closing their positions.
254% more first-time investments, than exits
New positions opened: 379 | Existing positions closed: 107
10% more call options, than puts
Call options by funds: $1.92B | Put options by funds: $1.75B
9% more capital invested
Capital invested by funds: $199B → $216B (+$17.4B)
7% more funds holding
Funds holding: 3,214 → 3,436 (+222)
2.47% more ownership
Funds ownership: 75.65% → 78.12% (+2.5%)
5% less funds holding in top 10
Funds holding in top 10: 186 → 177 (-9)
16% less repeat investments, than reductions
Existing positions increased: 1,245 | Existing positions reduced: 1,486
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.32B |
| 2 |
Charles Schwab
San Francisco,
California
|
+$491M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$483M |
| 4 |
Two Sigma Advisers
New York
|
+$367M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$327M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$432M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$406M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$343M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$291M |
| 5 |
Amundi
Paris,
France
|
-$225M |
MRK Hedge Fund Activity: Q4 2023 in Review
3,436 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q4 2023, worth a combined $216B — up 8.8% from $199B a quarter earlier.
Buyers outnumbered sellers: 379 funds opened new MRK positions and 107 closed out — a net gain of 272 holders — while 1,245 added to existing stakes and 1,486 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.32B. The largest seller was Bank of New York Mellon, cutting an estimated $432M.
- 3,436 institutional investors held Merck (MRK) as of Q4 2023, up from 3,214 in Q3 2023.
- Funds reported $216B of Merck stock for Q4 2023, up 8.8% quarter-over-quarter.
- 379 funds opened new Merck positions in Q4 2023 and 107 closed out, a net change of +272 holders.
- The largest Merck buyer in Q4 2023 was Morgan Stanley, an estimated $4.32B added.
- The largest Merck seller in Q4 2023 was Bank of New York Mellon, an estimated $432M sold.
Based on aggregated 13F filings for Q4 2023.