Merck
MRK
3,536 hedge funds and large institutions have $256B invested in Merck in 2024 Q1 according to their latest regulatory filings, with 257 funds opening new positions, 1,410 increasing their positions, 1,491 reducing their positions, and 111 closing their positions.
132% more first-time investments, than exits
New positions opened: 257 | Existing positions closed: 111
37% more funds holding in top 10
Funds holding in top 10: 177 → 242 (+65)
31% more call options, than puts
Call options by funds: $2.99B | Put options by funds: $2.28B
19% more capital invested
Capital invested by funds: $216B → $256B (+$40.3B)
3% more funds holding
Funds holding: 3,436 → 3,536 (+100)
5% less repeat investments, than reductions
Existing positions increased: 1,410 | Existing positions reduced: 1,491
1.37% less ownership
Funds ownership: 78.12% → 76.75% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.16B |
| 2 |
Franklin Resources
San Mateo,
California
|
+$934M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$723M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$694M |
| 5 |
BlackRock
New York
|
+$638M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.78B |
| 2 |
Charles Schwab
San Francisco,
California
|
-$2.35B |
| 3 |
Swedbank
Stockholm,
Sweden
|
-$591M |
| 4 |
Two Sigma Advisers
New York
|
-$325M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$275M |
MRK Hedge Fund Activity: Q1 2024 in Review
3,536 of the 6,944 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q1 2024, worth a combined $256B — up 19% from $216B a quarter earlier.
Buyers outnumbered sellers: 257 funds opened new MRK positions and 111 closed out — a net gain of 146 holders — while 1,410 added to existing stakes and 1,491 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $1.16B. The largest seller was Morgan Stanley, cutting an estimated $4.78B.
- 3,536 institutional investors held Merck (MRK) as of Q1 2024, up from 3,436 in Q4 2023.
- Funds reported $256B of Merck stock for Q1 2024, up 19% quarter-over-quarter.
- 257 funds opened new Merck positions in Q1 2024 and 111 closed out, a net change of +146 holders.
- The largest Merck buyer in Q1 2024 was Fidelity Investments, an estimated $1.16B added.
- The largest Merck seller in Q1 2024 was Morgan Stanley, an estimated $4.78B sold.
Based on aggregated 13F filings for Q1 2024.