Merck
MRK
1,470 hedge funds and large institutions have $103B invested in Merck in 2013 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 567 increasing their positions, 618 reducing their positions, and 53 closing their positions.
47% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 53
36% more call options, than puts
Call options by funds: $1.25B | Put options by funds: $918M
1.32% more ownership
Funds ownership: 76.5% → 77.82% (+1.3%)
1% more capital invested
Capital invested by funds: $102B → $103B (+$1.08B)
1% more funds holding
Funds holding: 1,459 → 1,470 (+11)
8% less repeat investments, than reductions
Existing positions increased: 567 | Existing positions reduced: 618
3% less funds holding in top 10
Funds holding in top 10: 120 → 117 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$192M |
| 2 |
Goldman Sachs
New York
|
+$190M |
| 3 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$132M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$131M |
| 5 |
O
OppenheimerFunds
New York
|
+$120M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$612M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$234M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$214M |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
-$166M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$152M |
MRK Hedge Fund Activity: Q3 2013 in Review
1,470 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q3 2013, worth a combined $103B — up 1.1% from $102B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new MRK positions and 53 closed out — a net gain of 25 holders — while 567 added to existing stakes and 618 trimmed.
The largest buyer was Eagle Asset Management, adding an estimated $192M. The largest seller was Fidelity Investments, cutting an estimated $612M.
- 1,470 institutional investors held Merck (MRK) as of Q3 2013, up from 1,459 in Q2 2013.
- Funds reported $103B of Merck stock for Q3 2013, up 1.1% quarter-over-quarter.
- 78 funds opened new Merck positions in Q3 2013 and 53 closed out, a net change of +25 holders.
- The largest Merck buyer in Q3 2013 was Eagle Asset Management, an estimated $192M added.
- The largest Merck seller in Q3 2013 was Fidelity Investments, an estimated $612M sold.
Based on aggregated 13F filings for Q3 2013.