Merck
MRK
1,712 hedge funds and large institutions have $121B invested in Merck in 2015 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 719 increasing their positions, 658 reducing their positions, and 82 closing their positions.
26% more call options, than puts
Call options by funds: $1.09B | Put options by funds: $866M
16% more funds holding in top 10
Funds holding in top 10: 110 → 128 (+18)
12% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 82
9% more repeat investments, than reductions
Existing positions increased: 719 | Existing positions reduced: 658
1% more capital invested
Capital invested by funds: $121B → $121B (+$687M)
0.13% less ownership
Funds ownership: 77.96% → 77.83% (-0.13%)
1% less funds holding
Funds holding: 1,723 → 1,712 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$840M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$544M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$407M |
| 4 |
D.E. Shaw & Co
New York
|
+$194M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$176M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$485M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$459M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$378M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$327M |
| 5 |
State Street
Boston,
Massachusetts
|
-$241M |
MRK Hedge Fund Activity: Q1 2015 in Review
1,712 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q1 2015, worth a combined $121B — up 0.57% from $121B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new MRK positions and 82 closed out — a net gain of 10 holders — while 719 added to existing stakes and 658 trimmed.
The largest buyer was Boston Partners, opening a new position worth an estimated $840M. The largest seller was Dodge & Cox, cutting an estimated $485M.
- 1,712 institutional investors held Merck (MRK) as of Q1 2015, down from 1,723 in Q4 2014.
- Funds reported $121B of Merck stock for Q1 2015, up 0.57% quarter-over-quarter.
- 92 funds opened new Merck positions in Q1 2015 and 82 closed out, a net change of +10 holders.
- The largest Merck buyer in Q1 2015 was Boston Partners, an estimated $840M added.
- The largest Merck seller in Q1 2015 was Dodge & Cox, an estimated $485M sold.
Based on aggregated 13F filings for Q1 2015.