Merck
MRK
1,762 hedge funds and large institutions have $118B invested in Merck in 2016 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 715 increasing their positions, 708 reducing their positions, and 59 closing their positions.
56% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 59
29% more funds holding in top 10
Funds holding in top 10: 106 → 137 (+31)
9% more capital invested
Capital invested by funds: $108B → $118B (+$9.64B)
1% more repeat investments, than reductions
Existing positions increased: 715 | Existing positions reduced: 708
1% more funds holding
Funds holding: 1,745 → 1,762 (+17)
0.22% more ownership
Funds ownership: 77.31% → 77.53% (+0.22%)
14% less call options, than puts
Call options by funds: $1.02B | Put options by funds: $1.18B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$249M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$204M |
| 3 |
JP Morgan Chase
New York
|
+$194M |
| 4 |
Morgan Stanley
New York
|
+$187M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$181M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$883M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$228M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$136M |
| 4 |
Millennium Management
New York
|
-$117M |
| 5 |
State Street
Boston,
Massachusetts
|
-$97.6M |
MRK Hedge Fund Activity: Q2 2016 in Review
1,762 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q2 2016, worth a combined $118B — up 8.9% from $108B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new MRK positions and 59 closed out — a net gain of 33 holders — while 715 added to existing stakes and 708 trimmed.
The largest buyer was Ameriprise, adding an estimated $249M. The largest seller was Franklin Resources, cutting an estimated $883M.
- 1,762 institutional investors held Merck (MRK) as of Q2 2016, up from 1,745 in Q1 2016.
- Funds reported $118B of Merck stock for Q2 2016, up 8.9% quarter-over-quarter.
- 92 funds opened new Merck positions in Q2 2016 and 59 closed out, a net change of +33 holders.
- The largest Merck buyer in Q2 2016 was Ameriprise, an estimated $249M added.
- The largest Merck seller in Q2 2016 was Franklin Resources, an estimated $883M sold.
Based on aggregated 13F filings for Q2 2016.