Merck
MRK
1,912 hedge funds and large institutions have $120B invested in Merck in 2016 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 750 increasing their positions, 731 reducing their positions, and 77 closing their positions.
166% more first-time investments, than exits
New positions opened: 205 | Existing positions closed: 77
5% more funds holding
Funds holding: 1,815 → 1,912 (+97)
3% more repeat investments, than reductions
Existing positions increased: 750 | Existing positions reduced: 731
0.65% less ownership
Funds ownership: 74.59% → 73.95% (-0.65%)
7% less capital invested
Capital invested by funds: $129B → $120B (-$8.58B)
15% less call options, than puts
Call options by funds: $1.26B | Put options by funds: $1.47B
32% less funds holding in top 10
Funds holding in top 10: 174 → 119 (-55)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$620M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$291M |
| 3 |
Asset Management One
Tokyo,
Japan
|
+$271M |
| 4 |
JP Morgan Chase
New York
|
+$258M |
| 5 |
State Street
Boston,
Massachusetts
|
+$228M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.63B |
| 2 |
Bank of New York Mellon
New York
|
-$714M |
| 3 |
AIG
American International Group
New York
|
-$486M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$315M |
| 5 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$274M |
MRK Hedge Fund Activity: Q4 2016 in Review
1,912 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q4 2016, worth a combined $120B — down 6.7% from $129B a quarter earlier.
Buyers outnumbered sellers: 205 funds opened new MRK positions and 77 closed out — a net gain of 128 holders — while 750 added to existing stakes and 731 trimmed.
The largest buyer was Capital World Investors, adding an estimated $620M. The largest seller was Wellington Management Group, cutting an estimated $1.63B.
- 1,912 institutional investors held Merck (MRK) as of Q4 2016, up from 1,815 in Q3 2016.
- Funds reported $120B of Merck stock for Q4 2016, down 6.7% quarter-over-quarter.
- 205 funds opened new Merck positions in Q4 2016 and 77 closed out, a net change of +128 holders.
- The largest Merck buyer in Q4 2016 was Capital World Investors, an estimated $620M added.
- The largest Merck seller in Q4 2016 was Wellington Management Group, an estimated $1.63B sold.
Based on aggregated 13F filings for Q4 2016.