Merck
MRK
2,688 hedge funds and large institutions have $143B invested in Merck in 2021 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 1,268 increasing their positions, 1,009 reducing their positions, and 132 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 1,268 | Existing positions reduced: 1,009
18% more call options, than puts
Call options by funds: $1.48B | Put options by funds: $1.25B
8% more first-time investments, than exits
New positions opened: 143 | Existing positions closed: 132
0.69% less ownership
Funds ownership: 74.14% → 73.46% (-0.69%)
1% less funds holding
Funds holding: 2,710 → 2,688 (-22)
7% less capital invested
Capital invested by funds: $153B → $143B (-$10.1B)
23% less funds holding in top 10
Funds holding in top 10: 111 → 85 (-26)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.3B |
| 2 |
Charles Schwab
San Francisco,
California
|
+$858M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$469M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$182M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
+$178M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$836M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$603M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$465M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$333M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$312M |
MRK Hedge Fund Activity: Q1 2021 in Review
2,688 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q1 2021, worth a combined $143B — down 6.6% from $153B a quarter earlier.
Buyers outnumbered sellers: 143 funds opened new MRK positions and 132 closed out — a net gain of 11 holders — while 1,268 added to existing stakes and 1,009 trimmed.
The largest buyer was Vanguard Group, adding an estimated $1.3B. The largest seller was Berkshire Hathaway, cutting an estimated $836M.
- 2,688 institutional investors held Merck (MRK) as of Q1 2021, down from 2,710 in Q4 2020.
- Funds reported $143B of Merck stock for Q1 2021, down 6.6% quarter-over-quarter.
- 143 funds opened new Merck positions in Q1 2021 and 132 closed out, a net change of +11 holders.
- The largest Merck buyer in Q1 2021 was Vanguard Group, an estimated $1.3B added.
- The largest Merck seller in Q1 2021 was Berkshire Hathaway, an estimated $836M sold.
Based on aggregated 13F filings for Q1 2021.