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2,952 hedge funds and large institutions have $151B invested in Merck in 2022 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 1,422 increasing their positions, 1,008 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 104

74% more funds holding in top 10

Funds holding in top 10: 62108 (+46)

43% more call options, than puts

Call options by funds: $2.45B | Put options by funds: $1.72B

41% more repeat investments, than reductions

Existing positions increased: 1,422 | Existing positions reduced: 1,008

7% more capital invested

Capital invested by funds: $142B → $151B (+$9.34B)

2% more funds holding

Funds holding: 2,9022,952 (+50)

0.16% less ownership

Funds ownership: 73.46%73.3% (-0.16%)

Holders
2,952
Holders Change
+50
Holders Change %
+1.72%
% of All Funds
46.56%
Holding in Top 10
108
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+74.19%
% of All Funds
1.7%
New
187
Increased
1,422
Reduced
1,008
Closed
104
Calls
$2.45B
Puts
$1.72B
Net Calls
+$734M
Net Calls Change
-$467M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$17.7B +$386M +4,893,526 +2%
BlackRock
2
BlackRock
New York
$16.7B +$465M +5,898,263 +3%
State Street
3
State Street
Massachusetts
$9.79B -$27.3M -346,283 -0.3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.75B -$329M -4,172,404 -8%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.63B -$295M -3,745,670 -8%
Bank of America
6
Bank of America
North Carolina
$2.99B +$79.8M +1,011,618 +3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$2.69B +$144M +1,822,084 +6%
Charles Schwab
8
Charles Schwab
California
$2.47B +$84.9M +1,077,042 +4%
Northern Trust
9
Northern Trust
Illinois
$2.44B -$21.8M -276,664 -0.9%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$2.37B -$10.8M -137,430 -0.5%
Morgan Stanley
11
Morgan Stanley
New York
$2.09B -$310M -3,932,782 -13%
Norges Bank
12
Norges Bank
Norway
$1.9B -$49M -622,089 -3%
Deutsche Bank
13
Deutsche Bank
Germany
$1.9B +$121M +1,539,377 +7%
Legal & General Group
14
Legal & General Group
United Kingdom
$1.67B +$94M +1,192,643 +6%
Invesco
15
Invesco
Georgia
$1.64B -$12.1M -153,985 -0.8%
Wells Fargo
16
Wells Fargo
California
$1.64B +$107M +1,354,007 +7%
JP Morgan Chase
17
JP Morgan Chase
New York
$1.56B +$69.5M +881,291 +5%
Franklin Resources
18
Franklin Resources
California
$1.49B -$1.25B -15,845,328 -47%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.4B +$23.9M +302,510 +2%
Ameriprise
20
Ameriprise
Minnesota
$1.36B +$69.1M +876,457 +6%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$1.22B -$188M -2,389,330 -14%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$1.19B +$36.5M +463,078 +3%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$1.18B -$29.6M -374,964 -3%
State Farm Mutual Automobile Insurance
24
State Farm Mutual Automobile Insurance
Illinois
$1.17B
LSV Asset Management
25
LSV Asset Management
Illinois
$1.12B -$42.9M -544,276 -4%

MRK Hedge Fund Activity: Q1 2022 in Review

2,952 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q1 2022, worth a combined $151B — up 6.6% from $142B a quarter earlier.

Buyers outnumbered sellers: 187 funds opened new MRK positions and 104 closed out — a net gain of 83 holders — while 1,422 added to existing stakes and 1,008 trimmed.

The largest buyer was Marshall Wace, adding an estimated $532M. The largest seller was Franklin Resources, cutting an estimated $1.25B.

  • 2,952 institutional investors held Merck (MRK) as of Q1 2022, up from 2,902 in Q4 2021.
  • Funds reported $151B of Merck stock for Q1 2022, up 6.6% quarter-over-quarter.
  • 187 funds opened new Merck positions in Q1 2022 and 104 closed out, a net change of +83 holders.
  • The largest Merck buyer in Q1 2022 was Marshall Wace, an estimated $532M added.
  • The largest Merck seller in Q1 2022 was Franklin Resources, an estimated $1.25B sold.

Based on aggregated 13F filings for Q1 2022.