Merck
MRK
3,238 hedge funds and large institutions have $211B invested in Merck in 2022 Q4 according to their latest regulatory filings, with 394 funds opening new positions, 1,191 increasing their positions, 1,326 reducing their positions, and 93 closing their positions.
324% more first-time investments, than exits
New positions opened: 394 | Existing positions closed: 93
53% more funds holding in top 10
Funds holding in top 10: 224 → 342 (+118)
30% more capital invested
Capital invested by funds: $163B → $211B (+$48.6B)
8% more funds holding
Funds holding: 2,992 → 3,238 (+246)
5% more call options, than puts
Call options by funds: $2.6B | Put options by funds: $2.47B
0.67% more ownership
Funds ownership: 74.48% → 75.15% (+0.67%)
10% less repeat investments, than reductions
Existing positions increased: 1,191 | Existing positions reduced: 1,326
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$2.23B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.13B |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$435M |
| 4 |
Morgan Stanley
New York
|
+$409M |
| 5 |
Barclays
London,
United Kingdom
|
+$400M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$436M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$323M |
| 3 |
Renaissance Technologies
New York
|
-$295M |
| 4 |
N
Natixis
Paris,
France
|
-$227M |
| 5 |
Two Sigma Advisers
New York
|
-$217M |
MRK Hedge Fund Activity: Q4 2022 in Review
3,238 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q4 2022, worth a combined $211B — up 30% from $163B a quarter earlier.
Buyers outnumbered sellers: 394 funds opened new MRK positions and 93 closed out — a net gain of 301 holders — while 1,191 added to existing stakes and 1,326 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $2.23B. The largest seller was Franklin Resources, cutting an estimated $436M.
- 3,238 institutional investors held Merck (MRK) as of Q4 2022, up from 2,992 in Q3 2022.
- Funds reported $211B of Merck stock for Q4 2022, up 30% quarter-over-quarter.
- 394 funds opened new Merck positions in Q4 2022 and 93 closed out, a net change of +301 holders.
- The largest Merck buyer in Q4 2022 was Wellington Management Group, an estimated $2.23B added.
- The largest Merck seller in Q4 2022 was Franklin Resources, an estimated $436M sold.
Based on aggregated 13F filings for Q4 2022.