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3,182 hedge funds and large institutions have $206B invested in Merck in 2023 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 1,204 increasing their positions, 1,449 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $1.84B | Put options by funds: $1.49B

10% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 149

1% more ownership

Funds ownership: 75.15%76.14% (+1%)

3% less capital invested

Capital invested by funds: $211B → $206B (-$5.37B)

2% less funds holding

Funds holding: 3,2393,182 (-57)

17% less repeat investments, than reductions

Existing positions increased: 1,204 | Existing positions reduced: 1,449

24% less funds holding in top 10

Funds holding in top 10: 342261 (-81)

Holders
3,182
Holders Change
-57
Holders Change %
-1.76%
% of All Funds
50.64%
Holding in Top 10
261
Holding in Top 10 Change
-81
Holding in Top 10 Change %
-23.68%
% of All Funds
4.15%
New
164
Increased
1,204
Reduced
1,449
Closed
149
Calls
$1.84B
Puts
$1.49B
Net Calls
+$343M
Net Calls Change
+$209M

MRK Hedge Fund Activity: Q1 2023 in Review

3,182 of the 6,284 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q1 2023, worth a combined $206B — down 2.5% from $211B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new MRK positions and 149 closed out — a net gain of 15 holders — while 1,204 added to existing stakes and 1,449 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.81B. The largest seller was BlackRock, cutting an estimated $608M.

  • 3,182 institutional investors held Merck (MRK) as of Q1 2023, down from 3,239 in Q4 2022.
  • Funds reported $206B of Merck stock for Q1 2023, down 2.5% quarter-over-quarter.
  • 164 funds opened new Merck positions in Q1 2023 and 149 closed out, a net change of +15 holders.
  • The largest Merck buyer in Q1 2023 was Vanguard Group, an estimated $1.81B added.
  • The largest Merck seller in Q1 2023 was BlackRock, an estimated $608M sold.

Based on aggregated 13F filings for Q1 2023.