Merck
MRK
3,258 hedge funds and large institutions have $224B invested in Merck in 2023 Q2 according to their latest regulatory filings, with 187 funds opening new positions, 1,230 increasing their positions, 1,462 reducing their positions, and 88 closing their positions.
113% more first-time investments, than exits
New positions opened: 187 | Existing positions closed: 88
14% more call options, than puts
Call options by funds: $2.02B | Put options by funds: $1.78B
9% more capital invested
Capital invested by funds: $206B → $224B (+$17.6B)
2% more funds holding
Funds holding: 3,182 → 3,258 (+76)
0.02% more ownership
Funds ownership: 76.14% → 76.16% (+0.02%)
0% more funds holding in top 10
Funds holding in top 10: 261 → 261 (0)
16% less repeat investments, than reductions
Existing positions increased: 1,230 | Existing positions reduced: 1,462
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$986M |
| 2 |
Barclays
London,
United Kingdom
|
+$533M |
| 3 |
JP Morgan Chase
New York
|
+$494M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$479M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$367M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$637M |
| 2 |
BlackRock
New York
|
-$392M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$303M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$282M |
| 5 |
Bank of New York Mellon
New York
|
-$276M |
MRK Hedge Fund Activity: Q2 2023 in Review
3,258 of the 6,384 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q2 2023, worth a combined $224B — up 8.6% from $206B a quarter earlier.
Buyers outnumbered sellers: 187 funds opened new MRK positions and 88 closed out — a net gain of 99 holders — while 1,230 added to existing stakes and 1,462 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $986M. The largest seller was Envestnet Asset Management, cutting an estimated $637M.
- 3,258 institutional investors held Merck (MRK) as of Q2 2023, up from 3,182 in Q1 2023.
- Funds reported $224B of Merck stock for Q2 2023, up 8.6% quarter-over-quarter.
- 187 funds opened new Merck positions in Q2 2023 and 88 closed out, a net change of +99 holders.
- The largest Merck buyer in Q2 2023 was Wellington Management Group, an estimated $986M added.
- The largest Merck seller in Q2 2023 was Envestnet Asset Management, an estimated $637M sold.
Based on aggregated 13F filings for Q2 2023.