Merck
MRK
3,216 hedge funds and large institutions have $199B invested in Merck in 2023 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 1,296 increasing their positions, 1,408 reducing their positions, and 148 closing their positions.
28% more call options, than puts
Call options by funds: $1.84B | Put options by funds: $1.44B
0% more first-time investments, than exits
New positions opened: 148 | Existing positions closed: 148
0.52% less ownership
Funds ownership: 76.16% → 75.65% (-0.52%)
8% less repeat investments, than reductions
Existing positions increased: 1,296 | Existing positions reduced: 1,408
1% less funds holding
Funds holding: 3,258 → 3,216 (-42)
11% less capital invested
Capital invested by funds: $224B → $199B (-$25B)
29% less funds holding in top 10
Funds holding in top 10: 261 → 186 (-75)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$560M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$521M |
| 3 |
Millennium Management
New York
|
+$364M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$276M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$202M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$868M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$402M |
| 3 |
State Street
Boston,
Massachusetts
|
-$312M |
| 4 |
BlackRock
New York
|
-$293M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$285M |
MRK Hedge Fund Activity: Q3 2023 in Review
3,216 of the 6,311 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q3 2023, worth a combined $199B — down 11% from $224B a quarter earlier.
Fund positioning in MRK was balanced in Q3 2023: 148 funds opened new positions, 148 closed out, 1,296 added to existing stakes and 1,408 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $560M. The largest seller was Massachusetts Financial Services, cutting an estimated $868M.
- 3,216 institutional investors held Merck (MRK) as of Q3 2023, down from 3,258 in Q2 2023.
- Funds reported $199B of Merck stock for Q3 2023, down 11% quarter-over-quarter.
- 148 funds opened new Merck positions in Q3 2023 and 148 closed out, a net change of 0 holders.
- The largest Merck buyer in Q3 2023 was Wellington Management Group, an estimated $560M added.
- The largest Merck seller in Q3 2023 was Massachusetts Financial Services, an estimated $868M sold.
Based on aggregated 13F filings for Q3 2023.