Merck
MRK
3,440 hedge funds and large institutions have $212B invested in Merck in 2023 Q4 according to their latest regulatory filings, with 381 funds opening new positions, 1,249 increasing their positions, 1,485 reducing their positions, and 107 closing their positions.
256% more first-time investments, than exits
New positions opened: 381 | Existing positions closed: 107
7% more funds holding
Funds holding: 3,216 → 3,440 (+224)
7% more capital invested
Capital invested by funds: $199B → $212B (+$13.7B)
1.14% more ownership
Funds ownership: 75.65% → 76.78% (+1.1%)
10% more call options, than puts
Call options by funds: $1.92B | Put options by funds: $1.75B
5% less funds holding in top 10
Funds holding in top 10: 186 → 177 (-9)
16% less repeat investments, than reductions
Existing positions increased: 1,249 | Existing positions reduced: 1,485
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$599M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$491M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$483M |
| 4 |
Two Sigma Advisers
New York
|
+$367M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$327M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$432M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$406M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$343M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$291M |
| 5 |
Amundi
Paris,
France
|
-$225M |
MRK Hedge Fund Activity: Q4 2023 in Review
3,440 of the 6,870 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q4 2023, worth a combined $212B — up 6.9% from $199B a quarter earlier.
Buyers outnumbered sellers: 381 funds opened new MRK positions and 107 closed out — a net gain of 274 holders — while 1,249 added to existing stakes and 1,485 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $599M. The largest seller was Bank of New York Mellon, cutting an estimated $432M.
- 3,440 institutional investors held Merck (MRK) as of Q4 2023, up from 3,216 in Q3 2023.
- Funds reported $212B of Merck stock for Q4 2023, up 6.9% quarter-over-quarter.
- 381 funds opened new Merck positions in Q4 2023 and 107 closed out, a net change of +274 holders.
- The largest Merck buyer in Q4 2023 was Neuberger Berman Group, an estimated $599M added.
- The largest Merck seller in Q4 2023 was Bank of New York Mellon, an estimated $432M sold.
Based on aggregated 13F filings for Q4 2023.