Merck
MRK
3,545 hedge funds and large institutions have $257B invested in Merck in 2024 Q1 according to their latest regulatory filings, with 260 funds opening new positions, 1,418 increasing their positions, 1,489 reducing their positions, and 110 closing their positions.
136% more first-time investments, than exits
New positions opened: 260 | Existing positions closed: 110
37% more funds holding in top 10
Funds holding in top 10: 177 → 242 (+65)
31% more call options, than puts
Call options by funds: $2.99B | Put options by funds: $2.28B
21% more capital invested
Capital invested by funds: $212B → $257B (+$44.7B)
3% more funds holding
Funds holding: 3,440 → 3,545 (+105)
0.18% more ownership
Funds ownership: 76.78% → 76.97% (+0.18%)
5% less repeat investments, than reductions
Existing positions increased: 1,418 | Existing positions reduced: 1,489
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.16B |
| 2 |
Franklin Resources
San Mateo,
California
|
+$934M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$723M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$694M |
| 5 |
BlackRock
New York
|
+$638M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$2.35B |
| 2 |
Neuberger Berman Group
New York
|
-$867M |
| 3 |
Two Sigma Advisers
New York
|
-$325M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$275M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$251M |
MRK Hedge Fund Activity: Q1 2024 in Review
3,545 of the 6,959 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q1 2024, worth a combined $257B — up 21% from $212B a quarter earlier.
Buyers outnumbered sellers: 260 funds opened new MRK positions and 110 closed out — a net gain of 150 holders — while 1,418 added to existing stakes and 1,489 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $1.16B. The largest seller was Charles Schwab, cutting an estimated $2.35B.
- 3,545 institutional investors held Merck (MRK) as of Q1 2024, up from 3,440 in Q4 2023.
- Funds reported $257B of Merck stock for Q1 2024, up 21% quarter-over-quarter.
- 260 funds opened new Merck positions in Q1 2024 and 110 closed out, a net change of +150 holders.
- The largest Merck buyer in Q1 2024 was Fidelity Investments, an estimated $1.16B added.
- The largest Merck seller in Q1 2024 was Charles Schwab, an estimated $2.35B sold.
Based on aggregated 13F filings for Q1 2024.