Analysis of Recent Hedge Fund Activity in Merck & Co Inc
At Holdings Channel, we examined the latest 13F filings for the reporting period ending March 31, 2025. Notably, Merck & Co Inc (Symbol: MRK) was included in the portfolios of 16 hedge funds from this batch. When multiple managers show a similar investment strategy, it’s worth investigating further.
It’s crucial to remember that 13F filings only reflect the long positions of funds and do not capture their short positions. A fund might take a bearish stance, for example, through shorting, while still holding a long position in MRK. This scenario could mislead observers into believing that a fund is bullish if only the long position is disclosed.
With this in mind, analyzing groups of 13F filings can offer valuable insights, especially when comparing different holding periods. Below, we outline the changes in MRK positions among hedge funds for this latest filing period:
| Fund | New Position? | Change In Share Count | Change In Market Value ($ in 1000’s) |
|---|---|---|---|
| Compagnie Lombard Odier SCmA | Existing | –647,936 | –$72,286 |
| Union Bancaire Privee UBP SA | Existing | –192,512 | –$19,174 |
| Ballew Advisors Inc | Existing | –262 | –$60 |
| Liberty Capital Management Inc. | Existing | +277 | –$23 |
| GraniteShares Advisors LLC | Existing | +173 | –$152 |
| Bright Rock Capital Management LLC | Existing | +30,000 | +$1,604 |
| Willis Investment Counsel | Existing | –135 | –$1,838 |
| Legacy Trust | Existing | –32 | –$51 |
| Baker Chad R | Existing | –4,850 | –$635 |
| Thomasville National Bank | Existing | –722 | –$520 |
| Rockland Trust Co. | Existing | +76,223 | +$2,789 |
| Paragon Capital Management Ltd | Existing | +510 | +$4 |
| Verity & Verity LLC | Existing | –1,211 | –$156 |
| Quintet Private Bank Europe S.A. | Existing | +13,382 | –$1,493 |
| RMR Wealth Builders | Existing | –14,234 | –$1,537 |
| Accordant Advisory Group Inc | Existing | UNCH | –$5 |
| Aggregate Change: | –741,329 | –$93,533 | |
Among the funds analyzed, six increased their existing MRK positions from December 31, 2024, to March 31, 2025. In comparison, nine funds decreased their holdings. Notably, Delta Capital Management LLC completely exited its long position in MRK by March 31, 2025.
Expanding our analysis, we aggregated the total MRK share count held among all funds reporting on March 31, 2025. From a total of 877 funds examined, we compared this figure to the holdings on December 31, 2024. The results revealed a reduction of 1,118,717 shares, dropping from 28,753,019 to 27,634,302, which is a decline of approximately 3.89%. The top three funds holding MRK as of March 31, 2025, were significant players in this market segment.
We will continue to monitor the latest 13F filings from hedge funds and provide insights from these data sets. While examining individual filings has its limitations, analyzing the aggregate behavior of groups of funds over time can yield meaningful insights and investment ideas worth further evaluation, like those involving Merck & Co Inc (Symbol: MRK).
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
