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2,496 hedge funds and large institutions have $147B invested in Merck in 2020 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 1,169 increasing their positions, 889 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 97

31% more repeat investments, than reductions

Existing positions increased: 1,169 | Existing positions reduced: 889

20% more call options, than puts

Call options by funds: $1.22B | Put options by funds: $1.01B

1% more funds holding

Funds holding: 2,4782,496 (+18)

0% less capital invested

Capital invested by funds: $147B → $147B (-$245M)

0.22% less ownership

Funds ownership: 79.09%78.87% (-0.22%)

35% less funds holding in top 10

Funds holding in top 10: 243157 (-86)

Holders
2,496
Holders Change
+18
Holders Change %
+0.73%
% of All Funds
51.17%
Holding in Top 10
157
Holding in Top 10 Change
-86
Holding in Top 10 Change %
-35.39%
% of All Funds
3.22%
New
142
Increased
1,169
Reduced
889
Closed
97
Calls
$1.22B
Puts
$1.01B
Net Calls
+$205M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
226
Capital Wealth Planning
Florida
$52.4M -$17.7M -234,727 -25%
ORIO
227
Old Republic International (ORI)
Illinois
$52.3M
MSL
228
Mackay Shields LLC
New York
$52M -$2.33M -31,003 -4%
MIM
229
MetLife Investment Management
New Jersey
$51M +$307K +4,073 +0.6%
SOADOR
230
State of Alaska Department of Revenue
Alaska
$50.8M +$12.3M +163,148 +31%
CAM
231
Cacti Asset Management
Georgia
$50.7M -$7.03M -93,364 -12%
BTW
232
Boston Trust Walden
Massachusetts
$50.4M +$1.78M +23,671 +4%
MMH
233
Menora Mivtachim Holdings
Israel
$50.2M -$70.5M -936,062 -58%
CLOS
234
Compagnie Lombard Odier SCmA
Switzerland
$49.8M +$5.64M +74,984 +12%
CAPTRUST Financial Advisors
235
CAPTRUST Financial Advisors
North Carolina
$49.8M +$4.79M +63,600 +11%
WRF
236
Waddell & Reed Financial
Kansas
$49.3M +$50.3M +668,626 New
GIBU
237
Gulf International Bank (UK)
United Kingdom
$48.5M +$398K +5,281 +0.8%
Neuberger Berman Group
238
Neuberger Berman Group
New York
$48.4M -$2.04M -27,111 -4%
RCM
239
Radnor Capital Management
Pennsylvania
$47.8M -$93.2K -1,238 -0.2%
HTC
240
Haverford Trust Company
Pennsylvania
$47.7M +$3.31M +44,015 +7%
MHI
241
Miller Howard Investments
New York
$47.3M -$6.12M -81,270 -11%
AAP
242
Aristotle Atlantic Partners
Florida
$46.9M
PGFC
243
Peapack-Gladstone Financial Corp
New Jersey
$46.6M +$131K +1,742 +0.3%
NPA
244
Nichols & Pratt Advisers
Massachusetts
$46.3M -$742K -9,853 -2%
PWLP
245
Prio Wealth Limited Partnership
Massachusetts
$46.1M +$3.66M +48,651 +8%
ASRS
246
Arizona State Retirement System
Arizona
$46.1M +$6.36M +84,448 +16%
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$45.6M +$8.15M +108,317 +21%
Natixis Advisors
248
Natixis Advisors
Massachusetts
$45.1M -$19.7M -261,184 -30%
KCM
249
Kornitzer Capital Management
Kansas
$44.5M -$178K -2,368 -0.4%
CI
250
Conning Inc
Connecticut
$44.1M -$1.88M -25,013 -4%

MRK Hedge Fund Activity: Q2 2020 in Review

2,496 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q2 2020, worth a combined $147B — down 0.17% from $147B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new MRK positions and 97 closed out — a net gain of 45 holders — while 1,169 added to existing stakes and 889 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $686M. The largest seller was Loomis, Sayles & Company, cutting an estimated $440M.

  • 2,496 institutional investors held Merck (MRK) as of Q2 2020, up from 2,478 in Q1 2020.
  • Funds reported $147B of Merck stock for Q2 2020, down 0.17% quarter-over-quarter.
  • 142 funds opened new Merck positions in Q2 2020 and 97 closed out, a net change of +45 holders.
  • The largest Merck buyer in Q2 2020 was Nordea Investment Management, an estimated $686M added.
  • The largest Merck seller in Q2 2020 was Loomis, Sayles & Company, an estimated $440M sold.

Based on aggregated 13F filings for Q2 2020.