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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
ZIG
2501
Zurich Insurance Group
Switzerland
-$61.4M -835,958 Closed
AIM
2502
Alphinity Investment Management
Australia
-$44.8M -610,577 Closed
APM
2503
Avidity Partners Management
Texas
-$37.9M -515,616 Closed
PIA
2504
Piedmont Investment Advisors
North Carolina
-$37.3M -508,288 Closed
CU
2505
CQS (US)
New York
-$21.5M -292,182 Closed
AWG
2506
Alpha Wave Global
New York
-$18.5M -251,885 Closed
AJ
2507
Ashburton (Jersey)
Jersey
-$16.4M -223,470 Closed
QIM
2508
Quantitative Investment Management
Virginia
-$13.2M -180,123 Closed
DKCM
2509
Davidson Kempner Capital Management
New York
-$12M -163,069 Closed
BIM
2510
Bogle Investment Management
Massachusetts
-$9.98M -135,924 Closed
TA
2511
Tamarack Advisers
California
-$6.92M -94,320 Closed
IBT
2512
International Biotechnology Trust
United Kingdom
-$6.4M -87,194 Closed
CGM
2513
Capital Growth Management
Massachusetts
-$5.39M -73,360 Closed
AIM
2514
Aigen Investment Management
New York
-$5.25M -71,472 Closed
PWAG
2515
Polaris Wealth Advisory Group
California
-$4.5M -61,291 Closed
IWA
2516
IBEX Wealth Advisors
New Jersey
-$3.87M -52,684 Closed
BA
2517
Bridgewater Associates
Connecticut
-$3.64M -49,575 Closed
BAC
2518
Boys Arnold & Co
North Carolina
-$3.4M -46,242 Closed
TI
2519
Trexquant Investment
Connecticut
-$2.36M -32,114 Closed
FC
2520
FORA Capital
Florida
-$2.25M -30,608 Closed
CIM
2521
CenturyLink Investment Management
Colorado
-$2.23M -30,302 Closed
AIS
2522
Accurate Investment Solutions
Pennsylvania
-$2.07M -28,163 Closed
Pzena Investment Management
2523
Pzena Investment Management
New York
-$1.97M -26,827 Closed
OAMG
2524
Odey Asset Management Group
United Kingdom
-$1.92M -26,200 Closed
MLM
2525
Mount Lucas Management
Pennsylvania
-$1.84M -25,117 Closed

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.