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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
AC
251
Alley Company
Illinois
$44.1M +$11.7M +154,829 +35%
OPERF
252
Oregon Public Employees Retirement Fund
Oregon
$44.1M +$635K +8,441 +1%
ProShare Advisors
253
ProShare Advisors
Maryland
$44M +$7.62M +101,193 +20%
QI
254
QS Investors
New York
$43.4M -$6.51M -86,410 -13%
CCM
255
Cullen Capital Management
New York
$43.1M -$6.96M -92,487 -14%
WorldQuant Millennium Advisors
256
WorldQuant Millennium Advisors
New York
$42.9M -$5.18M -68,811 -11%
GLA
257
Great Lakes Advisors
Illinois
$42.4M -$5.4M -71,766 -11%
SW
258
SVB Wealth
Massachusetts
$42.1M +$1.19M +15,750 +3%
DnB Asset Management
259
DnB Asset Management
Norway
$41.8M +$6.34M +84,255 +17%
Jacobs Levy Equity Management
260
Jacobs Levy Equity Management
New Jersey
$41.7M -$13.7M -182,357 -24%
TAM
261
Trillium Asset Management
Massachusetts
$41.3M +$359K +4,775 +0.9%
CIBC Private Wealth Group
262
CIBC Private Wealth Group
Georgia
$40.7M -$97.7M -1,297,823 -70%
ASC
263
Atalanta Sosnoff Capital
New York
$40.7M -$1.14M -15,170 -3%
CT
264
Cambridge Trust
Massachusetts
$40.6M +$117K +1,558 +0.3%
RG
265
Redmile Group
California
$40.5M -$20.8M -276,882 -34%
ZCM
266
Ziegler Capital Management
Illinois
$39.8M -$4.27M -56,680 -10%
CFB
267
Cullen/Frost Bankers
Texas
$39.5M +$5.4M +71,723 +15%
William Blair & Company
268
William Blair & Company
Illinois
$39.4M +$1.57M +20,888 +4%
EOJOAM
269
E. Ohman J:or Asset Management
Sweden
$38.8M +$7.34M +97,453 +23%
BPC
270
Banque Pictet & Cie
Switzerland
$38.3M +$1.98M +26,301 +5%
MLICM
271
Metropolitan Life Insurance Company (MetLife)
New York
$37.6M -$464K -6,166 -1%
EDRH
272
Edmond de Rothschild Holding
Switzerland
$37.6M -$133K -1,768 -0.3%
X
273
Xponance
Pennsylvania
$37.5M +$38.3M +508,472 New
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$37.4M +$8.07M +107,247 +27%
URS
275
Utah Retirement Systems
Utah
$37.3M -$339K -4,506 -0.9%

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.