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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
NC
276
Nicholas Company
Wisconsin
$37M +$3.05M +40,557 +9%
BAMF
277
BI Asset Management Fondsmaeglerselskab
Denmark
$36.7M +$3.94M +52,300 +12%
FCI
278
Financial Counselors Inc
Kansas
$35.8M +$4.14M +54,979 +13%
FT
279
Fiduciary Trust
Massachusetts
$35.4M -$207K -2,749 -0.6%
WFMPM
280
Woodley Farra Manion Portfolio Management
Indiana
$35.4M -$5.62M -74,640 -13%
UB
281
UMB Bank
Missouri
$35.2M -$492K -6,541 -1%
Connor, Clark & Lunn Investment Management (CC&L)
282
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$35.1M -$22.5M -298,728 -39%
PFC
283
Poplar Forest Capital
California
$35.1M -$3.42M -45,398 -9%
GF
284
Gabelli Funds
New York
$35.1M -$15.2M -202,054 -30%
GC
285
Guggenheim Capital
Illinois
$35.1M +$1.02M +13,558 +3%
DLA
286
Douglas Lane & Associates
New York
$34.9M +$160K +2,125 +0.5%
RA
287
Rovida Advisors
Florida
$34.9M +$35.6M +473,172 New
SI
288
Sofinnova Investments
California
$34.9M -$995K -13,222 -3%
AIM
289
Artemis Investment Management
United Kingdom
$34.8M -$49.6M -658,748 -58%
CIBC World Market
290
CIBC World Market
Ontario, Canada
$34.6M -$1.95M -25,894 -5%
GKIM
291
GW&K Investment Management
Massachusetts
$34.5M -$452K -6,004 -1%
Northwestern Mutual Wealth Management
292
Northwestern Mutual Wealth Management
Wisconsin
$34.4M +$1.95M +25,888 +6%
TPSF
293
Texas Permanent School Fund
Texas
$34.4M -$1.44M -19,155 -4%
CIP
294
Cornerstone Investment Partners
Georgia
$34.4M -$5.65M -74,986 -14%
WF
295
Welch & Forbes
Massachusetts
$34.2M -$970K -12,888 -3%
ELI
296
Empire Life Investments
Ontario, Canada
$33.3M +$10.8M +143,414 +47%
ZIC
297
ZWJ Investment Counsel
Georgia
$33.3M +$1.61M +21,373 +5%
ERSOT
298
Employees Retirement System of Texas
Texas
$33.2M +$4.5M +59,736 +15%
WI
299
Wafra Inc
New York
$33.2M +$132K +1,757 +0.4%
HCMT
300
Highland Capital Management (Tennessee)
Tennessee
$33.1M -$4.61M -61,281 -12%

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.