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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
WBC
326
Westpac Banking Corp
Australia
$28.9M -$1.71M -22,649 -5%
CAM
327
ClariVest Asset Management
California
$28.8M -$11.8M -157,116 -29%
BBHC
328
Brown Brothers Harriman & Co
New York
$28.8M -$5.95K -79 -0%
WT
329
Whittier Trust
California
$28.6M +$4.13M +54,846 +16%
CIP
330
Chartwell Investment Partners
Pennsylvania
$28.4M +$696K +9,242 +2%
MHC
331
Meyer Handelman Company
New York
$28.3M -$174K -2,306 -0.6%
MOACM
332
Mutual of America Capital Management
New York
$28.2M -$4.84M -64,326 -14%
ST
333
Sabal Trust
Florida
$28.1M -$558K -7,416 -2%
MSA
334
Mason Street Advisors
Wisconsin
$27.9M -$229K -3,041 -0.8%
AC
335
Armistice Capital
New York
$27.8M +$4.73M +62,880 +20%
PI
336
PineBridge Investments
New York
$27.3M -$26.3M -349,984 -49%
SPIA
337
Steward Partners Investment Advisory
New York
$27.1M +$1.99M +26,379 +8%
HNB
338
Huntington National Bank
Ohio
$27M -$746K -9,911 -3%
Dodge & Cox
339
Dodge & Cox
California
$26.8M -$13.5M -179,186 -33%
BCIM
340
Black Creek Investment Management
Ontario, Canada
$26.3M -$1.97M -26,200 -7%
TRSOTSOK
341
Teachers Retirement System of the State of Kentucky
Kentucky
$26.3M -$2.09M -27,719 -7%
DILIC
342
Dai-ichi Life Insurance Company
Japan
$26M +$4.67M +62,017 +21%
FMLI
343
Fukoku Mutual Life Insurance
Japan
$25.9M +$734K +9,746 +3%
SGAM
344
Smith Group Asset Management
Texas
$25.9M -$5.65M -75,087 -18%
TU
345
TDAM USA
Ontario, Canada
$25.8M +$7.11M +94,425 +36%
SCM
346
Shapiro Capital Management
Georgia
$25.7M -$47.6M -632,087 -65%
KFC
347
Klingenstein Fields & Co
New York
$25.5M -$69.8K -927 -0.3%
BC
348
Bruce & Co
Illinois
$25.3M
MAM
349
Madison Asset Management
Wisconsin
$25.1M -$386K -5,124 -1%
MCM
350
McKinley Capital Management
Alaska
$24.9M -$3.65M -48,493 -13%

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.