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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
TF
376
TIAA FSB
Florida
$21.7M -$15.9M -210,675 -42%
BAM
377
Berkshire Asset Management
Pennsylvania
$21.6M +$1.06M +14,091 +5%
FDCDDQ
378
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.5M +$4.18M +55,562 +24%
HCMNY
379
Howard Capital Management (New York)
New York
$21.5M +$360K +4,779 +2%
Millennium Management
380
Millennium Management
New York
$21.4M -$110M -1,459,255 -83%
HIMCH
381
Hartford Investment Management Co (HIMCO)
Connecticut
$21.4M -$2.14M -28,447 -9%
OC
382
Oppenheimer & Co
New York
$21.3M -$3.32M -44,095 -13%
RG
383
Renaissance Group
Kentucky
$21.2M -$1.39M -18,453 -6%
SMDAM
384
Sumitomo Mitsui DS Asset Management
Japan
$21.1M +$897K +11,912 +4%
PG
385
Pendal Group
Australia
$21.1M +$2.38M +31,618 +12%
BS
386
Banco Santander
Spain
$21.1M +$112K +1,485 +0.5%
GAM
387
Gotham Asset Management
New York
$20.9M -$2.3M -30,554 -10%
PC
388
Polar Capital
United Kingdom
$20.9M -$33.2M -440,891 -61%
USAA
389
United Services Automobile Association
Texas
$20.3M -$6.46M -85,764 -24%
DCM
390
Dupont Capital Management
Delaware
$20.3M -$3.34M -44,420 -14%
TAF
391
Tredje AP-fonden
Sweden
$20.3M -$1.98M -26,307 -9%
HIMC
392
Heritage Investors Management Corp
Maryland
$20.3M +$522K +6,935 +3%
SG Americas Securities
393
SG Americas Securities
New York
$20.1M +$7.73M +102,743 +60%
CWM
394
CIBC World Markets
New York
$20M -$8.65M -114,922 -30%
Parallax Volatility Advisers
395
Parallax Volatility Advisers
California
$20M -$5.63M -74,849 -22%
SC
396
Scotia Capital
Ontario, Canada
$20M +$2.83M +37,619 +16%
CCMD
397
Cypress Capital Management (Delaware)
Delaware
$20M -$132K -1,750 -0.6%
LWCFA
398
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19.9M +$12.8M +170,434 +172%
VLKIM
399
Van Lanschot Kempen Investment Management
Netherlands
$19.8M +$174K +2,314 +0.9%
PNC
400
Park National Corp
Ohio
$19.7M -$1.58M -21,014 -7%

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.