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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
SIC
426
Salem Investment Counselors
North Carolina
$16.7M -$31.2K -414 -0.2%
WSFS
427
Wilmington Savings Fund Society
Delaware
$16.6M -$181K -2,398 -1%
KWILP
428
Kiwi Wealth Investments Limited Partnership
New Zealand
$16.6M +$797K +10,592 +5%
FNT
429
First National Trust
Pennsylvania
$16.5M +$354K +4,704 +2%
IIM
430
Intact Investment Management
Quebec, Canada
$16.4M +$1.7M +22,532 +11%
TB
431
Terril Brothers
Missouri
$16.2M +$298K +3,962 +2%
BVDMP
432
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$16.2M -$1.58M -20,960 -8%
HI
433
Horizon Investments
North Carolina
$16.1M +$11.6M +154,073 +238%
AIM
434
Avity Investment Management
Connecticut
$16M -$112K -1,486 -0.7%
LWS
435
Lucia Wealth Services
California
$15.9M +$1.61M +21,362 +11%
CK
436
Cohen Klingenstein
New York
$15.8M
GT
437
Glenview Trust
Kentucky
$15.8M +$1.54M +20,499 +11%
ANI
438
American National Insurance
Texas
$15.7M
WIC
439
Wilkins Investment Counsel
Massachusetts
$15.6M +$65.1K +865 +0.4%
SFM
440
Stack Financial Management
Montana
$15.6M +$7.05M +93,591 +80%
GAI
441
General American Investors
New York
$15.5M +$1.18M +15,720 +8%
CC
442
Cannell & Co
New York
$15.5M -$7.42M -98,502 -32%
Mirae Asset Global Investments
443
Mirae Asset Global Investments
South Korea
$15.5M -$31.7M -421,409 -67%
CS
444
Central Securities
New York
$15.5M
NPF
445
Norris Perne & French
Michigan
$15.4M +$600K +7,972 +4%
PAM
446
Private Asset Management
California
$15.4M +$24.5K +325 +0.2%
CCMIC
447
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$15.3M +$1.28M +16,993 +9%
DRZID
448
DePrince Race & Zollo Inc (DRZ)
Florida
$15.2M -$1.38M -18,310 -8%
PP
449
Palladium Partners
Virginia
$15.2M +$1.6M +21,293 +11%
TH
450
TCTC Holdings
Texas
$14.8M -$908K -12,061 -6%

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.