We are live on ! Find out more

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
State Farm Mutual Automobile Insurance
26
State Farm Mutual Automobile Insurance
Illinois
$1.13B
Fidelity Investments
27
Fidelity Investments
Massachusetts
$1B +$3.29M +43,708 +0.3%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$974M +$70.4M +935,706 +8%
UBS AM
29
UBS AM
Illinois
$942M -$149M -1,974,960 -13%
Charles Schwab
30
Charles Schwab
California
$927M -$14.1M -187,321 -1%
AllianceBernstein
31
AllianceBernstein
Tennessee
$898M -$3.62M -48,077 -0.4%
Macquarie Group
32
Macquarie Group
Australia
$896M -$20.2M -268,635 -2%
ClearBridge Investments
33
ClearBridge Investments
New York
$880M -$19.1M -254,108 -2%
UBS Group
34
UBS Group
Switzerland
$836M +$27.8M +369,885 +3%
PPA
35
Parametric Portfolio Associates
Washington
$835M -$1.67M -22,201 -0.2%
Swiss National Bank
36
Swiss National Bank
Switzerland
$833M +$8.62M +114,547 +1%
Goldman Sachs
37
Goldman Sachs
New York
$819M -$274M -3,645,188 -25%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$783M +$20.3M +269,899 +3%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$770M +$34M +450,982 +5%
Fisher Asset Management
40
Fisher Asset Management
Washington
$704M +$15.4M +204,744 +2%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$702M +$192K +2,552 +0%
AAMU
42
Amundi Asset Management US
Massachusetts
$685M +$99.2M +1,317,932 +17%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$669M -$237M -3,144,729 -26%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$668M +$270M +3,585,422 +66%
LSV Asset Management
45
LSV Asset Management
Illinois
$662M +$45.3M +601,395 +7%
AQR Capital Management
46
AQR Capital Management
Connecticut
$574M -$37.4M -497,236 -6%
Principal Financial Group
47
Principal Financial Group
Iowa
$571M +$33.9M +450,315 +6%
PI
48
Putnam Investments
Massachusetts
$568M -$55.7M -740,286 -9%
RJA
49
Raymond James & Associates
Florida
$556M +$35.2M +467,077 +7%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$527M -$109M -1,452,840 -17%

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.