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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
PFU
476
Parus Finance (UK)
United Kingdom
$13.4M +$4.12M +54,706 +43%
KLWA
477
Kelly Lawrence W & Associates
California
$13.3M +$5.25M +69,770 +63%
HM
478
HealthCor Management
New York
$13.3M +$13.6M +180,581 New
CAG
479
Crestwood Advisors Group
Massachusetts
$13.3M +$2.23M +29,627 +20%
NMERB
480
New Mexico Educational Retirement Board
New Mexico
$13.2M +$876K +11,633 +7%
Jones Financial Companies
481
Jones Financial Companies
Missouri
$13.2M -$639K -8,486 -5%
WTC
482
WhitTier Trust Company
Nevada
$13.1M +$1.63M +21,674 +14%
BCAM
483
Boston Common Asset Management
Massachusetts
$13.1M +$1.2M +15,880 +10%
CNAM
484
Campbell Newman Asset Management
Wisconsin
$13M +$340K +4,510 +3%
UBV
485
United Bank (Virginia)
Virginia
$12.9M +$816K +10,836 +7%
VI
486
Vestcor Inc
New Brunswick, Canada
$12.9M -$380K -5,047 -3%
AI
487
Atria Investments
North Carolina
$12.9M +$1.79M +23,742 +16%
AB
488
Amalgamated Bank
New York
$12.8M -$20.3M -269,747 -61%
BCM
489
BTR Capital Management
California
$12.8M +$717K +9,524 +6%
Daiwa Securities Group
490
Daiwa Securities Group
Japan
$12.8M
Marshall Wace
491
Marshall Wace
United Kingdom
$12.7M -$12.5M -165,799 -49%
HR
492
Howe & Rusling
New York
$12.6M +$4.75M +63,066 +58%
CIA
493
Capital Investment Advisors
Georgia
$12.6M +$886K +11,775 +7%
RIM
494
Redpoint Investment Management
Australia
$12.4M -$1.2M -15,903 -9%
LG
495
LaFleur & Godfrey
Michigan
$12.4M -$82.7K -1,098 -0.6%
RPAM
496
Rhenman & Partners Asset Management
Sweden
$12.4M -$394K -5,240 -3%
CEI
497
Clark Estates Inc
New York
$12.4M +$8.68M +115,280 +220%
GIM
498
Goelzer Investment Management
Indiana
$12.3M +$7.53K +100 +0.1%
BCWM
499
Bartlett & Co Wealth Management
Ohio
$12.3M -$1.88K -25 -0%
EGA
500
Eagle Global Advisors
Texas
$12.2M -$87.9K -1,167 -0.7%

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.