Merck
MRK
2,478 hedge funds and large institutions have $147B invested in Merck in 2020 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 1,117 increasing their positions, 969 reducing their positions, and 168 closing their positions.
17% more funds holding in top 10
Funds holding in top 10: 208 → 243 (+35)
15% more repeat investments, than reductions
Existing positions increased: 1,117 | Existing positions reduced: 969
0% more call options, than puts
Call options by funds: $1.28B | Put options by funds: $1.28B
0.2% less ownership
Funds ownership: 79.29% → 79.09% (-0.2%)
2% less funds holding
Funds holding: 2,537 → 2,478 (-59)
16% less capital invested
Capital invested by funds: $175B → $147B (-$28.3B)
17% less first-time investments, than exits
New positions opened: 140 | Existing positions closed: 168
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$552M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$532M |
| 3 |
BlackRock
New York
|
+$458M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$308M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$306M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$1.94B |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$968M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$724M |
| 4 |
JP Morgan Chase
New York
|
-$309M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$291M |
MRK Hedge Fund Activity: Q1 2020 in Review
2,478 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q1 2020, worth a combined $147B — down 16% from $175B a quarter earlier.
Sellers outnumbered buyers: 168 funds closed out of MRK and 140 opened new positions — a net loss of 28 holders — while 969 trimmed existing stakes and 1,117 added.
The largest buyer was Massachusetts Financial Services, adding an estimated $552M. The largest seller was Capital World Investors, cutting an estimated $1.94B.
- 2,478 institutional investors held Merck (MRK) as of Q1 2020, down from 2,537 in Q4 2019.
- Funds reported $147B of Merck stock for Q1 2020, down 16% quarter-over-quarter.
- 140 funds opened new Merck positions in Q1 2020 and 168 closed out, a net change of -28 holders.
- The largest Merck buyer in Q1 2020 was Massachusetts Financial Services, an estimated $552M added.
- The largest Merck seller in Q1 2020 was Capital World Investors, an estimated $1.94B sold.
Based on aggregated 13F filings for Q1 2020.