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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
CS
51
Credit Suisse
Switzerland
$526M +$28.4M +376,652 +6%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$506M -$74.7M -992,420 -13%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$487M -$19.7M -262,116 -4%
Capital Research Global Investors
54
Capital Research Global Investors
California
$432M +$533K +7,074 +0.1%
VOYA Investment Management
55
VOYA Investment Management
Georgia
$431M -$24.3M -322,128 -5%
Schroder Investment Management Group
56
Schroder Investment Management Group
United Kingdom
$426M -$53.4M -708,963 -11%
TD Asset Management
57
TD Asset Management
Ontario, Canada
$419M +$74.2M +986,012 +21%
Stifel Financial
58
Stifel Financial
Missouri
$411M +$15.9M +211,207 +4%
Boston Partners
59
Boston Partners
Massachusetts
$410M -$89M -1,182,503 -18%
Two Sigma Advisers
60
Two Sigma Advisers
New York
$400M +$56.6M +751,521 +16%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$400M -$10M -133,386 -2%
EIP
62
Epoch Investment Partners
New York
$399M +$110M +1,457,116 +37%
Allianz Asset Management
63
Allianz Asset Management
Germany
$396M -$35.3M -468,487 -8%
American Century Companies
64
American Century Companies
Missouri
$386M -$43.8M -581,200 -10%
Prudential Financial
65
Prudential Financial
New Jersey
$381M -$31M -411,792 -7%
KBC Group
66
KBC Group
Belgium
$380M +$190M +2,522,143 +96%
Truist Financial
67
Truist Financial
North Carolina
$380M +$10.7M +142,543 +3%
Ensign Peak Advisors
68
Ensign Peak Advisors
Utah
$363M -$39.3M -521,551 -10%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$343M +$22.2M +295,042 +7%
Federated Hermes
70
Federated Hermes
Pennsylvania
$319M +$63.6M +845,384 +24%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$312M +$65.1M +864,629 +26%
Swedbank
72
Swedbank
Sweden
$311M +$60.7M +806,767 +24%
EVM
73
Eaton Vance Management
Massachusetts
$311M -$4.37M -58,049 -1%
Citigroup
74
Citigroup
New York
$307M +$68.5M +909,542 +28%
Korea Investment Corp
75
Korea Investment Corp
South Korea
$299M +$9.31M +123,653 +3%

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.