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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
Lord, Abbett & Co
101
Lord, Abbett & Co
New Jersey
$185M -$7.08M -94,067 -4%
PAMU
102
Pictet Asset Management (UK)
United Kingdom
$180M +$321K +4,259 +0.2%
AG
103
Aperio Group
California
$179M +$6.73M +89,442 +4%
Aviva
104
Aviva
United Kingdom
$178M +$49.8M +661,748 +38%
M&T Bank
105
M&T Bank
New York
$177M -$2.53M -33,613 -1%
BGIM
106
Brandywine Global Investment Management
Pennsylvania
$176M +$4.12M +54,664 +2%
Adage Capital Partners
107
Adage Capital Partners
Massachusetts
$173M -$46.9M -623,245 -21%
Bank Julius Baer & Co
108
Bank Julius Baer & Co
Switzerland
$170M +$173M +2,303,085 +69,496%
CG
109
Carmignac Gestion
France
$169M +$39.4M +522,885 +30%
MSV
110
MN Services Vermogensbeheer
Netherlands
$168M -$3M -39,824 -2%
AT
111
AMF Tjänstepension
Sweden
$167M -$21.6M -286,745 -11%
First Trust Advisors
112
First Trust Advisors
Illinois
$167M +$31.6M +419,330 +23%
CP
113
Coho Partners
Pennsylvania
$166M +$1.19M +15,836 +0.7%
Axa
114
Axa
France
$166M -$1.46M -19,447 -0.9%
SO
115
STRS Ohio
Ohio
$166M +$40.9M +543,567 +32%
Victory Capital Management
116
Victory Capital Management
Texas
$166M -$332M -4,405,720 -66%
Chevy Chase Trust
117
Chevy Chase Trust
Maryland
$165M -$12.2M -161,672 -7%
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$163M +$4.94M +65,631 +3%
Retirement Systems of Alabama
119
Retirement Systems of Alabama
Alabama
$161M +$15.5M +205,440 +10%
Baird Financial Group
120
Baird Financial Group
Wisconsin
$159M +$9.13M +121,264 +6%
CS
121
Candriam SCA
Luxembourg
$158M +$50.9M +675,881 +46%
Two Sigma Investments
122
Two Sigma Investments
New York
$157M +$17.5M +232,394 +12%
US Bancorp
123
US Bancorp
Minnesota
$156M -$1.13M -15,075 -0.7%
State of Wisconsin Investment Board
124
State of Wisconsin Investment Board
Wisconsin
$155M -$10.7M -141,935 -6%
Los Angeles Capital Management
125
Los Angeles Capital Management
California
$153M -$8.94M -118,749 -5%

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.