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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
Luther King Capital Management (LKCM)
126
Luther King Capital Management (LKCM)
Texas
$150M +$1.87M +24,870 +1%
UIM
127
USS Investment Management
United Kingdom
$148M -$16.8M -223,420 -10%
AP
128
Antipodes Partners
Australia
$146M +$2.94M +39,093 +2%
Barclays
129
Barclays
United Kingdom
$145M -$49.8M -660,897 -25%
DZ Bank
130
DZ Bank
Germany
$145M -$292M -3,878,697 -66%
HighTower Advisors
131
HighTower Advisors
Illinois
$144M +$8.44M +112,088 +6%
SC
132
SRB Corp
Massachusetts
$143M -$21.1K -280 -0%
Mackenzie Financial
133
Mackenzie Financial
Ontario, Canada
$143M -$643K -8,547 -0.4%
AL
134
AJO LP
Pennsylvania
$141M -$22M -292,192 -13%
SP
135
Sarasin & Partners
United Kingdom
$140M +$118M +1,561,226 +458%
Toronto Dominion Bank
136
Toronto Dominion Bank
Ontario, Canada
$140M +$1.04M +13,801 +0.5%
State of New Jersey Common Pension Fund D
137
State of New Jersey Common Pension Fund D
New Jersey
$135M -$9.96M -132,335 -7%
PI
138
PGGM Investments
Netherlands
$135M +$232K +3,078 +0.2%
MAMU
139
Marathon Asset Management (UK)
United Kingdom
$131M -$17.6M -233,365 -12%
SCCM
140
Schafer Cullen Capital Management
New York
$130M -$8.77M -116,540 -6%
Brown Advisory
141
Brown Advisory
Maryland
$130M +$1.56M +20,660 +1%
PAM
142
Panagora Asset Management
Massachusetts
$129M -$11.7M -155,081 -8%
Acadian Asset Management
143
Acadian Asset Management
Massachusetts
$128M +$67.6M +898,276 +107%
Asset Management One
144
Asset Management One
Japan
$127M +$2.73M +36,286 +2%
Lazard Asset Management
145
Lazard Asset Management
New York
$125M -$1.87M -24,805 -1%
RFC
146
Regions Financial Corp
Alabama
$120M +$1.71M +22,689 +1%
BGC
147
Beutel, Goodman & Co
Ontario, Canada
$120M +$69.5M +923,166 +131%
JMPWA
148
JP Morgan Private Wealth Advisors
California
$118M +$9.12M +121,098 +8%
CB
149
Commerce Bank
Missouri
$117M +$1.82M +24,225 +2%
SSM
150
Sound Shore Management
Connecticut
$115M -$14.5M -193,131 -11%

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.