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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
CBT
176
Capital Bank & Trust
California
$89.2M +$47.4M +629,582 +109%
BNP Paribas Asset Management
177
BNP Paribas Asset Management
France
$88.7M +$7.32M +97,186 +9%
ACI
178
AMP Capital Investors
Australia
$88.3M -$6.18M -82,115 -6%
Bessemer Group
179
Bessemer Group
New Jersey
$86.3M +$3.35M +44,562 +4%
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$86.2M -$14.7M -195,444 -14%
AIA
181
Avalon Investment & Advisory
Texas
$86M -$7.01M -93,089 -7%
MAM
182
Martingale Asset Management
Massachusetts
$85.9M +$1.18M +15,653 +1%
Treasurer of the State of North Carolina
183
Treasurer of the State of North Carolina
North Carolina
$84.7M -$13.5M -179,564 -14%
UH
184
Unigestion Holding
Switzerland
$84M +$11.9M +158,649 +16%
ZIM
185
Zacks Investment Management
Illinois
$79.6M +$2.78M +36,885 +4%
AIM
186
Achmea Investment Management
Netherlands
$79.2M -$13.4M -177,935 -14%
GIA
187
Gateway Investment Advisers
Ohio
$78.7M -$8.72M -115,883 -10%
LPL Financial
188
LPL Financial
California
$78.2M +$11.3M +149,456 +16%
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$77.4M -$2.84M -37,713 -3%
BNP Paribas Financial Markets
190
BNP Paribas Financial Markets
France
$77.2M -$76.7M -1,019,226 -49%
Teacher Retirement System of Texas
191
Teacher Retirement System of Texas
Texas
$77.1M +$10.9M +145,043 +16%
NIPH
192
NN Investment Partners Holdings
Netherlands
$75.3M -$28.4M -377,299 -27%
TCM
193
Tekla Capital Management
Massachusetts
$75.1M -$4.03M -53,553 -5%
CIC
194
Crawford Investment Counsel
Georgia
$74.5M +$535K +7,110 +0.7%
Royal London Asset Management
195
Royal London Asset Management
United Kingdom
$74.4M -$2.83M -37,622 -4%
BIP
196
Brandes Investment Partners
California
$74.1M -$11.1M -147,456 -13%
KBG
197
Kahn Brothers Group
New York
$71.5M -$8.24M -109,506 -10%
Bank of Nova Scotia
198
Bank of Nova Scotia
Ontario, Canada
$71.3M -$142M -1,891,617 -66%
VRS
199
Virginia Retirement Systems
Virginia
$71M -$14.1M -187,592 -16%
Comerica Bank
200
Comerica Bank
Texas
$70.7M -$155K -2,058 -0.2%

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.