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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$16.5B -$332M -4,412,903 -2%
BlackRock
2
BlackRock
New York
$15.3B +$95.7M +1,271,187 +0.6%
State Street
3
State Street
Massachusetts
$9.26B +$114M +1,517,267 +1%
Bank of America
4
Bank of America
North Carolina
$3.27B -$294M -3,902,312 -8%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.27B -$436M -5,797,547 -12%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.1B +$16.8M +223,396 +0.5%
Capital International Investors
7
Capital International Investors
California
$2.79B +$645M +8,569,354 +29%
Northern Trust
8
Northern Trust
Illinois
$2.61B +$67.9M +901,474 +3%
Capital World Investors
9
Capital World Investors
California
$2.59B -$374M -4,972,676 -12%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$2.44B +$180M +2,397,419 +8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.44B -$257M -3,412,457 -9%
Norges Bank
12
Norges Bank
Norway
$2.18B +$72.1M +957,291 +3%
JP Morgan Chase
13
JP Morgan Chase
New York
$2.11B -$288M -3,826,829 -12%
Franklin Resources
14
Franklin Resources
California
$1.83B +$411M +5,456,236 +29%
Wells Fargo
15
Wells Fargo
California
$1.82B +$44.2M +587,684 +2%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$1.82B +$534M +7,096,803 +40%
Deutsche Bank
17
Deutsche Bank
Germany
$1.78B +$5.95M +79,069 +0.3%
Ameriprise
18
Ameriprise
Minnesota
$1.71B +$16.2M +214,862 +0.9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.51B +$206M +2,739,217 +16%
Morgan Stanley
20
Morgan Stanley
New York
$1.45B +$60.1M +798,661 +4%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$1.4B +$686M +9,117,484 +90%
Legal & General Group
22
Legal & General Group
United Kingdom
$1.33B +$25M +331,901 +2%
N
23
Nuveen
North Carolina
$1.33B -$376M -4,990,478 -22%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$1.27B +$172M +2,285,487 +15%
Invesco
25
Invesco
Georgia
$1.27B -$90.3M -1,199,056 -7%

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.