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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
VEA
2476
Virtus ETF Advisers
New York
$13K
MG
2477
MilWealth Group
Wisconsin
$12.1K
CIAS
2478
CBIZ Investment Advisory Services
Ohio
$12K
DCM
2479
Davis Capital Management
Florida
$12K +$75 +1 +0.6%
BAMG
2480
Brand Asset Management Group
Missouri
$10K
CA
2481
Crewe Advisors
Utah
$10K
HS
2482
Horan Securities
United States
$10K +$1.13K +15 +12%
CTB
2483
Country Trust Bank
Illinois
$9K
WAMC
2484
Western Asset Management Company
California
$9K +$7.38K +98 +490%
FA
2485
Financial Advantage
Maryland
$8K
FCH
2486
Freestone Capital Holdings
Washington
$7.73K -$1.73M -22,996 -18%
NCM
2487
New Capital Management
Texas
$7K -$3.99K -53 -37%
LFASL
2488
Lugano Financial Advisors SA (LFA)
Switzerland
$7K
PP
2489
Pacifica Partners
Canada
$6K -$16.2K -215 -72%
GC
2490
Globeflex Capital
California
$6K
TI
2491
tru Independence
Oregon
$5.11K +$2.55M +33,903 +96%
CMA
2492
Cedar Mountain Advisors
Oregon
$5K
SFA
2493
Semmax Financial Advisors
North Carolina
$5K
LFG
2494
LifePlan Financial Group
Ohio
$4K
UFF
2495
USA Financial Formulas
Michigan
$4K +$602 +8 +18%
LAM
2496
Lountzis Asset Management
Pennsylvania
$4K +$4.52K +60 New
JAM
2497
JCIC Asset Management
Ontario, Canada
$3K
WAS
2498
Winch Advisory Services
Wisconsin
$2K +$602 +8 +31%
JG
2499
Jefferies Group
New York
$1.52K +$92.5K +1,229 +6%
WIM
2500
Westside Investment Management
California
$211 +$75 +1 +0%

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.