We are live on ! Find out more

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
LAM
2551
L2 Asset Management
Massachusetts
-$446K -6,079 Closed
SIM
2552
Sterling Investment Management
Arizona
-$441K -6,010 Closed
SFG
2553
Sather Financial Group
Texas
-$427K -5,825 Closed
BA
2554
Birinyi Associates
Connecticut
-$392K -5,345 Closed
LI
2555
Leap Investments
Illinois
-$392K -5,345 Closed
VC
2556
Veracity Capital
Georgia
-$392K -5,334 Closed
CICI
2557
Capital Investment Counsel Inc
North Carolina
-$386K -5,263 Closed
CG
2558
Cutler Group
California
-$394K -5,240 Closed
PD
2559
Planning Directions
Pennsylvania
-$385K -5,240 Closed
LWM
2560
Lyell Wealth Management
California
-$386K -5,214 Closed
NICM
2561
Neo Ivy Capital Management
New York
-$325K -4,422 Closed
CMBA
2562
C.M. Bidwell & Associates
Hawaii
-$289K -3,940 Closed
RCA
2563
Resonant Capital Advisors
Wisconsin
-$285K -3,887 Closed
PFA
2564
Pathway Financial Advisors
Vermont
-$259K -3,563 Closed
CAM
2565
Crestone Asset Management
Colorado
-$246K -3,345 Closed
AIS
2566
American Investment Services
Massachusetts
-$241K -3,288 Closed
GQG Partners
2567
GQG Partners
Florida
-$237K -3,224 Closed
KLI
2568
Kelman-Lazarov Inc
Tennessee
-$235K -3,203 Closed
ACA
2569
Anchor Capital Advisors
Massachusetts
-$223K -3,037 Closed
CG
2570
Corundum Group
Colorado
-$216K -2,940 Closed
FP
2571
Factorial Partners
New York
-$215K -2,934 Closed
ATFA
2572
All Terrain Financial Advisors
Minnesota
-$213K -2,895 Closed
FP
2573
Fiduciary Planning
Florida
-$213K -2,895 Closed
ACP
2574
Aveo Capital Partners
Colorado
-$210K -2,862 Closed
B
2575
Bridgeworth
Alabama
-$207K -2,818 Closed

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.