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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
HCM
2576
Hilton Capital Management
New York
-$205K -2,795 Closed
CCA
2577
Conservest Capital Advisors
Pennsylvania
-$204K -2,781 Closed
CM
2578
Cornerstone Management
Georgia
-$204K -2,776 Closed
BDF
2579
Black Diamond Financial
Maryland
-$204K -2,775 Closed
TA
2580
Trellis Advisors
Washington
-$203K -2,768 Closed
PAA
2581
Peregrine Asset Advisers
Oregon
-$132K -1,803 Closed
AC
2582
AlphaCore Capital
California
-$122K -1,660 Closed
MWM
2583
MBE Wealth Management
Wisconsin
-$120K -1,644 Closed
IR
2584
IAT Reinsurance
New York
-$114K -1,558 Closed
IUHSA
2585
Itau Unibanco Holding S.A.
Brazil
-$105K -1,426 Closed
AA
2586
Advisory Alpha
Michigan
-$92.2K -1,195 Closed
CIM
2587
Contravisory Investment Management
Massachusetts
-$87K -1,183 Closed
CL
2588
CSS LLC
Illinois
-$60K -820 Closed
PCM
2589
Pinz Capital Management
New York
-$55K -755 Closed
SL
2590
Salomon & Ludwin
Virginia
-$41K -559 Closed
WCM
2591
Wealthcare Capital Management
Virginia
-$39K -530 Closed
LSA
2592
Lion Street Advisors
Texas
-$35K -475 Closed
VCS
2593
Vaughan & Co Securities
New Jersey
-$33.1K -451 Closed
ICOM
2594
Investment Counselors of Maryland
Maryland
-$24K -325 Closed
FGAM
2595
Financial Gravity Asset Management
Texas
-$16.3K -282 Closed
PCMK
2596
Paragon Capital Management (Kansas)
Kansas
-$12K -166 Closed
BCMIO
2597
Beacon Capital Management Inc (Ohio)
Ohio
-$3K -39 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.