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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
MA
301
MUFG Americas
New York
$32.9M +$137K +1,815 +0.4%
QP
302
Quilter Plc
United Kingdom
$32.9M +$4.67M +62,021 +16%
Cambridge Investment Research Advisors
303
Cambridge Investment Research Advisors
Iowa
$32.8M +$1.86M +24,732 +6%
PR
304
Payden & Rygel
California
$32.4M -$11.4M -152,054 -26%
SAM
305
Silvercrest Asset Management
New York
$32.4M +$890K +11,828 +3%
SF
306
Synovus Financial
Georgia
$32.1M -$6.19M -82,258 -16%
BCIM
307
British Columbia Investment Management
British Columbia, Canada
$31.4M +$10.1M +134,363 +46%
WB
308
WesBanco Bank
West Virginia
$31.3M +$367K +4,879 +1%
PA
309
Pinnacle Associates
New York
$31.3M -$834K -11,085 -3%
GG
310
Gofen & Glossberg
Illinois
$31.2M +$517K +6,871 +2%
Creative Planning
311
Creative Planning
Kansas
$31.1M +$1.45M +19,304 +5%
SGA
312
Sector Gamma AS
Norway
$31.1M +$2.28M +30,288 +8%
FAF
313
Första AP-fonden
Sweden
$30.4M +$4.26M +56,592 +16%
CWM
314
Circle Wealth Management
New Jersey
$30.1M +$4.97K +66 +0%
PF
315
Phoenix Financial
Israel
$29.9M +$14.3M +189,350 +81%
SCI
316
S&CO Inc
Massachusetts
$29.8M -$2.33K -31 -0%
ACM
317
Advisors Capital Management
New Jersey
$29.7M +$3.98M +52,879 +15%
BCM
318
Becker Capital Management
Oregon
$29.6M -$2.93M -38,956 -9%
FWIA
319
Fort Washington Investment Advisors
Ohio
$29.6M +$1.78M +23,667 +6%
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$29.4M
NAM
321
Nissay Asset Management
Japan
$29.3M +$726K +9,643 +2%
ABC
322
Associated Banc-Corp
Wisconsin
$29.3M +$14.5M +192,948 +95%
IMPI
323
Ilmarinen Mutual Pension Insurance
Finland
$29.2M +$3.39M +45,064 +13%
CG
324
Colony Group
Massachusetts
$29M +$14.9M +198,142 +101%
SI
325
Stephens Inc
Arkansas
$29M +$4.26M +56,567 +17%

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.