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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
OAM
351
Oppenheimer Asset Management
New York
$24.9M -$1.6M -21,235 -6%
SAM
352
Shell Asset Management
Netherlands
$24.8M +$502K +6,664 +2%
SDIC
353
South Dakota Investment Council
South Dakota
$24.7M +$6.34M +84,270 +34%
WPC
354
Waters Parkerson & Co
Louisiana
$24.6M +$36.1K +480 +0.1%
UCFA
355
United Capital Financial Advisors
Texas
$24.5M +$1.03M +13,667 +4%
BF
356
BOK Financial
Oklahoma
$24.4M +$2.77M +36,736 +12%
WIC
357
Willis Investment Counsel
Georgia
$24.3M -$410K -5,449 -2%
NA
358
NewEdge Advisors
Louisiana
$24.2M +$1.15M +15,214 +5%
LOAMS
359
Lombard Odier Asset Management (Switzerland)
Switzerland
$24M -$608K -8,076 -2%
GD
360
Grandfield & Dodd
New York
$23.8M -$108K -1,440 -0.4%
CTA
361
Carillon Tower Advisers
Florida
$23.7M -$382K -5,073 -2%
ISL
362
Ingalls & Snyder LLC
New York
$23.4M +$52.6K +699 +0.2%
DP
363
Dearborn Partners
Illinois
$22.8M -$591K -7,845 -2%
RMDI
364
R.M. Davis Inc
Maine
$22.8M +$715K +9,498 +3%
Impax Asset Management Group
365
Impax Asset Management Group
United Kingdom
$22.7M
CPSAC
366
Chas P. Smith & Associates (CPS)
Florida
$22.6M -$207K -2,753 -0.9%
DIA
367
Dana Investment Advisors
Wisconsin
$22.3M -$2.59M -34,383 -10%
PAG
368
Private Advisor Group
New Jersey
$22.3M +$279K +3,706 +1%
EB
369
Eastern Bank
Massachusetts
$22.3M -$431K -5,720 -2%
CIM
370
Corda Investment Management
Texas
$22.2M +$14.6K +194 +0.1%
MML Investors Services
371
MML Investors Services
Massachusetts
$22.1M +$4.82M +64,090 +27%
HPC
372
HM Payson & Co
Maine
$22.1M -$1.1M -14,585 -5%
RJT
373
Raymond James Trust
Florida
$22M +$665K +8,829 +3%
TCA
374
Transcend Capital Advisors
New Jersey
$21.8M -$327K -4,341 -1%
VDI
375
Vaughan David Investments
Illinois
$21.8M +$405K +5,377 +2%

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.