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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
SGI
451
Summit Global Investments
Utah
$14.8M +$12.8M +170,682 +581%
JMFC
452
J.M. Forbes & Co
Massachusetts
$14.7M +$7.08K +94 +0%
II
453
IFM Investors
Australia
$14.5M -$5.87M -77,916 -28%
CWG
454
C WorldWide Group
Denmark
$14.4M -$3.16M -41,920 -18%
ACM
455
Azimuth Capital Management
Michigan
$14.4M -$589K -7,822 -4%
GGI
456
Godsey & Gibb Inc
Virginia
$14.4M -$5.34K -71 -0%
FBP
457
Flippin Bruce & Porter
Virginia
$14.4M -$1.14M -15,122 -7%
KA
458
KLCM Advisors
Wisconsin
$14.3M -$713K -9,472 -5%
BMO
459
Beck Mack & Oliver
New York
$14.2M -$860K -11,423 -6%
DWA
460
Douglass Winthrop Advisors
New York
$14.2M +$3.13M +41,620 +28%
TSW
461
Thompson Siegel & Walmsley
Virginia
$14.2M +$4.1M +54,487 +40%
BWP
462
Baldwin Wealth Partners
Massachusetts
$14.2M -$85.1K -1,131 -0.6%
AIMCA
463
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$14.1M -$1.83M -24,313 -11%
ADEF
464
Adams Diversified Equity Fund
Maryland
$14.1M -$8.43M -112,031 -37%
MA
465
Montag & Associates
Georgia
$14.1M -$188K -2,502 -1%
MCM
466
MAI Capital Management
Ohio
$13.9M +$462K +6,135 +3%
VMPIC
467
Varma Mutual Pension Insurance Co
Finland
$13.9M +$2.34M +31,113 +20%
CIS
468
Connors Investor Services
Pennsylvania
$13.9M -$559K -7,420 -4%
First Manhattan
469
First Manhattan
New York
$13.8M -$422K -5,606 -3%
11A
470
10-15 Associates
New York
$13.8M +$120K +1,594 +0.9%
ACI
471
Alpha Cubed Investments
California
$13.7M -$45.9K -610 -0.3%
TCM
472
Tufton Capital Management
Maryland
$13.5M +$110K +1,455 +0.8%
HCM
473
Hutchinson Capital Management
California
$13.5M -$132K -1,748 -0.9%
EWA
474
EP Wealth Advisors
California
$13.5M +$12.2M +161,869 +781%
MAM
475
Meeder Asset Management
Ohio
$13.5M +$1.03M +13,673 +8%

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.