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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
BC
501
Bartlett & Co
Ohio
$12.2M -$1.88K -25 -0%
Jane Street
502
Jane Street
New York
$12.2M +$8.29M +110,090 +200%
Lido Advisors
503
Lido Advisors
California
$12M +$1.58M +20,988 +15%
CA
504
CapWealth Advisors
Tennessee
$12M +$255K +3,388 +2%
PP
505
Prospector Partners
Connecticut
$12M -$876K -11,633 -7%
MC
506
Middleton & Co
Massachusetts
$12M -$34.1K -453 -0.3%
CAM
507
Columbia Asset Management
Michigan
$11.9M -$53.3K -708 -0.4%
BC
508
Brinker Capital
Pennsylvania
$11.9M +$554K +7,359 +5%
TCM
509
Twin Capital Management
Pennsylvania
$11.9M -$666K -8,850 -5%
SB
510
Simmons Bank
Arkansas
$11.9M +$245K +3,250 +2%
GI
511
Gradient Investments
Minnesota
$11.7M +$39.8K +529 +0.3%
AWM
512
AE Wealth Management
Kansas
$11.7M +$2.13M +28,269 +22%
TPCW
513
TD Private Client Wealth
New York
$11.6M +$3.33M +44,234 +39%
EWM
514
Edge Wealth Management
New York
$11.6M +$12.1K +161 +0.1%
SBH
515
Segall Bryant & Hamill
Illinois
$11.6M +$627K +8,328 +6%
RFA
516
Reilly Financial Advisors
California
$11.5M +$407K +5,401 +4%
CTC
517
Central Trust Company
Missouri
$11.5M +$518K +6,881 +5%
AAM
518
Advisors Asset Management
Colorado
$11.4M -$752K -9,991 -6%
SIM
519
Sentry Investment Management
Wisconsin
$11.4M -$1.03M -13,730 -8%
DWM
520
Doyle Wealth Management
Florida
$11.4M +$111K +1,472 +1%
BG
521
Bollard Group
Massachusetts
$11.4M -$879K -11,676 -7%
ATC
522
Argent Trust Co
Tennessee
$11.3M +$616K +8,180 +6%
BCM
523
Bridgeway Capital Management
Texas
$11.3M +$529K +7,021 +5%
PSUF
524
People's United Financial
Connecticut
$11.2M -$475K -6,309 -4%
V
525
Veritable
Delaware
$11.2M -$538K -7,145 -4%

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.