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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
PP
551
Patten & Patten
Tennessee
$10.3M -$41.2K -547 -0.4%
KS
552
Karpas Strategies
Connecticut
$10.3M
ALAM
553
Asahi Life Asset Management
Japan
$10.3M -$767K -10,195 -7%
BAPIM
554
British Airways Pensions Investment Management
United Kingdom
$10.2M
ECM
555
ETrade Capital Management
Virginia
$10.2M +$1.26M +16,780 +14%
Jennison Associates
556
Jennison Associates
New York
$10.2M -$42.7M -566,615 -80%
LBC
557
Lowe Brockenbrough & Co
Virginia
$10.2M +$72.8K +967 +0.7%
MAA
558
Matrix Asset Advisors
New York
$10.1M +$957K +12,708 +10%
TAM
559
Tradition Asset Management
Virginia
$9.99M +$250K +3,327 +3%
JAM
560
Jupiter Asset Management
United Kingdom
$9.96M -$2.15M -28,536 -17%
HWA
561
Heritage Wealth Advisors
Virginia
$9.95M +$4.86M +64,503 +92%
BFA
562
Bragg Financial Advisors
North Carolina
$9.92M +$197K +2,623 +2%
BIAS
563
Beacon Investment Advisory Services
New Jersey
$9.9M +$25.6K +340 +0.3%
MDCM
564
Morgan Dempsey Capital Management
Wisconsin
$9.84M +$604K +8,027 +6%
RHBC
565
R.H. Bluestein & Co
Michigan
$9.81M +$10M +133,018 New
AAM
566
Auxier Asset Management
Oregon
$9.77M -$96.7K -1,284 -1%
PHP
567
Parkman Healthcare Partners
Connecticut
$9.73M -$7.1M -94,320 -42%
GCM
568
Gabalex Capital Management
New York
$9.67M
B
569
Barings
North Carolina
$9.65M
LS
570
Livforsakringsbolaget Skandia
Sweden
$9.63M +$1.51M +20,122 +18%
Wealthfront Advisers
571
Wealthfront Advisers
California
$9.57M -$549K -7,287 -5%
GIM
572
Grassi Investment Management
California
$9.54M +$73.1K +971 +0.8%
GAM
573
Griffin Asset Management
New York
$9.46M +$149K +1,976 +2%
FA
574
FDx Advisors
Illinois
$9.43M +$2.83M +37,531 +42%
SSWM
575
Smith Salley Wealth Management
North Carolina
$9.42M +$492K +6,537 +5%

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.