We are live on ! Find out more

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
CII
601
Capital International Inc
California
$8.8M +$4.55M +60,399 +103%
GFPC
602
Global Financial Private Capital
Florida
$8.79M +$581K +7,723 +7%
BAM
603
Bruderman Asset Management
New York
$8.76M +$144K +1,912 +2%
DIA
604
Davidson Investment Advisors
Montana
$8.73M -$387K -5,140 -4%
IEFM
605
IQ EQ Fund Management
Ireland
$8.72M -$261K -3,469 -3%
AP
606
Advisor Partners
California
$8.72M +$366K +4,856 +4%
CCT
607
Chemung Canal Trust
New York
$8.7M +$833K +11,068 +10%
DDPIC
608
Deroy & Devereaux Private Investment Counsel
Michigan
$8.63M +$8.16M +108,441 +1,268%
HCM
609
Huber Capital Management
California
$8.62M -$331K -4,402 -4%
BPCE
610
Bank Pictet & Cie (Europe)
Germany
$8.6M +$3.49M +46,319 +66%
CCT
611
Country Club Trust
Missouri
$8.59M -$155K -2,055 -2%
PWM
612
Perigon Wealth Management
California
$8.5M +$1.21M +16,052 +16%
BCM
613
Bourgeon Capital Management
Connecticut
$8.48M +$1.78M +23,600 +26%
FMII
614
Farmers & Merchants Investments Inc
Nebraska
$8.43M +$903 +12 +0%
BRWM
615
B. Riley Wealth Management
Tennessee
$8.4M -$683K -9,069 -7%
LSERS
616
Louisiana State Employees Retirement System
Louisiana
$8.39M +$15.8K +210 +0.2%
AC
617
Alexandria Capital
Virginia
$8.37M -$170K -2,261 -2%
AIP
618
Ameritas Investment Partners
Nebraska
$8.31M +$641K +8,512 +8%
KA
619
Kintegral Advisory
New York
$8.3M
RT
620
Rockland Trust
Massachusetts
$8.28M -$81.2K -1,079 -1%
CAM
621
Congress Asset Management
Massachusetts
$8.28M +$31K +412 +0.4%
LNWWM
622
Laird Norton Wetherby Wealth Management
California
$8.27M +$694K +9,213 +9%
FI
623
Fosun International
China
$8.24M +$7.07M +93,892 +523%
WJWM
624
Williams Jones Wealth Management
New York
$8.24M +$309K +4,106 +4%
Kayne Anderson Rudnick Investment Management
625
Kayne Anderson Rudnick Investment Management
California
$8.22M -$1.47M -19,548 -15%

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.