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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
N
626
Natixis
France
$8.21M -$180M -2,390,705 -96%
LDB
627
Lee, Danner & Bass
Tennessee
$8.2M -$61.9K -822 -0.7%
GG
628
Greenwood Gearhart
Arkansas
$8.2M +$63.1K +838 +0.8%
AF
629
Alerus Financial
North Dakota
$8.18M -$879K -11,679 -10%
JFL
630
Jarislowsky, Fraser Ltd
Quebec, Canada
$8.16M -$421K -5,590 -5%
LSA
631
L & S Advisors
California
$8.13M -$2.55M -33,883 -24%
GIA
632
Granite Investment Advisors
New Hampshire
$8.12M -$57.2K -760 -0.7%
CAMG
633
CWA Asset Management Group
Florida
$8.05M -$340K -4,520 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
634
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$7.99M -$35M -464,474 -81%
CDH
635
Charles D. Hyman
$7.96M +$4.8M +63,726 +144%
LA
636
Lynch & Associates
Indiana
$7.95M -$167K -2,215 -2%
CIC
637
Cutler Investment Counsel
Oregon
$7.94M -$134K -1,786 -2%
PP
638
PDT Partners
New York
$7.93M +$253K +3,356 +3%
B
639
Bailard
California
$7.93M +$1.41M +18,755 +21%
FB
640
Fulton Bank
Pennsylvania
$7.9M +$2.69M +35,748 +50%
WSTAM
641
Wilbanks Smith & Thomas Asset Management
Virginia
$7.89M +$610K +8,103 +8%
MLL
642
Moody Lynn & Lieberson
Massachusetts
$7.88M -$77.8K -1,034 -1%
PCA
643
Private Capital Advisors
Connecticut
$7.85M -$129K -1,720 -2%
OCAM
644
Onex Canada Asset Management
Ontario, Canada
$7.83M -$2.07M -27,483 -21%
MIS
645
Morningstar Investment Services
Illinois
$7.77M +$8.06M +107,030 New
DY
646
Dowling & Yahnke
California
$7.76M +$48.4K +643 +0.6%
BAM
647
Barrett Asset Management
New York
$7.74M +$298K +3,956 +4%
SFS
648
Sowell Financial Services
Arkansas
$7.73M -$949K -12,606 -11%
CIC
649
Canal Insurance Company
South Carolina
$7.73M
TNB
650
TCF National Bank
South Dakota
$7.69M +$620K +8,239 +9%

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.