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
WAM
651
Winslow Asset Management
Ohio
$7.68M -$53.7K -713 -0.7%
OSIA
652
O'Shares Investment Advisers
Massachusetts
$7.65M -$6.26M -83,179 -45%
RHAM
653
Round Hill Asset Management
California
$7.64M -$84.8K -1,126 -1%
NIM
654
Northeast Investment Management
Massachusetts
$7.59M +$551K +7,323 +8%
CM
655
Churchill Management
California
$7.58M -$707K -9,394 -8%
AAIM
656
Asset Advisors Investment Management
Georgia
$7.55M +$192K +2,555 +3%
SS
657
Simplicity Solutions
Minnesota
$7.54M +$1.85M +24,538 +32%
SAM
658
Sectoral Asset Management
Quebec, Canada
$7.51M -$414K -5,502 -5%
CA
659
Cullinan Associates
Kentucky
$7.49M -$893K -11,864 -10%
CIS
660
Capital International Sarl
California
$7.49M +$5.41M +71,923 +243%
CC
661
Capital Counsel
New York
$7.43M
MCM
662
Mengis Capital Management
Oregon
$7.43M +$540K +7,168 +8%
CI
663
Cigna Investments
Connecticut
$7.42M +$810K +10,763 +12%
PCM
664
Parsons Capital Management
Rhode Island
$7.39M -$107K -1,415 -1%
BBA
665
BLB&B Advisors
Pennsylvania
$7.38M -$168K -2,229 -2%
GA
666
GFS Advisors
Texas
$7.38M +$4.54M +60,334 +152%
CC
667
Cadinha & Co
Hawaii
$7.34M +$6.57M +87,322 +716%
SIM
668
Sonora Investment Management
Arizona
$7.28M +$33.5K +445 +0.5%
MC
669
Martin Currie
United Kingdom
$7.26M -$3.73M -49,611 -34%
TTWM
670
TCV Trust & Wealth Management
Virginia
$7.24M -$431K -5,727 -6%
EGM
671
Engineers Gate Manager
New York
$7.23M +$5.82M +77,303 +373%
Kovitz Investment Group Partners
672
Kovitz Investment Group Partners
Illinois
$7.21M +$1.87M +24,856 +34%
IHL
673
Investment House LLC
California
$7.21M +$206K +2,740 +3%
MYAM
674
Meiji Yasuda Asset Management
Japan
$7.18M +$4.44M +58,955 +154%
PFO
675
Pathstone Family Office
New Jersey
$7.17M +$3.27M +43,493 +81%

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.