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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
AF
676
Ally Financial
Michigan
$7.11M
FLPIM
677
F.L. Putnam Investment Management
Massachusetts
$7.11M -$2.03M -26,995 -22%
LC
678
Lavaca Capital
Texas
$7.1M -$62.9K -836 -0.9%
BB
679
Busey Bank
Illinois
$7.08M -$119K -1,583 -2%
ACC
680
Accident Compensation Corp
New Zealand
$6.96M +$931K +12,366 +15%
HAI
681
Hennessy Advisors Inc
California
$6.94M -$260K -3,459 -4%
RE
682
RBC Europe
United Kingdom
$6.93M +$13.9K +184 +0.2%
CSIC
683
Clifford Swan Investment Counsel
California
$6.92M -$753 -10 -0%
RC
684
RegentAtlantic Capital
New Jersey
$6.89M +$1.09M +14,483 +18%
ASN
685
Advisory Services Network
Georgia
$6.89M +$577K +7,663 +9%
AAM
686
Augustine Asset Management
Florida
$6.89M -$115K -1,529 -2%
MGIA
687
Matthew Goff Investment Advisor
Texas
$6.89M +$46K +611 +0.7%
CNC
688
Canandaigua National Corp
New York
$6.88M +$7.02M +93,249 New
BFO
689
Boston Family Office
Massachusetts
$6.88M -$129K -1,718 -2%
Westfield Capital Management
690
Westfield Capital Management
Massachusetts
$6.87M -$658K -8,735 -9%
SCA
691
Stonebridge Capital Advisors
Minnesota
$6.85M +$97.9K +1,301 +1%
KFP
692
KMG Fiduciary Partners
Ohio
$6.78M +$308K +4,086 +5%
JC
693
Jacobs & Co
California
$6.76M +$717K +9,520 +12%
ACM
694
Argyle Capital Management
Pennsylvania
$6.75M -$21.3K -283 -0.3%
FPCG
695
Fort Pitt Capital Group
Pennsylvania
$6.73M +$69.7K +926 +1%
HA
696
Hamel Associates
New Jersey
$6.68M -$9.86K -131 -0.1%
WIA
697
Wealthstreet Investment Advisors
Texas
$6.67M +$30.8K +409 +0.5%
AUB
698
Atlantic Union Bankshares
Virginia
$6.66M +$905K +12,020 +15%
ET
699
Equitable Trust
Tennessee
$6.65M -$14.6K -194 -0.2%
B
700
Brightworth
Georgia
$6.64M +$345K +4,588 +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.