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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
SCM
701
Salem Capital Management
Massachusetts
$6.61M -$4.67K -62 -0.1%
ACP
702
Ashfield Capital Partners
California
$6.56M +$312K +4,142 +5%
SWM
703
Stockman Wealth Management
Montana
$6.56M +$213K +2,826 +3%
BWM
704
Buckley Wealth Management
Nevada
$6.52M +$343K +4,559 +5%
LNB
705
Ledyard National Bank
$6.52M +$425K +5,646 +7%
JIC
706
Johnson Investment Counsel
Ohio
$6.49M -$384K -5,104 -6%
CCP
707
Corient Capital Partners
California
$6.49M +$994K +13,203 +18%
BOH
708
Bank of Hawaii
Hawaii
$6.48M -$1.45M -19,221 -18%
OCM
709
Oakwood Capital Management
California
$6.47M -$81.4K -1,081 -1%
SC
710
Sepio Capital
Utah
$6.45M -$1.64M -21,816 -20%
PPSG
711
Princeton Portfolio Strategies Group
New Jersey
$6.42M -$293K -3,892 -4%
LFAS
712
Level Four Advisory Services
Texas
$6.41M +$3.44M +45,741 +112%
MI
713
Markston International
New York
$6.37M -$77.2K -1,025 -1%
WAM
714
World Asset Management
Michigan
$6.32M -$2.98M -39,555 -32%
SWP
715
Stratos Wealth Partners
Ohio
$6.31M +$378K +5,023 +6%
JGUA
716
John G. Ullman & Associates
New York
$6.3M -$30.2K -401 -0.5%
MPI
717
Mairs & Power Inc
Minnesota
$6.25M -$65K -863 -1%
SWM
718
SVA Wealth Management
Wisconsin
$6.25M +$132K +1,759 +2%
MCM
719
Maryland Capital Management
Maryland
$6.24M +$368K +4,886 +6%
GP
720
Girard Partners
Pennsylvania
$6.23M -$275K -3,659 -4%
FNT
721
First Nebraska Trust
Nebraska
$6.23M +$252K +3,343 +4%
NSEDCP
722
NJ State Employees Deferred Compensation Plan
New Jersey
$6.21M
SBWIC
723
Schaper Benz & Wise Investment Counsel
Wisconsin
$6.21M +$185K +2,458 +3%
AI
724
ArchPoint Investors
Florida
$6.2M -$29.6K -393 -0.5%
LIA
725
LS Investment Advisors
Michigan
$6.2M +$802K +10,654 +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.