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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
SA
726
Sicart Associates
New York
$6.18M -$85.6K -1,137 -1%
AT
727
Arden Trust
Delaware
$6.13M +$98.7K +1,311 +2%
FPCM
728
Financial Partners Capital Management
New York
$6.13M +$227K +3,013 +4%
FCBT
729
First Citizens Bank & Trust
North Carolina
$6.13M +$377K +5,007 +6%
DCM
730
Decatur Capital Management
Georgia
$6.11M +$527 +7 +0%
WG
731
Winton Group
United Kingdom
$6.1M +$6.22M +82,671 New
Nomura Holdings
732
Nomura Holdings
Japan
$6.09M +$2.1M +27,850 +51%
RIG
733
Renaissance Investment Group
Massachusetts
$6.06M -$203K -2,701 -3%
AC
734
Allstate Corporation
Illinois
$6.05M -$1.85M -24,520 -23%
CAM
735
Carret Asset Management
New York
$6.05M +$42.2K +560 +0.7%
BRWA
736
B. Riley Wealth Advisors
Florida
$6.03M +$133K +1,767 +2%
SIG
737
Sky Investment Group
Connecticut
$6.03M +$173K +2,293 +3%
WIC
738
WealthBridge Investment Counsel
Alberta, Canada
$5.98M -$1.96K -26 -0%
ACM
739
Adalta Capital Management
New York
$5.97M -$49.7K -660 -0.8%
ECM
740
Evergreen Capital Management
Washington
$5.95M +$335K +4,445 +6%
BHA
741
Beech Hill Advisors
New York
$5.91M +$195K +2,594 +3%
CIC
742
Chilton Investment Company
Connecticut
$5.91M +$4.14M +54,989 +219%
FNFDCM
743
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.9M +$121K +1,608 +2%
SLI
744
Sumitomo Life Insurance
Japan
$5.86M -$521K -6,917 -8%
PCA
745
Personal Capital Advisors
California
$5.86M +$635K +8,434 +12%
BIC
746
Beach Investment Counsel
Pennsylvania
$5.84M -$43.8K -582 -0.7%
IHAM
747
Integral Health Asset Management
New York
$5.8M -$4.34M -57,640 -42%
BFIM
748
Beese Fulmer Investment Management
Ohio
$5.77M -$376K -4,990 -6%
ONB
749
Old National Bancorp
Indiana
$5.76M -$195K -2,588 -3%
ECM
750
Everence Capital Management
Indiana
$5.74M +$521K +6,927 +10%

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.