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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
MCM
776
Murphy Capital Management
New Jersey
$5.29M +$325K +4,323 +6%
JAFL
777
Jay A. Fishman Ltd
Michigan
$5.27M +$158K +2,096 +3%
SGH
778
Sivik Global Healthcare
Connecticut
$5.26M +$394K +5,240 +6%
PP
779
Paloma Partners
Connecticut
$5.26M +$3.34M +44,405 +165%
GCM
780
Garland Capital Management
Washington
$5.25M -$314K -4,166 -6%
PAMG
781
Patton Albertson Miller Group
Tennessee
$5.2M +$250K +3,326 +5%
Rafferty Asset Management
782
Rafferty Asset Management
New York
$5.12M +$3.17M +42,166 +155%
Barrow, Hanley, Mewhinney & Strauss
783
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.06M
QI
784
QV Investors
Alberta, Canada
$5.05M -$113K -1,499 -2%
NEAM
785
New England Asset Management
Connecticut
$5.04M -$450K -5,974 -8%
CTA
786
Chesley Taft & Associates
Illinois
$4.96M -$1.67M -22,189 -25%
SCM
787
Shelton Capital Management
Colorado
$4.95M +$2.31M +30,706 +84%
CAC
788
Core Alternative Capital
Georgia
$4.95M +$101K +1,343 +2%
NB
789
NBT Bank
New York
$4.94M -$21.2K -282 -0.4%
TCOT
790
Trust Company of Toledo
Ohio
$4.93M +$35.2K +467 +0.7%
BFM
791
Boston Financial Management
Massachusetts
$4.89M -$140K -1,859 -3%
SNB
792
Security National Bank
Nebraska
$4.89M +$324K +4,307 +7%
MC
793
Miramar Capital
Illinois
$4.89M +$265K +3,518 +6%
IRF
794
IBM Retirement Fund
New York
$4.88M -$92.7K -1,232 -2%
CC
795
Cipher Capital
New York
$4.88M +$3.75M +49,780 +306%
CAM
796
Costello Asset Management
Pennsylvania
$4.86M +$4.96M +65,895 New
TCOV
797
Trust Company of Vermont
Vermont
$4.85M -$2.44M -32,391 -33%
RIL
798
Rothschild Investment LLC
Illinois
$4.84M +$61.5K +817 +1%
OA
799
Oxbow Advisors
Texas
$4.84M +$4.48M +59,472 +976%
PHK
800
Point72 Hong Kong
Hong Kong
$4.84M +$4.94M +65,558 New

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.