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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
FCA
801
FLC Capital Advisors
California
$4.82M +$255K +3,388 +6%
BOC
802
Barbara Oil Co
Illinois
$4.82M
KRSITF
803
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.8M -$1.19M -15,820 -20%
CAM
804
Covenant Asset Management
New Jersey
$4.79M
CA
805
Cetera Advisors
Colorado
$4.79M +$252K +3,351 +5%
VCM
806
Violich Capital Management
California
$4.77M +$1.28M +16,978 +36%
FQ
807
First Quadrant
California
$4.76M -$999K -13,267 -17%
NWP
808
Northstar Wealth Partners
Connecticut
$4.75M +$219K +2,910 +5%
BCM
809
Birmingham Capital Management
Alabama
$4.74M +$32.3K +429 +0.7%
FVCM
810
F&V Capital Management
Florida
$4.74M +$496K +6,587 +11%
BPM
811
Bowling Portfolio Management
Ohio
$4.72M -$86.9K -1,154 -2%
Simplex Trading
812
Simplex Trading
Illinois
$4.72M +$4.82M +63,984 New
BUB
813
BBVA USA Bancshares
Texas
$4.72M -$862K -11,456 -15%
RI
814
Redwood Investments
Massachusetts
$4.71M -$971K -12,900 -17%
PVH
815
Psagot Value Holdings
Israel
$4.71M +$620K +8,233 +15%
CCMINC
816
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.71M +$6.17K +82 +0.1%
SPC
817
Sigma Planning Corp
Michigan
$4.7M +$606K +8,055 +14%
MIM
818
Marco Investment Management
Georgia
$4.69M -$152K -2,014 -3%
DSC
819
Duncker Streett & Co
Missouri
$4.68M -$222K -2,947 -4%
LBD
820
Landsberg Bennett & Dubbaneh
Florida
$4.68M -$149K -1,984 -3%
VFA
821
Voya Financial Advisors
Connecticut
$4.68M +$119K +1,584 +3%
BO
822
Bank OZK
Arkansas
$4.67M -$6.93K -92 -0.1%
WIC
823
Woodmont Investment Counsel
Tennessee
$4.67M +$158K +2,096 +3%
SGA
824
Strategic Global Advisors
California
$4.66M +$603K +8,013 +15%
SCM
825
Stellar Capital Management
Arizona
$4.66M -$15.1K -200 -0.3%

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.