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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
ST
826
Spinnaker Trust
Maine
$4.62M -$262K -3,478 -5%
NCM
827
Narwhal Capital Management
Georgia
$4.59M -$317K -4,216 -6%
AF
828
Arrow Financial
New York
$4.58M -$27.6K -367 -0.6%
SCM
829
Stevens Capital Management
Pennsylvania
$4.58M +$4.67M +62,012 New
JWM
830
Jackson Wealth Management
Florida
$4.57M -$166K -2,206 -3%
CAL
831
Capital Analysts LLC
Pennsylvania
$4.56M -$50.9K -676 -1%
CAM
832
Cypress Asset Management
Texas
$4.55M +$630K +8,365 +16%
AWA
833
ARS Wealth Advisors
Florida
$4.54M +$103K +1,365 +2%
GWM
834
Geneos Wealth Management
Colorado
$4.54M +$449K +5,970 +10%
FNBOMD
835
First National Bank of Mount Dora
Florida
$4.54M +$585K +7,770 +14%
HSA
836
HBK Sorce Advisory
Pennsylvania
$4.52M +$455K +6,038 +11%
RB
837
Rodgers Brothers
Pennsylvania
$4.52M -$22.4K -298 -0.5%
CT
838
Coastline Trust
Rhode Island
$4.51M -$132K -1,754 -3%
RIM
839
Regent Investment Management
Kentucky
$4.5M -$142K -1,883 -3%
WLPWM
840
Walled Lake Planning & Wealth Management
Illinois
$4.49M -$87.3K -1,159 -2%
EM
841
Excalibur Management
Massachusetts
$4.47M -$119K -1,576 -3%
PHS
842
Pekin Hardy Strauss
Illinois
$4.47M +$31.5K +419 +0.7%
BAS
843
Brown Advisory Securities
Maryland
$4.46M +$59.5K +791 +1%
CSS
844
Cubist Systematic Strategies
Connecticut
$4.45M -$14.5M -192,033 -76%
PAS
845
Park Avenue Securities
New York
$4.45M +$619K +8,225 +16%
ODCM
846
Old Dominion Capital Management
Virginia
$4.44M +$86.8K +1,153 +2%
Tudor Investment Corp
847
Tudor Investment Corp
Connecticut
$4.43M +$2.36M +31,315 +109%
GIA
848
GHP Investment Advisors
Colorado
$4.43M +$664K +8,816 +17%
PAG
849
Private Advisory Group
Washington
$4.43M +$4.52M +60,022 New
FAM
850
Fred Alger Management
New York
$4.43M -$3.16M -41,920 -41%

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.