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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
SSB
851
Sandy Spring Bank
Maryland
$4.42M -$19.6K -260 -0.4%
VWM
852
Valley Wealth Managers
New Jersey
$4.41M +$74.2K +985 +2%
CWM
853
Calamos Wealth Management
Illinois
$4.39M -$337K -4,482 -7%
LOPW
854
Live Oak Private Wealth
North Carolina
$4.37M +$4.21M +55,973 +1,716%
DDC
855
DF Dent & Co
Maryland
$4.37M +$158K +2,097 +4%
ACM
856
Advent Capital Management
New York
$4.37M +$513K +6,812 +13%
IC
857
Intersect Capital
California
$4.36M +$214K +2,841 +5%
Cerity Partners
858
Cerity Partners
New York
$4.35M -$5.19M -68,974 -54%
TAM
859
Tealwood Asset Management
Minnesota
$4.35M -$1.13K -15 -0%
JIR
860
James Investment Research
Ohio
$4.32M -$2.22M -29,500 -33%
HT
861
HighTower Trust
Texas
$4.32M +$26.6K +353 +0.6%
DA
862
Duality Advisers
Florida
$4.31M +$4.39M +58,380 New
PFM
863
Premier Fund Managers
United Kingdom
$4.3M +$890K +11,819 +25%
CB
864
Cadence Bank
Mississippi
$4.3M +$131K +1,734 +3%
MPWT
865
MassMutual Private Wealth & Trust
Connecticut
$4.29M +$2.42M +32,129 +123%
GVAG
866
Great Valley Advisor Group
Delaware
$4.29M +$839K +11,149 +24%
NDSI
867
Newman Dignan & Sheerar Inc
Rhode Island
$4.28M +$20.4K +271 +0.5%
GCA
868
Greenwood Capital Associates
South Carolina
$4.28M +$107K +1,415 +3%
SVWAG
869
Sound View Wealth Advisors Group
Georgia
$4.27M +$66.8K +887 +2%
SFWA
870
Summit Financial Wealth Advisors
Louisiana
$4.27M +$196K +2,610 +5%
CP
871
Corbenic Partners
Pennsylvania
$4.25M -$31.2K -414 -0.7%
FFBTD
872
First Financial Bank - Trust Division
Ohio
$4.24M -$530K -7,043 -11%
SC
873
Stralem & Co
New York
$4.22M -$48.9K -649 -1%
TCM
874
Telos Capital Management
California
$4.21M +$412K +5,476 +11%
RWP
875
RWA Wealth Partners
Massachusetts
$4.21M +$3.14M +41,703 +273%

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.