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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
KIA
876
KCM Investment Advisors
California
$4.19M -$925K -12,289 -18%
SSA
877
Schonfeld Strategic Advisors
New York
$4.19M +$1.5M +19,962 +54%
ED
878
Exane Derivatives
France
$4.19M -$3.11M -41,310 -42%
PJSIMP
879
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.17M -$11.7K -156 -0.3%
KWM
880
Kingsview Wealth Management
Oregon
$4.17M +$2.03M +26,996 +92%
CGH
881
Crossmark Global Holdings
Texas
$4.14M +$97.6K +1,296 +2%
PFPT
882
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.14M -$90.2K -1,198 -2%
OPPTF
883
OPSEU Pension Plan Trust Fund
Ontario, Canada
$4.12M +$3.23M +42,908 +321%
AAIM
884
American Assets Investment Management
California
$4.1M -$1.34M -17,816 -24%
RBA
885
Richard Bernstein Advisors
New York
$4.07M
IG
886
ING Group
Netherlands
$4.06M -$3.99M -52,950 -49%
HCM
887
Hodges Capital Management
Texas
$4.05M -$829K -11,010 -17%
CA
888
Clearstead Advisors
Ohio
$4.05M +$66.7K +886 +2%
NONA
889
Ninety One North America
New York
$4.05M
RC
890
Roundview Capital
New Jersey
$4.04M +$90.9K +1,208 +2%
TNB
891
Thomasville National Bank
Georgia
$4.03M +$161K +2,136 +4%
HR
892
Hayden Royal
North Carolina
$4.02M -$314K -4,168 -7%
CIC
893
Cornercap Investment Counsel
Georgia
$4.02M -$91.2K -1,211 -2%
PCA
894
Providence Capital Advisors
North Carolina
$4.02M -$3.39K -45 -0.1%
WDA
895
Wendell David Associates
New Hampshire
$4.01M +$72.8K +967 +2%
WCF
896
West Coast Financial
California
$4.01M +$37.8K +502 +0.9%
BA
897
Baugh & Associates
Georgia
$4.01M +$285K +3,786 +7%
MIM
898
Montgomery Investment Management
Maryland
$4.01M +$264K +3,511 +7%
BKA
899
Brick & Kyle Associates
Pennsylvania
$4M +$111K +1,472 +3%
RS
900
Robeco Schweiz
Switzerland
$3.98M +$1.3M +17,292 +47%

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.