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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
QSS
901
Quantitative Systematic Strategies
Florida
$3.98M +$2.45M +32,522 +152%
SCA
902
Snowden Capital Advisors
New York
$3.98M +$1.41M +18,721 +53%
IIM
903
Ipswich Investment Management
Massachusetts
$3.98M +$350K +4,654 +9%
EHC
904
Everett Harris & Co
California
$3.97M +$8.21K +109 +0.2%
GT
905
Greenleaf Trust
Michigan
$3.96M +$448K +5,945 +12%
FFWA
906
FRG Family Wealth Advisors
Washington
$3.94M +$377K +5,004 +10%
ECM
907
Exchange Capital Management
Michigan
$3.93M +$13.3K +177 +0.3%
CBN
908
Cadence Bank NA
Texas
$3.92M +$255K +3,388 +7%
LDFR
909
Lehman & Derafelo Financial Resources
Pennsylvania
$3.9M -$55.1K -732 -1%
KTC
910
Kistler-Tiffany Companies
Pennsylvania
$3.9M +$562K +7,468 +16%
HVIA
911
Hudson Valley Investment Advisors
New York
$3.89M +$41.8K +555 +1%
MFG
912
Monte Financial Group
Connecticut
$3.88M +$473K +6,282 +14%
GIM
913
Greylin Investment Management
Virginia
$3.86M -$67.8K -901 -2%
SM
914
Sciencast Management
New Jersey
$3.86M +$3.22M +42,776 +463%
FBT
915
First Bankers Trust
Kentucky
$3.86M
JCM
916
Jag Capital Management
Missouri
$3.86M +$89K +1,182 +2%
BRM
917
Boston Research & Management
Massachusetts
$3.85M +$102K +1,355 +3%
LNC
918
Lincoln National Corp
Pennsylvania
$3.85M +$364K +4,832 +10%
CT
919
Chicago Trust
Illinois
$3.84M -$63K -837 -2%
Wolverine Trading
920
Wolverine Trading
Illinois
$3.84M -$1.48M -19,694 -27%
HW
921
Hancock Whitney
Mississippi
$3.83M +$3.24K +43 +0.1%
BCMO
922
Buckingham Capital Management (Ohio)
Ohio
$3.83M +$232K +3,083 +6%
HT
923
Heritage Trust
Oklahoma
$3.81M +$2.29M +30,389 +143%
PTC
924
Philadelphia Trust Company
Pennsylvania
$3.8M -$50.1K -665 -1%
OCM
925
One Capital Management
California
$3.8M +$4.52K +60 +0.1%

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.