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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
MA
951
Mutual Advisors
Nebraska
$3.63M +$788K +10,471 +27%
DIP
952
DT Investment Partners
Pennsylvania
$3.62M -$6.32K -84 -0.2%
WS
953
Wedbush Securities
California
$3.62M +$350K +4,644 +10%
Verition Fund Management
954
Verition Fund Management
Connecticut
$3.62M +$3.69M +49,012 New
RP
955
Rowlandmiller & Partners
Georgia
$3.59M
MIA
956
MainStreet Investment Advisors
Illinois
$3.58M +$1.55M +20,575 +74%
TYCC
957
Texas Yale Capital Corp
Florida
$3.58M -$38.4K -510 -1%
VCA
958
Verdence Capital Advisors
Maryland
$3.58M +$490K +6,504 +15%
RMAM
959
Raab & Moskowitz Asset Management
New Jersey
$3.58M +$83.8K +1,113 +2%
FHA
960
First Horizon Advisors
Tennessee
$3.57M -$19.8K -263 -0.5%
PFS
961
Prospera Financial Services
Texas
$3.56M +$2.17M +28,820 +148%
AC
962
Abbrea Capital
California
$3.56M +$63.8K +847 +2%
NSIM
963
North Star Investment Management
Illinois
$3.55M -$226K -3,007 -6%
HC
964
Hendley & Co
Ohio
$3.55M +$58K +770 +2%
ANTB
965
AMG National Trust Bank
Colorado
$3.55M +$3.62M +48,103 New
PTC
966
Private Trust Company
Ohio
$3.54M +$121K +1,607 +4%
RIM
967
Rampart Investment Management
Connecticut
$3.53M +$2.03M +26,910 +128%
WT
968
Washington Trust
Rhode Island
$3.53M -$1.96M -26,086 -35%
MME
969
Meag Munich Ergo
Germany
$3.53M +$482K +6,407 +15%
SYBT
970
Stock Yards Bank & Trust
Kentucky
$3.52M +$29.4K +390 +0.8%
HCM
971
Howland Capital Management
Massachusetts
$3.52M +$135K +1,789 +4%
AA
972
Ancora Advisors
Ohio
$3.5M +$18.4K +245 +0.5%
CT
973
Caldwell Trust
Florida
$3.49M -$86.6K -1,151 -2%
WKWM
974
Walter & Keenan Wealth Management
Indiana
$3.49M -$141K -1,871 -4%
MJRIC
975
Mogy Joel R Investment Counsel
California
$3.49M

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.