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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
MCM
1001
Manchester Capital Management
Vermont
$3.35M -$75.7K -1,006 -2%
AOWM
1002
Alpha Omega Wealth Management
Virginia
$3.35M -$19.5K -259 -0.6%
HCM
1003
Harvey Capital Management
Florida
$3.34M +$3.41M +45,253 New
SFS
1004
Strategic Financial Services
New York
$3.33M -$1.59M -21,089 -32%
MAFM
1005
Mid Atlantic Financial Management
Pennsylvania
$3.32M +$41.6K +553 +1%
AIA
1006
Affinity Investment Advisors
California
$3.29M -$899K -11,947 -21%
CPA
1007
Court Place Advisors
Maryland
$3.29M -$22.9K -304 -0.7%
AP
1008
Appleton Partners
Massachusetts
$3.28M -$19.8K -263 -0.6%
GCM
1009
Gibraltar Capital Management
Oklahoma
$3.28M +$11.6K +154 +0.3%
IMOV
1010
Investment Management of Virginia
Virginia
$3.28M +$99.8K +1,326 +3%
FBC
1011
Fairfield, Bush & Co
Connecticut
$3.27M +$1.66M +22,003 +98%
WAM
1012
Wealthspire Advisors (Maryland)
Maryland
$3.27M -$4.22K -56 -0.1%
DFG
1013
Demars Financial Group
Washington
$3.25M +$168K +2,234 +5%
WAS
1014
Wesleyan Assurance Society
United Kingdom
$3.25M
CCM
1015
Cox Capital Management
Massachusetts
$3.23M +$1.6M +21,222 +94%
SFG
1016
SevenBridge Financial Group
Pennsylvania
$3.23M +$61.7K +819 +2%
CRB
1017
Chad R. Baker
$3.23M
AAS
1018
Annex Advisory Services
Wisconsin
$3.22M +$2.96M +39,314 +917%
CCM
1019
Cadence Capital Management
Massachusetts
$3.21M -$198K -2,630 -6%
HAG
1020
HighPoint Advisor Group
Illinois
$3.2M +$46.2K +614 +1%
IMRF
1021
Illinois Municipal Retirement Fund
Illinois
$3.2M +$1.6M +21,286 +97%
FMWA
1022
Forvis Mazars Wealth Advisors
Missouri
$3.19M +$424K +5,627 +15%
WIC
1023
Whitegate Investment Counselors
New Hampshire
$3.19M -$14.7K -195 -0.4%
LW
1024
Linscomb Wealth
Texas
$3.18M +$23.3K +310 +0.7%
HFM
1025
Hartford Financial Management
Connecticut
$3.18M +$306K +4,061 +10%

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.