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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
TNBTD
1026
Trustmark National Bank Trust Department
Mississippi
$3.17M +$197K +2,613 +6%
SIA
1027
SeaBridge Investment Advisors
New Jersey
$3.17M -$171K -2,269 -5%
JWCA
1028
J.W. Coons Advisors
Ohio
$3.16M +$158K +2,096 +5%
DWT
1029
Dorsey & Whitney Trust
South Dakota
$3.14M -$37.6K -500 -1%
Cetera Investment Advisers
1030
Cetera Investment Advisers
Illinois
$3.13M +$1.07M +14,185 +50%
GIC
1031
Gantzert Investment Company
Illinois
$3.13M +$187K +2,489 +6%
MIC
1032
MU Investments Company
Japan
$3.13M -$910K -12,094 -22%
ADBIC
1033
A.D. Beadell Investment Counsel
Wisconsin
$3.12M +$1.21M +16,040 +61%
HB
1034
Homrich & Berg
Georgia
$3.11M -$13.5K -179 -0.4%
TC
1035
Telemus Capital
Michigan
$3.1M -$26.5K -352 -0.8%
IAN
1036
Integrated Advisors Network
Texas
$3.1M +$259K +3,444 +9%
NIM
1037
Nicollet Investment Management
Minnesota
$3.1M +$82.1K +1,091 +3%
TBA
1038
Tower Bridge Advisors
Pennsylvania
$3.09M -$229K -3,040 -7%
MF
1039
Magnetar Financial
Illinois
$3.09M -$3.67M -48,726 -54%
MERSOM
1040
Municipal Employees' Retirement System of Michigan
Michigan
$3.09M -$3.06M -40,631 -49%
HKAM
1041
Horizon Kinetics Asset Management
New York
$3.09M -$266K -3,537 -8%
BO
1042
BRR OpCo
Ohio
$3.09M +$100K +1,330 +3%
KCM
1043
Kempner Capital Management
Texas
$3.09M -$6.93K -92 -0.2%
QT
1044
Quantbot Technologies
New York
$3.08M +$2.52M +33,504 +404%
PAI
1045
Pittenger & Anderson Inc
Nebraska
$3.07M +$20.9K +277 +0.7%
JPMIA
1046
J.P. Marvel Investment Advisors
Massachusetts
$3.06M -$7.91K -105 -0.3%
TG
1047
TCW Group
California
$3.03M +$30.3K +403 +1%
AWM
1048
Avitas Wealth Management
California
$3.02M -$112K -1,492 -4%
HIP
1049
Harrell Investment Partners
Texas
$3M +$39.5K +525 +1%
CRIG
1050
Charter Research & Investment Group
Connecticut
$3M +$76.9K +1,021 +3%

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.