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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
RSC
1051
Red Spruce Capital
Pennsylvania
$3M +$1.67M +22,131 +120%
OFG
1052
OmniStar Financial Group
North Carolina
$2.98M +$783K +10,397 +35%
HCM
1053
Hillman Capital Management
Maryland
$2.98M -$301 -4 -0%
PT
1054
Plimoth Trust
Massachusetts
$2.98M +$39.3K +522 +1%
GI
1055
GAMCO Investors
Connecticut
$2.98M -$3.42M -45,496 -53%
IC
1056
Investment Counsel
Michigan
$2.96M -$23.6K -314 -0.8%
MIC
1057
Means Investment Company
Maine
$2.95M +$47.7K +633 +2%
VAG
1058
VisionPoint Advisory Group
Texas
$2.93M +$289K +3,845 +11%
SCA
1059
Stokes Capital Advisors
South Carolina
$2.93M +$2.99M +39,688 New
RG
1060
Rikoon Group
New Mexico
$2.92M +$442K +5,873 +18%
WPC
1061
White Pine Capital
Minnesota
$2.9M +$27.8K +369 +0.9%
DWM
1062
Dakota Wealth Management
Florida
$2.9M -$1.04M -13,835 -26%
ETI
1063
Enterprise Trust & Investment
California
$2.9M -$15.8K -210 -0.5%
FSA
1064
Fort Sheridan Advisors
Illinois
$2.89M +$94.9K +1,260 +3%
CHAM
1065
Clear Harbor Asset Management
Connecticut
$2.89M +$423K +5,620 +17%
MCP
1066
Martin Capital Partners
Oregon
$2.89M -$15.7K -208 -0.5%
BA
1067
Bennicas & Associates
California
$2.88M -$23.6K -314 -0.8%
PA
1068
Parallel Advisors
California
$2.88M +$234K +3,105 +9%
CHC
1069
City Holding Co
West Virginia
$2.87M +$443K +5,884 +18%
SFA
1070
Sequoia Financial Advisors
Ohio
$2.87M +$334K +4,438 +13%
IAA
1071
Independent Advisor Alliance
North Carolina
$2.86M -$478K -6,355 -14%
LPT
1072
Legacy Private Trust
Wisconsin
$2.85M +$2.43M +32,335 +520%
PI
1073
Pettee Investors
Connecticut
$2.84M
BMA
1074
Brooks Moore & Associates
Tennessee
$2.83M +$130K +1,727 +5%
SBIA
1075
Sheaff Brock Investment Advisors
Indiana
$2.83M +$178K +2,366 +7%

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.