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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
BCM
1076
Brookstone Capital Management
Illinois
$2.82M +$1.92M +25,457 +199%
TVWM
1077
Tower View Wealth Management
Wisconsin
$2.82M +$267K +3,549 +10%
FMBTD
1078
First Midwest Bank Trust Division
Illinois
$2.81M +$73.5K +976 +3%
TCMG
1079
TSP Capital Management Group
New Jersey
$2.81M
JFGIW
1080
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.81M +$617K +8,195 +27%
SCM
1081
Silvant Capital Management
Georgia
$2.81M
JSC
1082
Jackson Square Capital
California
$2.8M +$1.89M +25,114 +196%
AWA
1083
Arete Wealth Advisors
Illinois
$2.79M +$65.9K +875 +2%
CPA
1084
Capital Planning Advisors
California
$2.79M +$253K +3,359 +10%
RSVP
1085
Ramsay Stattman Vela & Price
Colorado
$2.79M +$2.84M +37,791 New
HCM
1086
Hengehold Capital Management
Ohio
$2.79M -$86.3K -1,147 -3%
BCA
1087
Bray Capital Advisors
Florida
$2.75M -$49.2K -653 -2%
DJSG
1088
D.J. St. Germain
Massachusetts
$2.75M -$19.3K -256 -0.7%
CCC
1089
Chelsea Counsel Company
California
$2.74M +$137K +1,823 +5%
BL
1090
BFSG LLC
California
$2.73M -$9.03K -120 -0.3%
IIC
1091
Ironwood Investment Counsel
Arizona
$2.72M +$171K +2,272 +7%
NERM
1092
New England Research & Management
Illinois
$2.71M +$698K +9,274 +34%
EWM
1093
Empirical Wealth Management
Washington
$2.69M +$76.5K +1,016 +3%
APA
1094
American Portfolios Advisors
New York
$2.69M +$20.6K +273 +0.8%
AFM
1095
Abbot Financial Management
Massachusetts
$2.69M -$31.3K -416 -1%
CG
1096
Caprock Group
Idaho
$2.68M +$306K +4,065 +13%
DI
1097
DAGCO Inc
Ohio
$2.68M +$41K +545 +2%
CAM
1098
Centre Asset Management
New York
$2.68M -$6.32M -83,903 -70%
AWM
1099
Altium Wealth Management
New York
$2.66M -$132K -1,756 -5%
FHA
1100
Flagship Harbor Advisors
Massachusetts
$2.66M +$467K +6,203 +21%

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.