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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
P
1101
Pitcairn
Pennsylvania
$2.65M -$6.55K -87 -0.2%
TFS
1102
TrustCore Financial Services
Tennessee
$2.65M +$48.6K +646 +2%
SC
1103
Savant Capital
Illinois
$2.65M +$14.5K +192 +0.5%
SHGA
1104
Sand Hill Global Advisors
California
$2.63M -$29.1K -386 -1%
BWL
1105
Bogart Wealth LLC
Virginia
$2.63M +$5.27K +70 +0.2%
SACTSONJ
1106
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.63M
MMG
1107
Monetary Management Group
Missouri
$2.63M +$5.87K +78 +0.2%
AA
1108
ALPS Advisors
Colorado
$2.62M +$1.07M +14,149 +66%
NNP
1109
Nachman Norwood & Parrott
South Carolina
$2.62M -$21.4K -284 -0.8%
EVM
1110
Evelyn V. Moreno
$2.61M -$38.3K -509 -1%
SWA
1111
SFMG Wealth Advisors
Texas
$2.6M +$331K +4,395 +14%
BCP
1112
Blue Chip Partners
Michigan
$2.59M -$101K -1,339 -4%
ST
1113
Smithfield Trust
Pennsylvania
$2.59M +$43.5K +578 +2%
SIM
1114
Stratos Investment Management
Ohio
$2.58M +$478K +6,346 +22%
BP
1115
BBR Partners
New York
$2.58M -$795K -10,563 -23%
BPA
1116
Beacon Pointe Advisors
California
$2.57M +$634K +8,426 +32%
CVM
1117
Cheviot Value Management
California
$2.56M -$9.34K -124 -0.4%
ECM
1118
EagleClaw Capital Management
Massachusetts
$2.55M -$598K -7,938 -19%
TI
1119
Truehand Inc
New Hampshire
$2.54M -$94.9K -1,260 -4%
AIL
1120
AGF Investments LLC
Ontario, Canada
$2.54M +$355K +4,711 +16%
CM
1121
Columbus Macro
Pennsylvania
$2.54M -$110K -1,460 -4%
FHB
1122
First Hawaiian Bank
Hawaii
$2.54M +$2.86K +38 +0.1%
SC
1123
SouthState Corp
Florida
$2.52M +$26.2K +348 +1%
SCP
1124
Shorepoint Capital Partners
Massachusetts
$2.52M +$10.8K +143 +0.4%
MBTD
1125
Mechanics Bank - Trust Department
California
$2.51M +$60.8K +807 +2%

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.