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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
PTB
1126
Pioneer Trust Bank
Oregon
$2.51M +$109K +1,446 +4%
AIM
1127
Anchor Investment Management
South Carolina
$2.51M -$45.2K -601 -2%
FA
1128
FMA Advisory
Pennsylvania
$2.5M +$5.42K +72 +0.2%
S
1129
Seeyond
France
$2.5M -$5.8M -77,108 -69%
IA
1130
IndexIQ Advisors
New York
$2.49M +$449K +5,961 +21%
MCM
1131
Monument Capital Management
Virginia
$2.49M -$127K -1,692 -5%
SAM
1132
Secure Asset Management
Michigan
$2.49M +$261K +3,473 +11%
GL
1133
Graypoint LLC
New York
$2.48M +$245K +3,251 +11%
MCM
1134
McMillion Capital Management
North Carolina
$2.47M -$568K -7,550 -18%
CWG
1135
Cornerstone Wealth Group
North Carolina
$2.47M +$112K +1,486 +5%
RTC
1136
Riverview Trust Company
Washington
$2.46M
PCAP
1137
Pratt Collard Advisory Partners
New York
$2.46M +$1.35K +18 +0.1%
KFBMI
1138
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.45M
JWCA
1139
J.W. Cole Advisors
Florida
$2.45M +$2.19M +29,126 +724%
SCM
1140
Stonebridge Capital Management
California
$2.44M +$109K +1,446 +5%
BBWA
1141
Bell & Brown Wealth Advisors
California
$2.43M +$42.2K +561 +2%
ACM
1142
Alpha Capital Management
Texas
$2.43M +$45.5K +604 +2%
UCI
1143
Uncommon Cents Investing
Wisconsin
$2.43M -$5.87K -78 -0.2%
HCA
1144
Horan Capital Advisors
Ohio
$2.42M -$33.6K -446 -1%
BWAM
1145
Boyd Watterson Asset Management
Ohio
$2.41M -$979 -13 -0%
HCA
1146
Harbour Capital Advisors
Virginia
$2.41M +$148K +1,965 +6%
MIAN
1147
Mariner Independent Advisor Network
Kansas
$2.38M -$706K -9,373 -23%
HIA
1148
Harbor Investment Advisory
Maryland
$2.37M +$250K +3,318 +12%
RFM
1149
Royal Fund Management
Florida
$2.37M +$397K +5,279 +20%
MAM
1150
Morse Asset Management
Connecticut
$2.36M +$237K +3,144 +11%

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.