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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
BP
1151
Ballentine Partners
Massachusetts
$2.36M +$37.9K +504 +2%
SWA
1152
Stratos Wealth Advisors
Ohio
$2.35M +$1.82M +24,152 +312%
IC
1153
Inscription Capital
Texas
$2.35M +$265K +3,521 +13%
PIM
1154
Penobscot Investment Management
Massachusetts
$2.35M -$49.7K -660 -2%
OIA
1155
OneDigital Investment Advisors
Kansas
$2.33M -$457K -6,065 -16%
FM
1156
Foster & Motley
Ohio
$2.33M +$478K +6,343 +25%
HIC
1157
Holderness Investments Company
North Carolina
$2.33M +$159K +2,113 +7%
WG
1158
Watchman Group
Texas
$2.33M +$2.38M +31,608 New
PWMG
1159
Prestige Wealth Management Group
New Jersey
$2.33M -$53.7K -713 -2%
FIM
1160
Frontier Investment Management
Texas
$2.33M +$825K +10,957 +53%
SCP
1161
Stamos Capital Partners
California
$2.32M -$1.74M -23,172 -42%
WB
1162
Webster Bank
Connecticut
$2.32M +$98.5K +1,308 +4%
WMSA
1163
Weiss Multi-Strategy Advisers
New York
$2.32M +$467K +6,207 +25%
COI
1164
Connable Office Inc
Michigan
$2.32M -$239K -3,181 -9%
PCM
1165
Prelude Capital Management
New York
$2.32M +$2.35M +31,227 +18,699%
TIM
1166
Thompson Investment Management
Wisconsin
$2.31M -$2.33K -31 -0.1%
MWM
1167
Minot Wealth Management
Massachusetts
$2.31M +$777K +10,320 +49%
FLI
1168
Family Legacy Inc
South Carolina
$2.31M -$5.95K -79 -0.3%
CAS
1169
Cascadia Advisory Services
Oregon
$2.3M +$2.35M +31,208 New
DPIM
1170
Duff & Phelps Investment Management
Illinois
$2.3M +$61.6K +818 +3%
TA
1171
Tiedemann Advisors
New York
$2.3M -$35.2K -468 -1%
MSA
1172
Marino Stram & Associates
Massachusetts
$2.29M +$501K +6,661 +27%
ACM
1173
AlphaCrest Capital Management
New York
$2.29M +$662K +8,799 +39%
OTPPB
1174
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.28M -$3.87M -51,393 -62%
MPM
1175
Meritage Portfolio Management
Kansas
$2.28M -$1.26M -16,775 -35%

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.