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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
IWC
1176
Integrated Wealth Concepts
Massachusetts
$2.28M +$70.2K +933 +3%
HIC
1177
Harvey Investment Company
Kentucky
$2.28M
MCP
1178
Mirador Capital Partners
California
$2.27M +$35.3K +469 +2%
BFC
1179
Blue Fin Capital
Rhode Island
$2.27M +$37.1K +493 +2%
CFG
1180
Citizens Financial Group
Rhode Island
$2.26M -$108K -1,428 -4%
CFN
1181
Cordasco Financial Network
Florida
$2.26M +$78.9K +1,048 +4%
CCWA
1182
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.26M +$2.3M +30,584 New
PBT
1183
Pictet Bank & Trust
Bahamas
$2.26M -$230K -3,050 -9%
DHFB
1184
Dixon Hubard Feinour & Brown
Virginia
$2.25M -$37.9K -503 -2%
PGAM
1185
Princeton Global Asset Management
New Jersey
$2.25M +$2.06M +27,353 +860%
IC
1186
IEQ Capital
California
$2.25M -$463K -6,154 -17%
PVWM
1187
Point View Wealth Management
New Jersey
$2.25M +$21.5K +286 +0.9%
AWM
1188
Aries Wealth Management
Maine
$2.24M +$39.8K +529 +2%
CIAS
1189
Capital Investment Advisory Services
North Carolina
$2.24M +$21.5K +286 +1%
TRCT
1190
Tower Research Capital (TRC)
New York
$2.22M +$1.6M +21,221 +239%
GCM
1191
Gables Capital Management
Florida
$2.22M +$48.2K +640 +2%
CCM
1192
Chilton Capital Management
Texas
$2.2M -$51.3K -681 -2%
CL
1193
CPWM LLC
Washington
$2.2M +$747K +9,926 +50%
IB
1194
Intrust Bank
Kansas
$2.2M -$101K -1,345 -4%
CCA
1195
Checchi Capital Advisers
California
$2.19M -$6.78K -90 -0.3%
FCCM
1196
First City Capital Management
Georgia
$2.18M +$78.4K +1,042 +4%
BCM
1197
Beddow Capital Management
Wyoming
$2.18M -$244K -3,245 -10%
GDP
1198
Great Diamond Partners
Maine
$2.18M -$194K -2,574 -8%
UR
1199
USCA RIA
Texas
$2.17M -$80.3K -1,066 -3%
WG
1200
Welch Group
Alabama
$2.17M +$569K +7,556 +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.