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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
CC
1226
Centiva Capital
New York
$2.05M +$1.31M +17,386 +168%
GAG
1227
GM Advisory Group
New York
$2.04M +$152K +2,015 +8%
KFS
1228
Kurt F. Somerville
$2.03M -$19.6K -260 -0.9%
NFG
1229
Next Financial Group
Texas
$2.03M -$142K -1,881 -6%
SC
1230
Stolper & Co
Oklahoma
$2.03M -$140K -1,860 -6%
PG
1231
Patten Group
Tennessee
$2.03M +$125K +1,656 +6%
IA
1232
Icon Advisers
Colorado
$2.03M -$4.01M -53,330 -66%
CFA
1233
Carroll Financial Associates
North Carolina
$2.02M +$46K +611 +2%
TPA
1234
Trivium Point Advisory
Connecticut
$2.02M +$23.9K +317 +1%
SP
1235
SWS Partners
Ohio
$2.01M +$70.5K +936 +4%
ESB
1236
Essex Savings Bank
Connecticut
$2.01M -$10.2K -135 -0.5%
SBSB
1237
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.01M +$6.1K +81 +0.3%
PRS
1238
Pinkerton Retirement Specialists
Idaho
$2M +$860K +11,425 +73%
WOSD
1239
WFA of San Diego
California
$2M +$1.78M +23,680 New
RM
1240
Resource Management
Louisiana
$1.99M +$12.1K +161 +0.6%
PFSC
1241
Peoples Financial Services Corp
Pennsylvania
$1.99M +$72.9K +969 +4%
SWMG
1242
Signature Wealth Management Group
Georgia
$1.99M +$1.45M +19,316 +253%
FC
1243
Forte Capital
New York
$1.98M +$71.6K +951 +4%
HDIM
1244
Hanson & Doremus Investment Management
Vermont
$1.98M -$675K -8,968 -25%
JCM
1245
Janney Capital Management
Pennsylvania
$1.97M +$182K +2,415 +10%
LJAC
1246
L.J. Altfest & Co
New York
$1.96M +$385K +5,112 +24%
MHS
1247
M Holdings Securities
Oregon
$1.95M -$765K -10,165 -28%
RCAG
1248
Rehmann Capital Advisory Group
Michigan
$1.95M -$38.8K -516 -2%
GWI
1249
Grace & White Inc
New York
$1.95M
GWCM
1250
Godshalk Welsh Capital Management
Pennsylvania
$1.94M -$59.9K -796 -3%

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.