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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
DMC
1276
Drexel Morgan & Co
Pennsylvania
$1.84M +$7.3K +97 +0.4%
SIAP
1277
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.84M +$84.6K +1,124 +5%
OA
1278
Oak Associates
Ohio
$1.84M -$121K -1,603 -6%
W
1279
Wealthquest
Ohio
$1.83M +$1.87M +24,856 New
PPW
1280
Parcion Private Wealth
Washington
$1.83M +$26.5K +352 +1%
IPW
1281
Inlet Private Wealth
Florida
$1.83M -$23.7K -315 -1%
NL
1282
NKCFO LLC
Illinois
$1.83M
BFA
1283
Brendel Financial Advisors
New Hampshire
$1.82M
OCM
1284
Orleans Capital Management
Louisiana
$1.82M +$1.86M +24,707 New
KWMG
1285
King Wealth Management Group
Florida
$1.82M +$169K +2,245 +10%
9WM
1286
9258 Wealth Management
Ohio
$1.82M +$43.9K +583 +2%
CGL
1287
Clarius Group LLC
Washington
$1.81M +$205K +2,728 +13%
ACP
1288
Aviance Capital Partners
Florida
$1.81M -$15.8K -210 -0.8%
KFGK
1289
Keystone Financial Group (Kentucky)
Kentucky
$1.8M -$5.87K -78 -0.3%
HI
1290
Hudock Inc
Pennsylvania
$1.8M -$1.96K -26 -0.1%
WOC
1291
West Oak Capital
California
$1.8M -$13.4K -178 -0.7%
PMG
1292
ProVise Management Group
Florida
$1.79M -$132K -1,757 -7%
KFI
1293
Key Financial Inc
Pennsylvania
$1.79M +$158K +2,097 +9%
WA
1294
WBH Advisory
Maryland
$1.79M -$8.36K -111 -0.5%
GCM
1295
Glynn Capital Management
California
$1.78M
MOS
1296
MGO One Seven
Ohio
$1.78M -$83.2K -1,105 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1297
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.77M -$45.4M -602,525 -96%
PAM
1298
Pegasus Asset Management
New York
$1.77M +$38.7K +514 +2%
CWS
1299
Cypress Wealth Services
California
$1.77M -$47K -624 -3%
GFA
1300
Gifford Fong Associates
California
$1.77M +$1.58M +20,960 +690%

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.