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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
CCM
1326
Compton Capital Management
Rhode Island
$1.69M +$43.4K +576 +3%
PCP
1327
Proficio Capital Partners
Massachusetts
$1.69M -$36.1K -480 -2%
SBWM
1328
Sunflower Bank Wealth Management
Arizona
$1.68M
EFSCE
1329
Enterprise Financial Services Corp (EFSC)
Missouri
$1.67M +$59K +784 +4%
LWAC
1330
Laurel Wealth Advisors (California)
California
$1.67M -$57.4K -762 -3%
ROTUOC
1331
Regents of the University of California
California
$1.67M
WSC
1332
Wellington Shields & Co
New York
$1.67M +$15.7K +209 +0.9%
CSM
1333
CAMG Solamere Management
North Carolina
$1.67M -$84.3K -1,120 -5%
FFG
1334
Fortem Financial Group
California
$1.66M -$186K -2,475 -10%
CFMC
1335
Curbstone Financial Management Corp
New Hampshire
$1.66M +$86.7K +1,152 +5%
QT
1336
Quantamental Technologies
New York
$1.66M +$1.69M +22,445 New
EP
1337
Eudaimonia Partners
Tennessee
$1.65M -$68.7K -912 -4%
PL
1338
Perpetual Ltd
Australia
$1.65M +$1.69M +22,403 New
MRCM
1339
M&R Capital Management
New Jersey
$1.65M -$944K -12,542 -36%
HTHT
1340
Hemenway Trust Hemenway Trust
New Hampshire
$1.65M +$54.1K +718 +3%
EIP
1341
Ellis Investment Partners
Pennsylvania
$1.65M +$34.8K +462 +2%
PK
1342
Pflug Koory
Nebraska
$1.64M -$7.53K -100 -0.4%
VFA
1343
Valeo Financial Advisors
Indiana
$1.64M +$335K +4,444 +25%
TNA
1344
True North Advisors
Texas
$1.64M +$979K +13,010 +142%
CWM
1345
Chesapeake Wealth Management
Virginia
$1.63M -$310K -4,116 -16%
BAM
1346
Belpointe Asset Management
Nevada
$1.63M -$499K -6,635 -23%
QCM
1347
Quest Capital Management
Texas
$1.62M +$44.9K +597 +3%
AMIM
1348
Aull & Monroe Investment Management
Alabama
$1.62M -$124K -1,643 -7%
FDCC
1349
Foster Dykema Cabot & Co
Massachusetts
$1.62M +$7.45K +99 +0.5%
DAM
1350
Deltec Asset Management
New York
$1.62M +$671K +8,908 +68%

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.