We are live on ! Find out more

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
SWA
1351
Sutton Wealth Advisors
Florida
$1.61M -$376 -5 -0%
WWM
1352
Western Wealth Management
Colorado
$1.61M +$148K +1,970 +10%
AIC
1353
Archer Investment Corporation
Indiana
$1.61M -$41.3K -549 -2%
LCM
1354
Leisure Capital Management
California
$1.6M +$43K +571 +3%
AC
1355
Asio Capital
Kentucky
$1.6M +$131K +1,742 +9%
IC
1356
Inverness Counsel
New York
$1.6M -$28.8K -382 -2%
NG
1357
Northstar Group
New York
$1.6M +$368K +4,889 +29%
MFG
1358
Magnus Financial Group
New York
$1.59M -$66K -877 -4%
MFW
1359
Meristem Family Wealth
Minnesota
$1.59M +$13.1K +174 +0.8%
FIB
1360
First Interstate Bank
Montana
$1.59M -$377K -5,012 -19%
GW
1361
GW & Wade
Massachusetts
$1.59M +$3.09K +41 +0.2%
EWM
1362
Evermay Wealth Management
Virginia
$1.58M +$214K +2,841 +15%
FAM
1363
Formidable Asset Management
Ohio
$1.58M +$18.7K +249 +1%
LPIC
1364
LeJeune Puetz Investment Counsel
Michigan
$1.58M -$3.99K -53 -0.2%
MWM
1365
Mission Wealth Management
California
$1.58M +$226K +3,001 +16%
CCM
1366
Coe Capital Management
Illinois
$1.57M +$101K +1,348 +7%
VPIM
1367
Vanguard Personalized Indexing Management
California
$1.57M +$106K +1,402 +7%
MYIA
1368
Mount Yale Investment Advisors
Colorado
$1.57M +$187K +2,488 +13%
HL
1369
HeadInvest LLC
Maine
$1.57M +$30.3K +402 +2%
EH
1370
Equitable Holdings
New York
$1.57M +$172K +2,289 +12%
FCT
1371
Family Capital Trust
Massachusetts
$1.56M
MWA
1372
Meridian Wealth Advisors
Texas
$1.56M +$105K +1,392 +7%
SOAMC
1373
Spirit of America Management Corp
New York
$1.56M +$276K +3,668 +21%
CA
1374
Continental Advisors
Utah
$1.56M
FANJ
1375
Financial Architects (New Jersey)
New Jersey
$1.55M -$3.84K -51 -0.2%

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.