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
NAM
1376
NTV Asset Management
West Virginia
$1.55M -$23K -306 -1%
NAM
1377
Nexpoint Asset Management
Texas
$1.55M -$552K -7,336 -26%
Qube Research & Technologies (QRT)
1378
Qube Research & Technologies (QRT)
United Kingdom
$1.54M +$1.57M +20,811 New
PGIM
1379
Pacific Global Investment Management
California
$1.52M +$21.7K +288 +1%
APWA
1380
Atlas Private Wealth Advisors
New Jersey
$1.52M +$1.55M +20,584 New
VWA
1381
V Wealth Advisors
Kansas
$1.51M +$220K +2,923 +17%
SCA
1382
Sippican Capital Advisors
Massachusetts
$1.51M -$76.3K -1,014 -5%
WA
1383
WESPAC Advisors
California
$1.51M -$93.3K -1,239 -6%
PFA
1384
Pure Financial Advisors
California
$1.51M +$10.7K +142 +0.7%
HH
1385
Hilltop Holdings
Texas
$1.5M +$308K +4,092 +25%
PA
1386
Probity Advisors
Texas
$1.5M +$45.5K +605 +3%
BCM
1387
Buckhead Capital Management
Georgia
$1.5M +$28.5K +379 +2%
SRC
1388
Shufro Rose & Co
New York
$1.49M -$63.2K -839 -4%
WA
1389
Wealth Alliance
New York
$1.49M +$438K +5,814 +40%
AW
1390
ACG Wealth
Georgia
$1.49M -$113K -1,495 -7%
CAM
1391
CenterStar Asset Management
Illinois
$1.49M
FWM
1392
Frontier Wealth Management
Missouri
$1.48M +$6.1K +81 +0.4%
CBT
1393
Central Bank & Trust
Kentucky
$1.47M +$9.48K +126 +0.6%
PWSG
1394
Pacific Wealth Strategies Group
California
$1.47M +$12.6K +168 +0.9%
EWA
1395
Exencial Wealth Advisors
Oklahoma
$1.47M +$279K +3,705 +23%
NME
1396
Notis-McConarty Edward
$1.47M -$19.7K -262 -1%
VHAM
1397
Van Hulzen Asset Management
California
$1.47M +$54.4K +723 +4%
ADL
1398
Asset Dedication LLC
California
$1.46M +$127K +1,685 +9%
WANY
1399
Wealthspire Advisors (New York)
New York
$1.45M -$2.98M -39,644 -67%
VCM
1400
Virtue Capital Management
Tennessee
$1.45M +$1.48M +19,614 New

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.