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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
FA
1401
FCG Advisors
New Jersey
$1.45M +$20.3K +270 +1%
AF
1402
Allworth Financial
California
$1.44M +$171K +2,274 +13%
PAM
1403
Peak Asset Management
Colorado
$1.44M +$319K +4,234 +28%
KOCAA
1404
Knights of Columbus Asset Advisors
Connecticut
$1.44M -$43.7K -580 -3%
WCM
1405
Windsor Capital Management
Arizona
$1.44M +$475K +6,307 +48%
RMC
1406
Resources Management Corp
Connecticut
$1.44M +$91.5K +1,216 +7%
BAM
1407
Brave Asset Management
New Jersey
$1.44M -$13.2K -175 -0.9%
HWM
1408
Hohimer Wealth Management
Washington
$1.43M -$4.59K -61 -0.3%
LF
1409
Lee Financial
Texas
$1.43M +$27.6K +366 +2%
BOPW
1410
Brandywine Oak Private Wealth
Pennsylvania
$1.42M -$81.3K -1,080 -5%
IIC
1411
Integrated Investment Consultants
Michigan
$1.42M +$2.86K +38 +0.2%
WHG
1412
Westwood Holdings Group
Texas
$1.42M -$315K -4,189 -18%
CIG
1413
Cairn Investment Group
Washington
$1.42M -$28K -372 -2%
CAN
1414
Claraphi Advisory Network
United States
$1.41M +$20.9K +278 +1%
PWAP
1415
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.41M
JIC
1416
Joel Isaacson & Co
New York
$1.41M +$26.3K +350 +2%
BMC
1417
Beaton Management Company
Massachusetts
$1.41M -$7.91K -105 -0.5%
IAMOG
1418
Investors Asset Management of Georgia
Georgia
$1.41M -$3.99K -53 -0.3%
UCMOK
1419
United Capital Management of KS
Kansas
$1.4M +$92K +1,222 +7%
HAIM
1420
Hunter Associates Investment Management
Pennsylvania
$1.4M +$231K +3,065 +19%
ARMT
1421
Amica Retiree Medical Trust
Rhode Island
$1.4M
RDWM
1422
Red Door Wealth Management
Tennessee
$1.4M +$155K +2,062 +12%
PCMI
1423
Paradigm Capital Management Inc
New York
$1.39M
QIM
1424
Quest Investment Management
Oregon
$1.39M
CC
1425
Chicago Capital
Illinois
$1.39M

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.