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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
MAM
1426
Mastrapasqua Asset Management
Tennessee
$1.38M +$129K +1,719 +10%
BWP
1427
Bernardo Wealth Planning
Pennsylvania
$1.38M +$16.4K +218 +1%
CT
1428
Columbia Trust
Oregon
$1.38M +$35.5K +471 +3%
WSCM
1429
Wellington Shields Capital Management
New York
$1.38M -$770K -10,227 -35%
SLG
1430
Stanley-Laman Group
Pennsylvania
$1.38M +$56.8K +754 +4%
IA
1431
IFP Advisors
Florida
$1.38M +$41K +545 +3%
WA1
1432
Wimmer Associates 1
California
$1.37M -$79.3K -1,054 -6%
MBT
1433
Montecito Bank & Trust
California
$1.37M +$34.6K +460 +3%
AAM
1434
Aureus Asset Management
Massachusetts
$1.37M -$116K -1,544 -8%
MC
1435
Martin & Co
Tennessee
$1.36M +$5.8K +77 +0.4%
WI
1436
Wintrust Investments
Illinois
$1.36M +$31.4K +417 +2%
CFG
1437
Capstone Financial Group
Oklahoma
$1.36M +$187K +2,487 +16%
QCG
1438
Quadrant Capital Group
Ohio
$1.36M -$691K -9,176 -33%
DC
1439
DeDora Capital
California
$1.35M +$396K +5,264 +40%
NCM
1440
Noesis Capital Mangement
Florida
$1.35M -$6.85K -91 -0.5%
SBA
1441
Secrest Blakey & Associates
North Carolina
$1.35M +$226 +3 +0%
BEC
1442
Blue Edge Capital
Virginia
$1.35M +$30.3K +403 +2%
VNIM
1443
Vaughan Nelson Investment Management
Texas
$1.34M
EAMA
1444
EFG Asset Management (Americas)
Florida
$1.33M +$1.36M +18,096 New
CAG
1445
Csenge Advisory Group
Florida
$1.33M +$258K +3,428 +23%
JT
1446
Jump Trading
Illinois
$1.33M +$1.36M +18,021 New
QPWM
1447
Quadrant Private Wealth Management
Pennsylvania
$1.33M +$385K +5,117 +40%
BG
1448
Berry Group
Massachusetts
$1.33M +$226 +3 +0%
EF
1449
Empirical Finance
Pennsylvania
$1.33M +$182K +2,415 +16%
ZCA
1450
Zeke Capital Advisors
Pennsylvania
$1.32M -$359K -4,766 -21%

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.