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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
GLLW
1451
Graves Light Lenhart Wealth
Virginia
$1.32M -$2.05M -27,266 -60%
DWM
1452
Dorchester Wealth Management
Quebec, Canada
$1.32M -$49.8K -661 -4%
MIAS
1453
Mason Investment Advisory Services
Virginia
$1.31M -$2.86K -38 -0.2%
GJIC
1454
Gamble Jones Investment Counsel
California
$1.31M -$40.2K -534 -3%
PIG
1455
Pantheon Investment Group
California
$1.31M +$137K +1,821 +11%
WCM
1456
Washington Capital Management
Washington
$1.31M -$256K -3,406 -16%
GC
1457
Grimes & Company
Massachusetts
$1.31M +$7.91K +105 +0.6%
RA
1458
RFG Advisory
Alabama
$1.3M +$130K +1,725 +11%
TW
1459
TrinityPoint Wealth
Connecticut
$1.3M -$527 -7 -0%
WAP
1460
Wealthcare Advisory Partners
Pennsylvania
$1.29M -$15.9K -211 -1%
MWM
1461
Mattern Wealth Management
Kansas
$1.29M
CI
1462
Cavalier Investments
Georgia
$1.29M +$1.31M +17,438 New
WTB
1463
Washington Trust Bank
Washington
$1.29M -$18.3K -243 -1%
TA
1464
TCG Advisors
Texas
$1.29M +$121K +1,613 +10%
DAM
1465
Delta Asset Management
Tennessee
$1.28M -$7.91K -105 -0.6%
WP
1466
WMS Partners
Maryland
$1.28M +$1.05K +14 +0.1%
FFA
1467
First Foundation Advisors
California
$1.28M -$70.1K -931 -5%
PMG
1468
Private Management Group
California
$1.28M -$19.7K -262 -1%
OGC
1469
Oak Grove Capital
New Hampshire
$1.28M +$583K +7,746 +81%
SWRP
1470
Summit Wealth & Retirement Planning
California
$1.27M +$151 +2 +0%
CRC
1471
Curi RMB Capital
Illinois
$1.27M -$2.88M -38,260 -69%
NL
1472
NWAM LLC
Washington
$1.27M +$110K +1,464 +9%
YIA
1473
YHB Investment Advisors
Connecticut
$1.27M -$29.5K -392 -2%
KA
1474
Kovack Advisors
Florida
$1.26M -$188K -2,498 -13%
AB
1475
Atlas Brown
Kentucky
$1.26M +$170K +2,252 +15%

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.