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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
BIA
1476
Bigelow Investment Advisors
Maine
$1.26M +$23.1K +307 +2%
KC
1477
Knuff & Co
California
$1.26M +$101K +1,336 +9%
OPTFSNA
1478
Old Point Trust & Financial Services N A
Virginia
$1.25M -$79.1K -1,051 -6%
IBOK
1479
Independence Bank of Kentucky
Kentucky
$1.25M +$255K +3,390 +25%
AAM
1480
Azzad Asset Management
Virginia
$1.25M -$32.8K -436 -3%
FIM
1481
Freedom Investment Management
Connecticut
$1.25M +$452 +6 +0%
CFA
1482
Camarda Financial Advisors
Florida
$1.25M -$94.7K -1,258 -7%
CI
1483
Capital International
California
$1.24M -$94.6K -1,257 -7%
SLT
1484
St Louis Trust
Missouri
$1.24M
SSWM
1485
Sheets Smith Wealth Management
North Carolina
$1.24M +$5.5K +73 +0.4%
AL
1486
Arnhold LLC
New York
$1.24M
FAIM
1487
Financial Advocates Investment Management
Washington
$1.24M +$87.9K +1,168 +7%
WBC
1488
West Branch Capital
Massachusetts
$1.24M +$314K +4,177 +33%
MMPW
1489
Mitchell McLeod Pugh & Williams
Alabama
$1.24M +$247K +3,280 +24%
AFS
1490
Access Financial Services
Minnesota
$1.24M +$1.26M +16,791 New
AWM
1491
Atticus Wealth Management
Florida
$1.24M -$13.7K -182 -1%
EGA
1492
E&G Advisors
Texas
$1.23M -$38.6K -513 -3%
CWP
1493
CFM Wealth Partners
Texas
$1.23M +$334K +4,441 +36%
RCM
1494
RNC Capital Management
California
$1.23M -$22.7K -302 -2%
LSAG
1495
Lake Street Advisors Group
New Hampshire
$1.23M +$27K +359 +2%
PCM
1496
Penserra Capital Management
California
$1.23M -$146K -1,939 -10%
IFG
1497
Independent Financial Group
California
$1.22M -$15.7K -209 -1%
TCWM
1498
Total Clarity Wealth Management
Illinois
$1.21M +$27.6K +367 +2%
HFBOT
1499
Home Federal Bank of Tennessee
Tennessee
$1.21M +$39.8K +529 +3%
WIM
1500
Waverton Investment Management
United Kingdom
$1.21M

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.