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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
RBFC
1501
Roman Butler Fullerton & Co
Missouri
$1.21M +$1.23M +16,331 New
BHTS
1502
Bar Harbor Trust Services
Maine
$1.2M +$36.5K +485 +3%
FI
1503
FormulaFolio Investments
Michigan
$1.2M +$249K +3,313 +26%
CC
1504
Claybrook Capital
Massachusetts
$1.2M +$947K +12,576 +343%
THWM
1505
Taylor Hoffman Wealth Management
Virginia
$1.2M +$284K +3,773 +30%
CA
1506
Calton & Associates
Florida
$1.18M +$69.2K +919 +6%
SJIM
1507
St. Johns Investment Management
Florida
$1.18M +$97.2K +1,291 +9%
CCG
1508
Ceeto Capital Group
Florida
$1.17M
TIP
1509
Torray Investment Partners
Maryland
$1.17M -$124K -1,646 -9%
TSWM
1510
Triangle Securities Wealth Management
North Carolina
$1.17M +$31.6K +420 +3%
SCP
1511
Sandhill Capital Partners
New York
$1.17M +$83.6K +1,111 +8%
OPS
1512
Orion Portfolio Solutions
Nebraska
$1.17M +$321K +4,268 +37%
6M
1513
6 Meridian
Kansas
$1.16M -$849K -11,284 -42%
BBNA
1514
Bremer Bank National Association
Minnesota
$1.16M +$22.4K +298 +2%
HPC
1515
Hobart Private Capital
North Carolina
$1.16M +$75.3K +1,000 +7%
YWP
1516
YorkBridge Wealth Partners
New York
$1.16M +$301 +4 +0%
AII
1517
AGF Investments Inc
Ontario, Canada
$1.15M +$74.8K +993 +7%
PTP
1518
Platform Technology Partners
New York
$1.15M -$4.82K -64 -0.4%
AWM
1519
Altavista Wealth Management
North Carolina
$1.14M
HI
1520
Human Investing
Oregon
$1.14M -$92.5K -1,229 -7%
GTCM
1521
Gyon Technologies Capital Management
New Jersey
$1.14M +$386K +5,130 +50%
PGA
1522
Portland Global Advisors
Maine
$1.14M
BHB
1523
Bank Hapoalim BM
Israel
$1.14M
DI
1524
Diligent Investors
California
$1.14M -$42.3K -562 -4%
BWM
1525
BCS Wealth Management
Tennessee
$1.13M -$19.8K -263 -2%

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.