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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
SP
1526
Symmetry Partners
Connecticut
$1.13M +$1.15M +15,339 New
CC
1527
Cypress Capital
Tennessee
$1.13M +$1.15M +15,311 New
FSA
1528
Franklin Street Advisors
North Carolina
$1.13M -$17.5K -232 -1%
SC
1529
Saturna Capital
Washington
$1.13M
CA
1530
Cambridge Advisors
Nebraska
$1.12M +$753 +10 +0.1%
NAMP
1531
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.12M
LOIM
1532
Liberty One Investment Management
Illinois
$1.12M +$54.2K +720 +5%
BW
1533
Bison Wealth
Georgia
$1.12M +$6.93K +92 +0.6%
Loomis, Sayles & Company
1534
Loomis, Sayles & Company
Massachusetts
$1.11M -$440M -5,839,501 -100%
PCG
1535
Private Capital Group
Connecticut
$1.11M -$43.8K -582 -4%
APW
1536
Aurora Private Wealth
New Jersey
$1.11M -$959K -12,741 -46%
NHC
1537
Nicholas Hoffman & Company
Georgia
$1.11M +$14.4K +191 +1%
BWM
1538
BT Wealth Management
Georgia
$1.11M -$15.8K -210 -1%
PWM
1539
PBMares Wealth Management
Virginia
$1.1M +$75 +1 +0%
CP
1540
Covenant Partners
Tennessee
$1.1M
CIA
1541
CSat Investment Advisory
Michigan
$1.09M +$276K +3,665 +33%
AIA
1542
Angeles Investment Advisors
California
$1.09M +$42.1K +559 +4%
TI
1543
Tidal Investments
Wisconsin
$1.09M +$275K +3,653 +33%
NA
1544
Navellier & Associates
Nevada
$1.09M +$823K +10,926 +281%
PMA
1545
Prudent Man Advisors
Illinois
$1.09M +$1.11M +14,806 New
BSA
1546
Bull Street Advisors
Georgia
$1.09M +$2.03K +27 +0.2%
SWM
1547
Segment Wealth Management
Texas
$1.09M -$126K -1,674 -10%
CGA
1548
Crescent Grove Advisors
Illinois
$1.09M +$2.71K +36 +0.2%
KMWM
1549
Keudell/Morrison Wealth Management
Oregon
$1.08M +$7.45K +99 +0.7%
ICM
1550
IMS Capital Management
Oregon
$1.07M +$124K +1,653 +13%

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.