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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
HI
1551
Hoey Investments
Pennsylvania
$1.07M -$184K -2,449 -14%
BC
1552
Burleson & Co
California
$1.06M -$20.1K -267 -2%
PCM
1553
Poehling Capital Management
Wisconsin
$1.06M +$8.05K +107 +0.7%
KF
1554
Krilogy Financial
Missouri
$1.06M +$160K +2,132 +17%
CB
1555
CNB Bank
Pennsylvania
$1.05M +$117K +1,553 +12%
AFAS
1556
Acorn Financial Advisory Services
Virginia
$1.05M -$11.2K -149 -1%
IAIM
1557
International Assets Investment Management
Florida
$1.05M +$254K +3,379 +31%
HC
1558
Henshaw Capital
Massachusetts
$1.05M +$82.5K +1,096 +8%
DIM
1559
DC Investments Management
Virginia
$1.04M -$1.69M -22,447 -61%
BCP
1560
Blackhawk Capital Partners
Wisconsin
$1.04M +$1.07M +14,212 New
NCM
1561
Northwest Capital Management
Oregon
$1.04M +$1.35K +18 +0.1%
CFFP
1562
Center for Financial Planning
Michigan
$1.04M -$37.3K -495 -3%
CA
1563
Cornerstone Advisory
Maryland
$1.04M +$315K +4,185 +42%
WPA
1564
West Paces Advisors
Georgia
$1.03M +$464K +6,160 +78%
SAMH
1565
Shanda Asset Management Holdings
British Virgin Islands
$1.03M +$1.05M +13,973 New
HIM
1566
HawsGoodwin Investment Management
Tennessee
$1.03M -$141K -1,868 -12%
NFG
1567
Nations Financial Group
Iowa
$1.03M -$41.6K -553 -4%
FBFS
1568
First Business Financial Services
Wisconsin
$1.03M +$33K +438 +3%
CIA
1569
Covington Investment Advisors
Pennsylvania
$1.02M -$11.8K -157 -1%
ESCM
1570
Echo Street Capital Management
New York
$1.02M +$1.05M +13,896 New
EHWM
1571
Eads & Heald Wealth Management
Georgia
$1.02M +$580K +7,698 +125%
VNA
1572
Valley National Advisers
Pennsylvania
$1.02M +$24.8K +329 +2%
GIA
1573
Gladstone Institutional Advisory
Florida
$1.01M -$167K -2,224 -14%
CST
1574
Charles Schwab Trust
Nevada
$1.01M -$13.4K -178 -1%
PL
1575
Plancorp LLC
Missouri
$1.01M +$26.7K +355 +3%

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.