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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
PIMG
1576
Patriot Investment Management Group
Tennessee
$1M +$103K +1,365 +11%
OIA
1577
Optimum Investment Advisors
Illinois
$1M -$13.8K -183 -1%
OSAM
1578
O'Shaughnessy Asset Management
Connecticut
$1M +$812K +10,792 +388%
VWM
1579
Vigilare Wealth Management
Arizona
$1M +$5.42K +72 +0.5%
TWA
1580
TCI Wealth Advisors
Arizona
$998K +$31.4K +417 +3%
SC
1581
Schulhoff & Co
Ohio
$997K
BCB
1582
Brian C. Broderick
$996K -$35.5K -472 -3%
MMHP
1583
Murphy Middleton Hinkle & Parker
Georgia
$996K +$1.13K +15 +0.1%
TPWA
1584
TRUE Private Wealth Advisors
Oregon
$991K +$32.1K +427 +3%
XF
1585
XML Financial
Maryland
$987K +$65.6K +872 +7%
HJGA
1586
Hardman Johnston Global Advisors
Connecticut
$986K
RIA
1587
Realta Investment Advisors
Delaware
$986K +$193K +2,570 +24%
AL
1588
Aspiriant LLC
California
$983K -$109K -1,443 -10%
FWP
1589
FAS Wealth Partners
Kansas
$983K +$6.02K +80 +0.6%
MWM
1590
Madison Wealth Management
Ohio
$982K +$180K +2,387 +22%
VSWA
1591
Vontobel Swiss Wealth Advisors
Switzerland
$981K
MCM
1592
Marathon Capital Management
Maryland
$979K -$4.74K -63 -0.5%
GIP
1593
Granite Investment Partners
California
$978K
CPIA
1594
Cornell Pochily Investment Advisors
New York
$977K +$17.6K +234 +2%
RI
1595
Ridgewood Investments
New Jersey
$977K +$686K +9,118 +221%
AA
1596
Auxano Advisors
Washington
$974K -$318K -4,226 -24%
GRP
1597
Global Retirement Partners
California
$974K -$62.7K -833 -6%
CWM
1598
Centric Wealth Management
Illinois
$972K +$213K +2,831 +27%
CYG
1599
Clean Yield Group
Vermont
$971K
TBNY
1600
Trustco Bank (New York)
New York
$971K

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.