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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
APG
1601
Abacus Planning Group
South Carolina
$971K +$20.2K +268 +2%
QI
1602
Qtron Investments
Massachusetts
$970K -$571K -7,587 -37%
PC
1603
Port Capital
Illinois
$970K +$3.46K +46 +0.4%
RCIM
1604
Red Cedar Investment Management
Michigan
$970K +$990K +13,148 New
PFM
1605
Parsec Financial Management
North Carolina
$967K -$176K -2,332 -15%
BONST
1606
Bank of Nova Scotia Trust
Ontario, Canada
$964K +$569K +7,561 +137%
GWS
1607
Glassman Wealth Services
Virginia
$963K +$477K +6,331 +94%
SCG
1608
Sonata Capital Group
Washington
$960K +$151 +2 +0%
RHP
1609
Royal Harbor Partners
Texas
$958K +$977K +12,976 New
ATPW
1610
Ashton Thomas Private Wealth
Arizona
$956K +$17.8K +237 +2%
FMT
1611
First Mercantile Trust
Tennessee
$955K -$22.9K -304 -2%
DC
1612
Diametric Capital
Massachusetts
$955K +$974K +12,944 New
JIP
1613
Jaffetilchin Investment Partners
Florida
$953K +$125K +1,658 +15%
AI
1614
Accredited Investors
Minnesota
$952K +$2.18K +29 +0.2%
KCPG
1615
Kavar Capital Partners Group
Kansas
$952K +$665K +8,829 +217%
KWA
1616
KCS Wealth Advisory
California
$950K +$4.82K +64 +0.5%
OAM
1617
Occidental Asset Management
California
$949K -$11.8K -157 -1%
WPP
1618
Whalerock Point Partners
Rhode Island
$938K -$87.4K -1,161 -8%
CA
1619
Capital Advantage
California
$938K
NAS
1620
Nicolet Advisory Services
Wisconsin
$937K +$77.7K +1,032 +9%
SFM
1621
Signet Financial Management
New Jersey
$936K -$877K -11,655 -49%
WWM
1622
Windsor Wealth Management
Indiana
$934K +$7.6K +101 +0.8%
FBT
1623
First Bank & Trust
South Dakota
$930K +$136K +1,810 +17%
MSFP
1624
Mark Sheptoff Financial Planning
Connecticut
$929K -$103K -1,362 -10%
CCM
1625
Community Capital Management
Florida
$928K +$103K +1,362 +12%

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.