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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
BC
1626
Belmont Capital
California
$926K
OCG
1627
Opus Capital Group
Ohio
$926K +$301K +3,997 +47%
NIA
1628
Northstar Investment Advisors
Colorado
$923K
OCM
1629
Osterweis Capital Management
California
$921K -$4.74K -63 -0.5%
MGIA
1630
Moneta Group Investment Advisors
Missouri
$920K +$102K +1,353 +12%
NSAM
1631
North Star Asset Management
Wisconsin
$920K +$132K +1,749 +16%
KPCM
1632
Kings Point Capital Management
New York
$919K -$48.4K -643 -5%
CF
1633
Centaurus Financial
California
$917K -$6.7K -89 -0.7%
HPCM
1634
High Pointe Capital Management
Illinois
$916K +$935K +12,419 New
WGA
1635
Weather Gauge Advisory
Virginia
$912K -$85.6K -1,137 -8%
SWP
1636
Summit Wealth Partners
Florida
$906K +$7.15K +95 +0.8%
IA
1637
IFG Advisory
Georgia
$905K +$56.2K +746 +6%
AA
1638
Argent Advisors
Louisiana
$905K +$77.8K +1,033 +9%
WCM
1639
Wunderlich Capital Managemnt
Tennessee
$904K +$34.3K +456 +4%
DA
1640
Dillon & Associates
Michigan
$904K +$155K +2,060 +20%
SAM
1641
Security Asset Management
New York
$901K
KFA
1642
Kelleher Financial Advisors
New York
$898K +$75 +1 +0%
AFC
1643
AFT Forsyth & Company
Florida
$897K -$43K -571 -4%
Edgewood Management
1644
Edgewood Management
Connecticut
$897K
FL
1645
Fort LP
Maryland
$896K -$1.52M -20,199 -62%
FBB
1646
Fulton Breakefield Broenniman
Maryland
$896K +$5.87K +78 +0.6%
MCWS
1647
McKinley Carter Wealth Services
West Virginia
$893K -$82.5K -1,096 -8%
SWM
1648
Sculati Wealth Management
Michigan
$889K +$14.1K +187 +2%
WCA
1649
Windsor Creek Advisors
Vermont
$889K +$907K +12,052 New
SMC
1650
Smith, Moore & Co
Missouri
$886K -$11.7K -155 -1%

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.