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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
MG
1651
Mather Group
Illinois
$885K +$591K +7,852 +190%
ACG
1652
Allen Capital Group
Nebraska
$882K -$12K -160 -1%
CCM
1653
Cribstone Capital Management
Maine
$877K +$36.6K +486 +4%
VWA
1654
Visionary Wealth Advisors
Illinois
$875K +$89.5K +1,189 +11%
HCM
1655
Hall Capital Management
Rhode Island
$871K +$41.7K +554 +5%
GSWM
1656
Golden State Wealth Management
California
$871K +$409K +5,437 +85%
AA
1657
Apriem Advisors
California
$870K +$16.2K +215 +2%
BFO
1658
Biltmore Family Office
North Carolina
$867K +$376 +5 +0%
CPIG
1659
Chicago Partners Investment Group
Illinois
$867K +$20.5K +272 +2%
WA
1660
Wealth Architects
California
$865K -$3.01K -40 -0.3%
SIP
1661
Stoneridge Investment Partners
Pennsylvania
$863K -$1.59M -21,082 -64%
NB
1662
Northwest Bancshares
Pennsylvania
$861K +$147K +1,948 +20%
IRC
1663
Investors Research Corp
Georgia
$860K
WFM
1664
Wolff Financial Management
Michigan
$859K +$75 +1 +0%
KM
1665
Kalos Management
Georgia
$859K +$226 +3 +0%
SCM
1666
Schnieders Capital Management
California
$858K +$37.6K +499 +4%
GC
1667
Gilbert & Cook
Iowa
$857K +$66.9K +889 +8%
Assenagon Asset Management
1668
Assenagon Asset Management
Luxembourg
$852K -$3.42M -45,379 -80%
PFS
1669
Physicians Financial Services
North Carolina
$851K
WP
1670
WealthSource Partners
California
$845K -$381K -5,066 -31%
NJBEST
1671
New Jersey Better Educational Savings Trust
New Jersey
$843K
FMTCOCP
1672
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$841K -$5.42K -72 -0.6%
HFM
1673
Harvest Fund Management
China
$841K -$4.22K -56 -0.5%
Credit Agricole
1674
Credit Agricole
France
$833K +$235K +3,125 +38%
AWM
1675
Avior Wealth Management
Nebraska
$832K -$315K -4,180 -27%

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.