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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
WCA
1676
Westover Capital Advisors
Delaware
$832K +$594K +7,892 +234%
BWP
1677
BSW Wealth Partners
Colorado
$830K +$209K +2,770 +33%
PAM
1678
Premier Asset Management
Illinois
$829K -$53.2K -707 -6%
UF
1679
Univest Financial
Pennsylvania
$828K -$34.3K -456 -4%
V
1680
VeraBank
Texas
$820K
LC
1681
LCNB Corp
Ohio
$818K -$26.8K -356 -3%
BIM
1682
Barton Investment Management
Pennsylvania
$818K
CWA
1683
Carolina Wealth Advisors
South Carolina
$818K +$72.9K +968 +10%
TC
1684
Trust Company
Kansas
$815K +$637K +8,455 +326%
AWE
1685
Avidian Wealth Enterprises
Texas
$812K -$213K -2,835 -20%
MC
1686
Mathes Company
New York
$812K -$78.9K -1,048 -9%
JWBC
1687
J.W. Burns & Co
New York
$812K -$9.71K -129 -1%
AIM
1688
Allen Investment Management
New York
$812K -$2.18K -29 -0.3%
BEAM
1689
Baker Ellis Asset Management
Washington
$810K
FWM
1690
Foresight Wealth Management
Utah
$807K +$3.46K +46 +0.4%
AWM
1691
Absher Wealth Management
North Carolina
$806K +$16.9K +224 +2%
GAMC
1692
Garner Asset Management Corp
Texas
$806K +$56.8K +755 +7%
FFC
1693
First Financial Corp
Indiana
$804K -$6.02K -80 -0.7%
NL
1694
NVWM LLC
Pennsylvania
$801K +$21K +279 +3%
LRPA
1695
L. Roy Papp & Associates
Arizona
$800K +$9.94K +132 +1%
CHJWM
1696
Carlton Hofferkamp & Jenks Wealth Management
Texas
$800K +$232K +3,086 +41%
WMA
1697
Wealth Management Associates
New Jersey
$798K +$71.4K +949 +10%
BBI
1698
Baxter Bros Inc
Connecticut
$798K +$26.1K +347 +3%
BMM
1699
Buffington Mohr McNeal
Idaho
$797K +$113K +1,501 +16%
PFGIA
1700
Patriot Financial Group Insurance Agency
Massachusetts
$789K +$284K +3,768 +54%

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.