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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
PA
1701
Procyon Advisors
Connecticut
$788K +$92.9K +1,234 +13%
JGIA
1702
Jackson Grant Investment Advisers
Connecticut
$783K +$4.82K +64 +0.6%
LKIM
1703
Lawson Kroeker Investment Management
Nebraska
$781K
EI
1704
Ellevest Inc
New York
$781K +$82.8K +1,100 +12%
EA
1705
Elm Advisors
California
$779K -$47.2K -627 -6%
SMFS
1706
Squar Milner Financial Services
California
$779K +$15.8K +210 +2%
HC
1707
HNP Capital
New York
$778K -$4.74M -62,975 -86%
SRC
1708
Sage Rhino Capital
California
$778K -$1.13K -15 -0.1%
GHAM
1709
Gilman Hill Asset Management
Connecticut
$775K +$25.4K +338 +3%
RA
1710
Rational Advisors
New York
$771K -$751K -9,975 -49%
RAM
1711
Redmond Asset Management
Virginia
$771K +$31.2K +415 +4%
BCA
1712
Bay Colony Advisors
Massachusetts
$771K +$76.8K +1,020 +11%
AIA
1713
AIMZ Investment Advisors
California
$768K +$75 +1 +0%
CCB
1714
Cutter & Co Brokerage
Missouri
$767K +$146K +1,936 +23%
SEC
1715
Seven Eight Capital
New York
$766K -$1.49M -19,807 -66%
CAAS
1716
Capital Asset Advisory Services
Michigan
$766K +$109K +1,453 +17%
SHWM
1717
Smith & Howard Wealth Management
Georgia
$765K -$7.83K -104 -1%
OFW
1718
Omnia Family Wealth
Florida
$765K
VRM
1719
Vectors Research Management
New York
$763K +$552K +7,333 +243%
SXL
1720
Summit X LLC
Missouri
$761K +$3.92K +52 +0.5%
FIM
1721
Fruth Investment Management
Texas
$759K
TFF
1722
The Family Firm
Maryland
$759K +$602 +8 +0.1%
LA
1723
LexAurum Advisors
Kansas
$757K -$226 -3 -0%
WFWM
1724
Wechter Feldman Wealth Management
New Jersey
$756K
HPWM
1725
Highland Private Wealth Management
Washington
$755K -$10K -133 -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.