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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
FNC
1726
First National Corp
Massachusetts
$755K +$14.7K +195 +2%
FFG
1727
Frisch Financial Group
New York
$754K +$179K +2,377 +30%
TWI
1728
Thomas White International
Illinois
$751K
CWM
1729
Cornerstone Wealth Management
Missouri
$745K +$79.8K +1,060 +12%
TIA
1730
Tiemann Investment Advisors
California
$740K -$23K -305 -3%
HFA
1731
Hoover Financial Advisors
Pennsylvania
$736K +$2.86K +38 +0.4%
FMW
1732
Farr Miller & Washington
District of Columbia
$736K +$19.7K +262 +3%
PAS
1733
Partnervest Advisory Services
California
$736K +$362K +4,803 +93%
AWM
1734
Argent Wealth Management
Massachusetts
$731K -$29.6K -393 -4%
FC
1735
Financial Consulate
Maryland
$731K -$25.4K -337 -3%
CI
1736
CX Institutional
Indiana
$727K +$121K +1,601 +19%
FM
1737
Family Management
New York
$726K +$4.89K +65 +0.7%
LMAM
1738
Legg Mason Asset Management
Japan
$725K
OSNBOA
1739
Old Second National Bank of Aurora
Illinois
$724K -$141K -1,873 -16%
IF
1740
Intrua Financial
Texas
$723K +$683K +9,068 New
KWM
1741
Keebeck Wealth Management
Illinois
$722K +$87.5K +1,162 +14%
ECG
1742
Edge Capital Group
Georgia
$721K -$3.54K -47 -0.5%
MKC
1743
M. Kraus & Co
Vermont
$719K
PWPS
1744
Pinnacle Wealth Planning Services
Ohio
$718K +$4.22K +56 +0.6%
WP
1745
WealthPLAN Partners
Nebraska
$717K +$38.8K +515 +6%
WAAG
1746
Wealth Alliance Advisory Group
Kansas
$717K +$144K +1,917 +25%
RIS
1747
Retirement Income Solutions
Michigan
$716K -$20.3K -269 -3%
BPCA
1748
Bank Pictet & Cie (Asia)
Singapore
$715K -$43.4K -576 -6%
AWMG
1749
Alliance Wealth Management Group
New Jersey
$714K
TCM
1750
Towercrest Capital Management
Pennsylvania
$714K

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.