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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
GFPC
1751
Global Financial Private Client
Florida
$713K +$27.9K +370 +4%
CHP
1752
Cable Hill Partners
Oregon
$713K +$31.8K +422 +5%
MSR
1753
Main Street Research
Connecticut
$709K +$979 +13 +0.1%
GTAM
1754
Global Trust Asset Management
Florida
$702K +$5.95K +79 +0.8%
RWM
1755
Ritholtz Wealth Management
New York
$698K +$312K +4,149 +78%
CASB
1756
Cape Ann Savings Bank
Massachusetts
$698K +$712K +9,464 New
BWM
1757
BerganKDV Wealth Management
Minnesota
$697K -$30.6K -406 -4%
CMO
1758
Covenant Multifamily Offices
Texas
$697K +$262K +3,480 +58%
WIP
1759
Wellesley Investment Partners
Massachusetts
$694K -$95.5K -1,269 -12%
RIM
1760
Rockbridge Investment Management
New York
$694K +$708K +9,411 New
BCA
1761
Berman Capital Advisors
Georgia
$689K -$205K -2,726 -23%
MWM
1762
Marietta Wealth Management
Georgia
$689K -$94.9K -1,260 -12%
ACM
1763
Alethea Capital Management
Washington
$688K +$465K +6,181 +197%
HWA
1764
HHM Wealth Advisors
Tennessee
$685K +$2.03K +27 +0.3%
BCM
1765
Boltwood Capital Management
California
$683K
HIM
1766
Hotaling Investment Management
Pennsylvania
$683K
MFG
1767
Merit Financial Group
Georgia
$681K +$127K +1,681 +22%
JSL
1768
JT Stratford LLC
Georgia
$681K +$202K +2,686 +41%
PP
1769
Pegasus Partners
Wisconsin
$678K +$214K +2,846 +45%
LWM
1770
Laidlaw Wealth Management
New York
$677K +$55.3K +735 +9%
RIA
1771
Regal Investment Advisors
Michigan
$676K +$690K +9,165 New
B
1772
Bellecapital
Switzerland
$675K +$161K +2,138 +31%
CAM
1773
Claret Asset Management
Quebec, Canada
$674K -$33K -439 -5%
SDAM
1774
Shulman DeMeo Asset Management
New York
$674K -$7.08K -94 -1%
FHC
1775
First Heartland Consultants
Missouri
$671K +$9.64K +128 +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.