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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
SCA
1776
STALEY CAPITAL ADVISERS
Pennsylvania
$671K +$76.3K +1,013 +13%
DW
1777
Domani Wealth
Pennsylvania
$669K -$20.4K -271 -3%
NP
1778
NorthRock Partners
Minnesota
$666K +$164K +2,178 +32%
I2I
1779
Insight 2811 Inc
Illinois
$665K -$63.1K -838 -9%
BPB
1780
Badgley, Phelps & Bell
Washington
$663K +$24.1K +320 +4%
IFWM
1781
Institute for Wealth Management
Colorado
$658K +$24.3K +323 +4%
FMB
1782
Field & Main Bank
Kentucky
$658K +$672K +8,924 New
FFIC
1783
First Fiduciary Investment Counsel
Ohio
$657K
PAWC
1784
P.A.W. Capital
Connecticut
$657K +$39.4K +524 +6%
BOS
1785
Bingham Osborn & Scarborough
California
$657K +$51.7K +687 +8%
AIC
1786
Ameritas Investment Company
Nebraska
$654K -$388K -5,155 -37%
GEA
1787
Glen Eagle Advisors
New Jersey
$653K -$1.88K -25 -0.3%
PWP
1788
Principle Wealth Partners
Connecticut
$653K +$13.3K +177 +2%
CA
1789
Claro Advisors
Massachusetts
$647K +$5.42K +72 +0.8%
LCM
1790
LVM Capital Management
Michigan
$647K +$10K +133 +2%
LSPW
1791
Lake Street Private Wealth
Illinois
$646K +$44.7K +594 +7%
SFO
1792
Stokes Family Office
Louisiana
$646K +$49.6K +659 +8%
IWS
1793
Insight Wealth Strategies
California
$640K +$12.6K +167 +2%
MPCG
1794
Matrix Private Capital Group
New York
$640K +$17.5K +232 +3%
EWM
1795
Endurance Wealth Management
Rhode Island
$639K +$1.2K +16 +0.2%
BCM
1796
Breiter Capital Management
Florida
$637K -$7.91K -105 -1%
SG
1797
StoneX Group
New York
$636K -$17.2K -228 -3%
CBA
1798
Coastal Bridge Advisors
Connecticut
$636K +$1.88K +25 +0.3%
DA
1799
Doliver Advisors
Texas
$636K +$64.4K +856 +11%
VA
1800
Valmark Advisers
Ohio
$634K -$34.8K -462 -5%

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.