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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
TF
1801
TLWM Financial
Texas
$632K +$3.31K +44 +0.5%
CFS
1802
CRA Financial Services
New Jersey
$630K +$88.5K +1,175 +16%
TC
1803
TAP Consulting
Missouri
$626K +$5.5K +73 +0.9%
IP
1804
Investment Partners
Ohio
$626K +$72K +957 +13%
CPSC
1805
Carl P. Sherr & Co
Massachusetts
$623K -$9.48K -126 -1%
AC
1806
Apella Capital
Connecticut
$621K
WPA
1807
Winning Points Advisors
Florida
$621K
HCM
1808
HGI Capital Management
New York
$619K
CPC
1809
Congress Park Capital
New York
$619K +$75 +1 +0%
FP
1810
Financial Perspectives
Minnesota
$619K
FFN
1811
Focus Financial Network
Minnesota
$617K +$58.6K +778 +10%
BEI
1812
Benjamin Edwards Inc
Missouri
$617K -$27.9K -371 -4%
DAC
1813
Dividend Assets Capital
South Carolina
$616K -$50.9K -676 -7%
UAS
1814
United Asset Strategies
New York
$616K -$7.68K -102 -1%
FFS
1815
Founders Financial Securities
Maryland
$616K +$322K +4,283 +108%
FAM
1816
Fenimore Asset Management
New York
$614K
IA
1817
IFG Advisors
Missouri
$614K
KPW
1818
Kore Private Wealth
New York
$613K +$17K +226 +3%
PIA
1819
Pinion Investment Advisors
Kansas
$613K +$74.8K +994 +14%
MCC
1820
Malaga Cove Capital
California
$613K +$372K +4,944 +147%
SFSIG
1821
San Francisco Sentry Investment Group
California
$610K -$158K -2,105 -20%
Walleye Capital
1822
Walleye Capital
New York
$610K +$623K +8,272 New
WCM
1823
Weld Capital Management
New York
$609K +$621K +8,255 New
CHA
1824
Carmichael Hill & Associates
Maryland
$605K
SSA
1825
South Street Advisors
New York
$605K +$348K +4,621 +129%

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.