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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
BCWM
1851
Blue Chip Wealth Management
Florida
$581K +$4.97K +66 +0.8%
GCMG
1852
Gyroscope Capital Management Group
Florida
$581K +$46.8K +621 +9%
GC
1853
Gratus Capital
Georgia
$580K -$5.27K -70 -0.9%
SIA
1854
Strategic Investment Advisors
Michigan
$579K +$32.9K +437 +6%
GIM
1855
Groesbeck Investment Management
New Jersey
$579K +$591K +7,844 New
RHJA
1856
Rice Hall James & Associates
California
$577K
OPCM
1857
Osborne Partners Capital Management
California
$568K
MPW
1858
Monterey Private Wealth
California
$568K +$2.56K +34 +0.4%
DE
1859
Day & Ennis
Georgia
$568K +$46.1K +613 +9%
CWM
1860
Concentric Wealth Management
California
$567K -$86.8K -1,153 -13%
SFM
1861
Systematic Financial Management
New Jersey
$565K
WC
1862
Westhampton Capital
North Carolina
$564K -$21.7K -288 -4%
VST
1863
Van Strum & Towne
California
$564K
ACA
1864
Aptus Capital Advisors
Alabama
$563K -$10.8K -143 -2%
PWMAG
1865
Pinnacle Wealth Management Advisory Group
New Jersey
$563K +$183K +2,432 +47%
EIA
1866
Eldridge Investment Advisors
New Hampshire
$562K +$602 +8 +0.1%
PA
1867
PSI Advisors
Florida
$560K +$35.8K +475 +7%
PAS
1868
Professional Advisory Services
Florida
$558K
AWM
1869
Apollon Wealth Management
South Carolina
$558K +$244K +3,237 +75%
WAS
1870
Wealth Advisory Solutions
Indiana
$557K -$48.5K -644 -8%
BST
1871
Bath Savings Trust
Maine
$557K -$10.2K -135 -2%
WI
1872
WrapManager Inc
California
$556K +$173K +2,292 +44%
SW
1873
SkyOak Wealth
Michigan
$556K +$567K +7,538 New
JWA
1874
JFS Wealth Advisors
Pennsylvania
$555K -$102K -1,349 -15%
OWP
1875
Obermeyer Wealth Partners
Colorado
$555K -$527 -7 -0.1%

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.