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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
RCM
1876
RB Capital Management
Nevada
$555K +$32.8K +436 +6%
SQA
1877
Simon Quick Advisors
New Jersey
$554K +$14.1K +187 +3%
SFG
1878
SNS Financial Group
Minnesota
$553K +$376 +5 +0.1%
ONST
1879
Old North State Trust
North Carolina
$552K +$75 +1 +0%
TAM
1880
Trust Asset Management
Texas
$552K +$563K +7,485 New
WB
1881
West Bancorporation
Iowa
$551K +$9.48K +126 +2%
TCM
1882
Traynor Capital Management
Pennsylvania
$550K +$602 +8 +0.1%
CS
1883
Capital Square
Tennessee
$549K -$3.31K -44 -0.6%
CL
1884
Choreo LLC
Illinois
$548K -$335K -4,445 -38%
RCG
1885
Rock Creek Group
District of Columbia
$548K +$559K +7,421 New
PNAA
1886
Pictet North America Advisors
Switzerland
$547K
SFG
1887
Sunburst Financial Group
Alabama
$547K
HCM
1888
Hollencrest Capital Management
California
$546K -$7.3K -97 -1%
MFP
1889
Meridian Financial Partners
Virginia
$545K +$248K +3,296 +82%
FWM
1890
Focused Wealth Management
New York
$543K +$3.01K +40 +0.5%
NFG
1891
Norris Financial Group
South Carolina
$542K -$12.7K -169 -2%
EML
1892
Eos Management LP
New York
$540K
BSB
1893
Bangor Savings Bank
Maine
$538K -$6.02K -80 -1%
NB
1894
Nicolet Bankshares
Wisconsin
$538K
PO
1895
Private Ocean
California
$538K +$236K +3,132 +75%
STA
1896
Summit Trail Advisors
New York
$536K +$54.1K +719 +11%
AIM
1897
Alhambra Investment Management
Florida
$531K -$13.4K -178 -2%
BIA
1898
Barry Investment Advisors
Massachusetts
$531K +$540K +7,170 New
IFG
1899
Investors Financial Group
Minnesota
$529K +$34.5K +458 +7%
DCM
1900
Donaldson Capital Management
Indiana
$527K +$5.87K +78 +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.