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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
GFP
1926
Gryphon Financial Partners
Ohio
$506K -$3.46K -46 -0.7%
SWM
1927
Sugarloaf Wealth Management
Georgia
$506K +$753 +10 +0.1%
MCM
1928
McRae Capital Management
New Jersey
$505K -$20.7K -275 -4%
GBBWRPM
1929
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$504K -$7.83K -104 -1%
AIM
1930
Axiom Investment Management
New York
$502K +$158K +2,096 +44%
AO
1931
Advisor OS
Illinois
$502K +$512K +6,797 New
PCTC
1932
Perkins Coie Trust Company
Washington
$501K -$23.7K -315 -4%
ACS
1933
Archford Capital Strategies
Illinois
$501K -$21.3K -283 -4%
AWM
1934
Altus Wealth Management
Kentucky
$501K +$3.24K +43 +0.6%
HFAS
1935
Hummer Financial Advisory Services
Illinois
$500K
TFA
1936
Teamwork Financial Advisors
Texas
$498K +$42K +558 +9%
FFA
1937
Fragasso Financial Advisors
Pennsylvania
$497K -$193K -2,560 -28%
TFGT
1938
TS Financial Group (TSFG)
Illinois
$497K +$376 +5 +0.1%
TIA
1939
Traphagen Investment Advisors
New Jersey
$496K +$35.5K +471 +8%
MAWCM
1940
Mine & Arao Wealth Creation & Management
California
$495K +$75 +1 +0%
SW
1941
SlateStone Wealth
Florida
$493K -$1.6M -21,256 -76%
SFI
1942
SPC Financial Inc
Maryland
$493K -$173K -2,298 -26%
ACA
1943
Affinity Capital Advisors
California
$493K -$17.4K -231 -3%
OPA
1944
Old Port Advisors
Maine
$493K -$3.54K -47 -0.7%
DBT
1945
Dubuque Bank & Trust
Iowa
$493K +$23.7K +315 +5%
SAM
1946
SignalPoint Asset Management
Missouri
$492K +$7.91K +105 +2%
BS
1947
Bessemer Securities
New York
$491K -$418K -5,559 -46%
AWA
1948
Arkadios Wealth Advisors
Georgia
$489K +$72K +957 +17%
KCM
1949
Kendall Capital Management
Maryland
$489K +$125K +1,666 +34%
ISWM
1950
Independent Solutions Wealth Management
New York
$489K +$219K +2,903 +78%

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.