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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
BRA
1951
Bender Robert & Associates
California
$487K -$13.5K -179 -3%
SIAS
1952
Shine Investment Advisory Services
Colorado
$486K +$3.99K +53 +0.8%
VVP
1953
Venture Visionary Partners
Ohio
$485K +$7.83K +104 +2%
WTFG
1954
Wells Trecaso Financial Group
Ohio
$484K -$18.1K -241 -4%
AIC
1955
Argus Investors Counsel
New York
$483K +$97K +1,288 +24%
HWM
1956
Howard Wealth Management
Connecticut
$480K -$3.92K -52 -0.8%
CAI
1957
Capital Advisors Inc
Oklahoma
$480K +$16.9K +224 +4%
SAA
1958
Southeast Asset Advisors
Georgia
$480K +$79.9K +1,061 +20%
FAN
1959
Financial Advisors Network
California
$479K -$81.2K -1,078 -14%
BCM
1960
Brooktree Capital Management
Michigan
$479K
WAG
1961
Winthrop Advisory Group
Massachusetts
$479K +$55.8K +741 +13%
BCCM
1962
Bridge Creek Capital Management
Massachusetts
$478K
SAS
1963
Stelac Advisory Services
New York
$477K +$339K +4,500 +229%
LIM
1964
Lathrop Investment Management
Arkansas
$475K -$75.8K -1,007 -14%
BWM
1965
Baystate Wealth Management
Massachusetts
$474K +$32.2K +428 +7%
SFS
1966
Summit Financial Strategies
Ohio
$472K +$20.1K +267 +4%
Financial Engines Advisors
1967
Financial Engines Advisors
California
$472K +$477K +6,342 New
HBT
1968
Hills Bank & Trust
Iowa
$471K +$17.7K +235 +4%
CC
1969
Cornerstone Capital
California
$471K +$24.9K +331 +5%
LK
1970
Lumbard & Kellner
New Hampshire
$469K
CA
1971
Cortland Associates
Missouri
$468K -$4.37K -58 -0.9%
MA
1972
MCF Advisors
Kentucky
$467K
FTC
1973
Farmers Trust Company
Ohio
$466K -$15.8K -210 -3%
LFA
1974
Landmark Financial Advisors
Kentucky
$466K -$12.6K -167 -3%
FMTC
1975
Farmers & Merchants Trust Company
California
$466K

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.